Lifetime Engagement
Lifetime Engage fosters a lifelong relationship between you and your policyholders, leading to greater brand loyalty and persistency.
What is Lifetime Engagement?
Lifetime Engage is a tool for creating digital touchpoints with your customers after they purchase a policy. Basically, it’s a friendly neighborhood agent, lifestyle coach, and financial assistant all rolled into one. Our clients are using Lifetime Engage for:
- Brand recognition
- Policyholder interaction
- Purchasing decisions
- Incentivizing wellness
- Financial education
- Community initiatives
What’s included in Lifetime Engagement?
Educational Content Management
Create, manage, and update a library of learning content.
- Articles
- Videos
- Product brochures
Rewards Program
Incentivize good habits with a rewards program.
- Gift cards
- Charitable donations
- Premium discounts
Challenges
Provide challenges related to important aspects of your customers’ lives.
- Wellness
- Community
- Finances
Fitness device integrations
Connect with over 250 health and fitness devices and apps.
- Apple Healthkit
- Google Fit
- Fitbit
Customer communication
Send condition-based, scheduled, or ad-hoc messages.
- Push notifications
- Text messaging
Customer Insights
Solicit important feedback from your customers.
- Polls
- Quizzes
- Surveys
Engage, analyze, re-engage
Lifetime Engage is a data-rich ecosystem that regularly generates new insights into your customers, so you can keep refining your engagements.
Step one: engage
With Lifetime Engage, you can test out different engagement tactics. What’s the right incentive for sharing social media data? Can retirement advice lead to higher annuity sales? Our feature set is modular, configurable, and ever-growing, which means there is a virtually endless number of experiments you can run.
Step two: analyze
Not all policyholders are the same. Some gravitate towards fitness challenges, whereas others are more interested in finance or healthcare. Usage data and customer feedback will allow you to increasingly segment your population and hone in on the most effective engagement tools.
Step three: re-engage
Analysis in hand, you will be able to develop re-engagements around the data to deepen relationships, drive purchase decisions, and solidify your brand.
Do people really come back to a life insurance app?
The stats so far:
%
use the app on a daily basis
%
are active on a monthly basis
%
respond to polls & quizzes
We are excited...
We are excited and confident in our partnership with Sureify to implement their Digital Sales product, which will lead to a more efficient and robust application and buying experience for our ExpressTerm customers.
Jim Lucas
Senior Vice President and Chief Actuary, AAA
My Principal Lifestyle...
My Principal Lifestyle, powered by Sureify, has been an opportunity for us to support our customers’ personal path to physical and financial wellness today, while providing protection for their loved ones tomorrow. The mobile app provides customers with an incentive to brush up on personal finance topics through education, as well as improve their physical health through challenges and personal goals.
Greg Linde
Senior Vice President, Principal Individual Life
We found in Sureify...
We found in Sureify a great partner to help us launch Velocity, a digital life sales process, in three different contexts: direct-to-consumer, for our bank agents, and in our call center. This was a major step for our business, and we have been impressed by Sureify’s execution and ability to handle the complexities involved. We’re excited to now expand our use of Lifetime to the servicing and engagement capabilities
Scott Smith
President & Chief Operating Officer, Vantis
