Reasons our clients love Lifetime Service

Implements quickly with minimal integrations
Improves policyholder satisfaction and NPS
Reduces servicing costs

What Lifetime Service offers

Account Information

  • Full product support (term, whole life, annuity, disability, and more)
  • Account balances
  • Performance visualizations

Transactions

  • Withdrawals
  • Loans
  • Payments and billing

Account Maintenance

  • Personal info updates
  • Beneficiary updates
  • Allocation changes

Preferences

  • Account change notices
  • Lapse notices
  • Push notifications
  • Emails
  • Text messages

Support

  • Chat
  • Co-browsing
  • Video-chat
  • Advisor look-up
  • FAQs

Document Management

  • Uploading / downloading
  • Applications
  • Illustrations
  • Tax documents
  • Certificates and contracts

Policy management anywhere, anytime

Lifetime Service eliminates cumbersome paper processes and allows your policyholders to manage policies at their convenience. This 100% digital product is a much needed update to insurance customer service.

Reach your customers when it matters

Automated lapse notices

Automatically send your customers emails, text messages, or push notifications to alert them to pending lapses or payment notices.

Request documents

Request documents from your customers, which they can upload through the web or mobile app.

The impact of Outreach

300% more responses to Outreach lapse notices than traditional mailer notices.

Featuring OnTrack to track pending applications

Web and mobile status tracking

Customers can track the status of their pending applications on any device and take action on any follow-up items.

Information request workflows

Missing a signature? Need your customers to schedule a medical exam? OnTrack makes it easy to quickly address holdups in the application process.

Configurable statuses

Manage and configure which underwriting status messages you want sent to your customers.

Lifetime has layers of security

Identity verification

Verify the identity of your policyholders before giving them access to policy data and other sensitive information.

Two-factor authentication

2FA is enabled across all of our consumer applications.

Biometric verification

Touch and face ID verification is enabled across all our consumer applications.

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...

Principal Logo

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...

Vantis Life Logo

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