Launching a New Brand With a Best-in-Class Experience

Situation

A reinsurer expanding into retail was seeking a competitive advantage beyond leading with commissions and rates. They decided to leverage their freedom from legacy system limitations to differentiate themselves with experiences that effectively enable customer self-service and empower agents to maintain and grow their book of business. A team of internal and external partners was being formed to collaborate in establishing their comprehensive suite of front and backend systems. As part of this process, they identified a need for a solution to enable cross-system connectivity.

Sureify Solution

CoreCONNECT (data and workflow engine), LifetimeSERVICE (policyholder portal), and LifetimeAGENT (agent portal) were utilized to:

• Elevate the agent and policyholder portal experience from strictly informational to actionable (i.e., beneficiary updates, indexed fund changes, withdrawals, quick quotes, etc.)
• Aggregate cross-system data and properly surface it within each digital experience Orchestrate transactional workflows across all operating systems (i.e., FAST, FireLight, etc.)
• Quickly launch and scale new digital experiences via API