Insurance Brokers

Connect every important customer moment to the action that should happen next.

LifeWIRE brings workflow automation and growth tools together for insurance brokers—from policy delivery and follow-up to AI search visibility, reputation management and marketing automation.

Discuss your brokerage workflow Explore products

Insurance professional reviewing a workflow notification on her phone at work

Growth products for insurance brokers

Build visibility, trust and engagement around the customer journey.

Choose the product that solves the immediate need or connect them as a coordinated growth system for your brokerage.

01 · AI Search

Be part of the answer when buyers ask AI who to trust.

Strengthen the content and authority signals that help answer engines understand, verify and cite your brokerage.

Explore AI Search →02 · Reputation Management

Turn policyholder feedback into better service and stronger trust.

Collect feedback, route service recovery and automate consistent review invitations from one connected workflow.

Explore Reputation Management →03 · Marketing Automation

Keep prospects and clients moving with timely, relevant campaigns.

Build forms, audiences and automated email journeys around the moments that matter to an insurance relationship.

Explore Marketing Automation →

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.

Map your delivery workflow

Trigger from the BMS

Start the right delivery workflow when a transaction or policy milestone is completed in the system your team already uses.

Deliver and remind

Send policy documents through the configured communication path and automate follow up when action is still needed.

See customer activity

Give authorized teams visibility into delivery and engagement events without creating another manual tracking process.

Maintain the history

Keep a consistent, audit ready record of communications and workflow activity around the transaction.

Policyholder engagement

Automation that follows the customer journey.

Build coordinated workflows around the moments already happening in your brokerage, with clear rules for timing, eligibility and follow up.

Policy delivery

Automate secure delivery, reminders and engagement visibility from broker management events.

Customer feedback and NPS

Request feedback at the right moment, capture context and route critical responses for service recovery.

Online review invitations

Invite eligible customers using consistent business rules and link them directly to your chosen review site.

For brokerage teams

Reduce repetitive work without replacing the systems your people rely on.

Connect workflows to broker management events
Standardize delivery, reminders and follow up
Give teams visibility into customer engagement
Route exceptions to the right person for action

For policyholders

Make important interactions timely, clear and easy to complete.

Receive documents and requests through configured channels
Get relevant reminders when action is outstanding
Share feedback at meaningful points in the journey
Follow a direct link when invited to leave a public review

One connected workflow layer

Build on the value already inside your brokerage technology.

Event-driven

Use completed transactions and other defined milestones to start the next customer communication automatically.

Configurable

Shape eligibility, timing, channels and routing around the way your brokerage operates.

Measurable

Track workflow activity and engagement so teams can improve execution over time.

Designed for insurance operations

Fit the workflow to your brokerage.

LifeWIRE works alongside your existing systems to automate the communication and follow up that happen after key broker management events.

Plan an insurance workflow