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What is Sureify Lifetime?

Lifetime serves as a comprehensive platform designed for acquisition, service, and engagement within the insurance sector. This groundbreaking solution effectively tackles the pressing obstacles faced by life and annuity carriers in today's marketplace. By utilizing the accelerated underwriting electronic application product, sales can be boosted through various channels, including direct-to-consumer interactions, call centers, and financial advisors. With LifetimeAcquire, users gain the ability to easily tailor questions, workflows, and interface components, facilitating continuous sales enhancement across multiple platforms. Additionally, LifetimeService provides a powerful digital self-service option for clients, allowing them to manage tasks ranging from payment processing to beneficiary updates securely and efficiently, without relying on outdated methods like faxes or mail. Concurrently, LifetimeEngage fosters a stronger connection between insurers and their policyholders, enhancing brand loyalty and retention while promoting health initiatives, guiding purchasing decisions, and improving financial literacy. Ultimately, this cohesive strategy not only streamlines operations but also deepens customer engagement and satisfaction over time. The integration of these services positions carriers to thrive in a competitive landscape while ensuring a superior experience for their clients.

What is BrokerEdge?

Damco's BrokerEdge is a comprehensive software solution tailored for insurance brokers, providing a complete suite of tools to enhance automation and connectivity across various insurance sectors. This platform empowers brokers to maximize efficiency while serving customers and insurance agencies effectively. By utilizing a centralized interface, brokers can streamline essential tasks such as managing customer databases, tracking leads, and updating policies with ease. The software stands out with its advanced modules for automated marketing, lead management, and commission oversight, complemented by a mobile application and customer service portal that ensure exceptional adaptability and growth potential. BrokerEdge is designed not only to improve profitability but also to remove obstacles and enable smooth operations, ultimately transforming the way brokers conduct their business. With its user-friendly features, BrokerEdge is set to redefine industry standards for insurance brokerage software.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Sureify

Date Founded

2012

Company Location

United States

Company Website

www.sureify.com

Company Facts

Organization Name

Damco Solutions

Date Founded

1996

Company Location

United States

Company Website

www.damcogroup.com/insurance/brokeredge-broker-management-software

Categories and 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

Categories and Features

Insurance Agency

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

Insurance Claims Management

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

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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