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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Users can provide real-time rates, contracts and dealer menus via eRating or eContracting. Users can issue policies with electronic signatures, and present products to customers through their own sales channels or their partners. Our network has 140+ partners that allow dealers to connect to the eMenu and DMS systems of their choice. Our policy administration software allows for billing, commissions and cancellations. This allows for seamless coverage rating, contracting and contract remittance. Integrating with your accounting system allows you to create, manage, modify, and change your agents, dealers and coverages. Your agents also have direct access to our Agent Portal. The F&I software allows the Dealer Principal and Field Representatives to access integrated reports for F&I forecasting, sales, and overall dealership performance in real time with powerful analytics.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Lightspeed DMS
Truepic

Integrations

Lightspeed DMS
Truepic

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

PCMI

Founded

2005

Country

United States

Website

www.pcmicorp.com

Vendor Details

Company Name

Sureify

Founded

2012

Country

United States

Website

www.sureify.com

Product Features

Claims Processing

Adjustor Management
Case Management
Claim Resolution Tracking
Co-Pay & Deductible Tracking
Compliance Management
Customer Management
Electronic Claims
Forms Management
Paper-Based Claims
Payor Management
Policy Administration

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

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