LifeBridge experiences
Three audiences. One governed process underneath.
Producers, service teams and policyholders need different experiences. They should not require three disconnected builds. LifeBridge renders the approved process for the person and role completing it.
Approve once · every experience responds on the next journey start
The central proof
Change one process. See every experience respond.
The beneficiary-change process gains one disclosure step. Approve it once, and the approved version reaches the next journey start in every experience — no portal releases.
The process defines the steps and the screens. Each experience renders it for the participant and role.
LifeAdvisor
The workspace producers will actually use.
Proposals, illustrations, configurable application processes, suitability, case status and commission visibility in one workspace. What an independent producer, bank advisor or broker-dealer representative sees resolves from their role — not a separate portal build. A new approved process appears where the producer works instead of waiting for another portal release.
Requirements
Suitability
Best-interest check passed
Evaluated against the carrier’s rule set in force.
Compensation
Every requirement is checked against the product version the case was quoted on.
Case management, suitability and illustration in one workspace.
Managing meeting prep, suitability documents, illustrations and applications across multiple systems slows producers down. LifeAdvisor is one connected journey from hello to in-force.
A new approved process appears where the producer works instead of waiting for another portal release.
Meeting preparation
The playbook matches the case
Prep material is assembled from the product version and requirements in force for this state and channel — not a static checklist.
Experienced producers get faster. New-to-annuity producers get confident. Everyone stays compliant.
ServiceHub
Serve a life event without funding a project for each variation.
Turn an inquiry, service request or life event into tracked work: intake, case, queue, approval, documents and evidence. Express the differences created by state, product, ownership type, tax status and transaction type in the process — not a separate screen for every combination. When a transaction is not available on a policy, explain why before the request becomes a phone call.
One process. The differences are expressed inside it, not duplicated beside it.
The version column is the one the transaction actually ran on — retained, not recomputed.
01
Case management for servicing
Every request becomes a tracked case with an owner, a due date and the policy record attached.
02
Email triage and auto-ticket assignment
Inbound mail is classified, matched to the policy and routed to the queue that handles it.
03
NIGO and 1035 exchanges
Missing requirements (“not in good order”) and transfer steps are tracked to resolution instead of chased by email.
04
Customer and Advisor 360
One view of every policy, case and conversation, from either side of the relationship.
Turn the interaction into governed work.
Connect chat, voice and virtual-agent interactions to a tracked service process with case context, decisions, documents and evidence. The interaction is the entry point; the value is what the carrier can govern, complete and explain afterward.
Supported today: chat · voice · virtual agent
10:14
Chat · “address update + premium receipt”virtual agent
10:15
Case created · queue: servicing#S-1108
10:22
Approval · address changeService rep · K. Ndiaye
10:23
Completed · evidence retainedv3.1 ✓
Policyholder experience
The requests that become phone calls, handled by the customer.
Give policyholders access to their contracts, household, documents and approved self-service processes. Payments, withdrawals, beneficiary changes and endorsements become published processes rather than separate front-end projects. The list of what a customer can do online can grow without another backlog of portal releases.
Manage
Policies, payments, documents
Change premium mode, update beneficiaries and download statements without calling anyone.
Share
Family access, scoped
Grant a spouse or adult child a defined view, with every grant recorded and revocable.
Unlock
Living benefits, when needed
See what a rider actually entitles them to, and start the claim from the same screen.
Forms, communications and evidence move with the process.
Manage forms, disclosures, templates, customer communications and generated documents as governed steps in the process, not as a separate content showcase. Retain the version, context, delivery event and resulting evidence with the work that produced them.
What all three share
Change the process, not every portal that presents it.
The process defines the steps and the screens. Each experience renders it for the participant and role. Change the definition once, move it through the carrier’s approval path, and the approved version reaches the next journey start. See how the process is designed and run →
One governed process
Change the definition once and the approved version reaches all three on the next journey start. Nobody reconciles screens.
Screens are configuration
When requirements change, the journey and the screens change together, without coordinating another portal release.
Governance travels
Every action carries the version, the decision and the evidence, whoever performed it.
All three are configured in LifeStudio and run by LifeWorks, on the record Verion™ administers.
Bring us the process
Bring the process your portals cannot handle today.
Choose a producer, service-team or policyholder process that is still manual, fragmented or waiting in a backlog. We will show how it becomes one governed definition.