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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

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.

Description

WebPrez is a sales enablement platform tailored for professionals in the insurance and financial sectors, including insurance agents, annuity specialists, financial advisors, and teams within financial organizations. This innovative platform empowers financial experts to streamline intricate discussions, inform potential clients, and enhance client interactions through guided discovery tools, informative video resources, and tailored follow-up mechanisms. At its core lies the Smart Money System™, a systematic approach that leads prospects through three key components: • Smart Money Discovery™ – identifying financial objectives, worries, and potential avenues for growth • Smart Money Snapshot™ – providing a concise summary of a client’s financial landscape • Smart Money Blueprint™ – formulating a customized action plan with specific recommendations By integrating client discovery, video communication, automation, and educational materials into one cohesive system, WebPrez aids advisors in cultivating trust, elevating the quality of appointments, and expediting sales processes. Ultimately, this platform not only enhances the efficiency of financial interactions but also fosters a more engaging experience for both advisors and their clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$197/month
Free Trial Yes 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Sureify

Founded

2012

Country

United States

Website

www.sureify.com

Vendor Details

Company Name

WebPrez

Founded

2001

Country

United States

Website

www.webprez.com

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 

Product Features

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

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