Workflow automation and communications

Automating the work behind better customer experiences.

LifeWIRE builds industry focused platforms that connect existing systems, reduce manual effort, and make important customer interactions happen at the right time.

Live workflowInsurance Brokers
BMS
Policy transaction completedBroker management system event
LifeWIREWorkflow engineRules, routing and communications
01Policy deliveredSecure communication sent
02NPS requestedFeedback workflow scheduled
03Review promptedEligible customer identified
Customer opened policy documents
12 seconds ago
Connectedto existing systems
Automatedcommunications and follow up
Configurableworkflow rules and routing
Measurableengagement and outcomes
Insurance capabilities

Automation that follows the customer journey.

Policy document delivery

Turn a completed transaction into a complete delivery workflow.

Connect broker management events to secure document delivery, reminders, activity tracking and audit ready history.

  • BMS-triggered delivery
  • Email and digital engagement
  • Delivery and activity visibility
Happy insurance professional looking at her phone while working at her desk
Customer feedback

Measure the experience while there is still time to act.

Automatically request NPS feedback, capture the reason behind each score and route critical responses to the right team.

  • Configurable NPS workflows
  • Service-recovery routing
  • Trend and response analytics
Net promoter score meter ranging from zero to ten with the indicator in the promoter range
Online reviews

Make the next best action part of the workflow.

Identify eligible customers and text an invitation that links them to your chosen review destination—without collecting the review in LifeWIRE.

  • Customer eligibility rules
  • Timed text invitations
  • Review-destination links
Customer phone displaying a text message from an insurance broker with a link to leave a review
New: AI search visibility

Show up when buyers ask AI who to trust.

LifeWIRE helps turn your expertise into clear, authoritative content that AI assistants can understand, evaluate and cite when customers ask high intent questions.

  • Map the questions your best customers ask
  • Build citation-ready pages and authority signals
  • Monitor mentions, citations and competitive visibility
Explore AI search visibility
AI answer3 sources
Who is the best insurance broker in my area?
1
Your businessClear expertise · Local relevance · Trusted source
cited
2
Industry resourceSupporting source
AI visibilityGrowing
Shared technology

One automation foundation. Multiple industry solutions.

LifeWIRE applies a common set of automation and communications capabilities to the operational realities of each industry.

01

Workflow orchestration

Coordinate triggers, rules, delays and follow up actions.

02

System integrations

Connect operational data without replacing the systems of record.

03

Automated communications

Deliver timely email, SMS and digital experiences.

04

Rules and routing

Move responses and exceptions to the right people.

05

Analytics and auditability

Understand engagement and preserve workflow history.

06

Secure cloud foundation

Build with controls appropriate for regulated industries.

Insights

Ideas for the work that should no longer be manual.

View all insights
Start a conversation

Find the workflows that should no longer be manual.

Let’s identify where LifeWIRE can connect systems, automate communications and improve visibility across the customer journey.

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