Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Major technology firms such as Amazon have raised expectations for convenience and the ability to access services anytime and anywhere, and the insurance sector is no exception. Customers today desire the freedom to engage with your business, manage their policies, and obtain information at their convenience, regardless of their location. By enabling self-service options for clients, your team can devote more time to essential revenue-generating tasks. Our innovative online and mobile self-service platform, Applied CSR24®, is pioneering in the insurance industry, ensuring that your customers remain connected to your business. To thrive in the digital age, it is crucial to meet the evolving expectations of consumers, as this will enhance client satisfaction, foster loyalty, and differentiate you from competitors. Recognizing that each client has distinct needs, it is important to customize the documents they receive to align with their specific requirements. This tailored approach not only improves the client experience but also reinforces your commitment to personalized service.
Description
Lifetime: a single platform for acquisition, service, and engagement. This innovative solution addresses significant challenges that life and annuity carriers encounter in the current market. The accelerated underwriting electronic application product enhances sales through direct-to-consumer channels, call centers, and financial advisors. With LifetimeAcquire, users can effortlessly customize questions, workflows, and user interface elements, allowing for ongoing sales optimization across various platforms. LifetimeService offers a robust digital self-service experience for clients, enabling them to securely handle everything from payment processing to updating beneficiaries without the need for traditional methods like faxes or postal mail. Meanwhile, LifetimeEngage strengthens the bond between you and your policyholders, promoting brand loyalty, improving retention rates, encouraging health and wellness initiatives, influencing purchasing decisions, and enhancing financial literacy. As a result, this integrated approach not only simplifies operations but also enriches customer relationships over time.
API Access
Has API
No
API Access
Has API
No
Integrations
vBots
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Applied Systems
Founded
1983
Country
United States
Website
www.appliedsystems.com
Vendor Details
Company Name
Sureify
Founded
2012
Country
United States
Website
www.sureify.com
Product Features
Customer Service
Alerts / Escalation
No
Appointment Management
No
Call Center Management
No
Email Management
No
Knowledge Base
No
Live Chat
No
Performance Metrics
No
Queue Management
No
Self Service Portal
Yes
Social Media Integration
No
Surveys & Feedback
No
Virtual Assistant
No
Workflow Management
No
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
No
Document Management
No
Insurance Rating
No
Life & Health
No
Policy Management
No
Property & Casualty
No
Quote Management
No
Insurance Policy
Cancellation Tracking
No
Claims Tracking
No
Policy Generation
No
Policy Issuance
No
Policy Processing
No
Quotes / Estimates
No
Rating Engine
No
Reinstatement Tracking
No
Reinsurance Administration
No
Renewal Management
No
Underwriting Management
No