Use Case

Refer Insurance Consumers

Grow revenue by providing financial professionals, insurance specialists, and bank personnel with an AI-powered app to refer customers to the platform for their insurance needs without managing a tech stack.

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Why Banks and Credit Unions use InsureLife

Grow Incremental Revenue

Automatically generate incremental revenue from Life and Supplemental insurance with no hassles.

Automatic

Refer banking customers instantly to the platform for their insurance needs without managing sales and service.

Frictionless

Delight customers with the innovative, frictionless, branded experience they expect without managing a tech stack.

Refer Customers Instantly

Provide your bank or credit unions' financial professionals, insurance specialists, and bank personnel with an AI-powered app to refer customers to the platform for their insurance needs.

AI-Powered Referral App
  • Broker-dealer or retail branch personnel use our AI-powered app to engage their customers for insurance needs.
  • Convert in-person walk-in retail branch customers to insurance customers.
  • Easily grow your revenue, customer satisfaction, and brand loyalty without lifting a finger.

Key Features

Compliment your insurance efforts, extend your reach, and grow revenue with these features

Branded Referral App

Enable your broker-dealer or banking personnel to refer their customers for their Life and Supplemental Insurance needs without using your resources or managing a tech stack.

AI Virtual Assistant

Financial professionals, insurance specialists, and bank personnel use the app's AI Virtual Assistant to engage customers for insurance needs without managing sales or service.

Click To Call

Your personnel can connect customers with one of our AI Co-piloted insurance experts if that's their preference.

Explore More Use Cases

Discover more ways InsureLife helps banks and credit unions

Transparency and Compliance

InsureLife is a licensed BGA, and our platform records and analyzes all interactions with insurance consumers, ensuring an objective sales process and satisfied customers.

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Discover & Engage Insurance Consumers

Grow revenue by actively discovering hidden insurance opportunities from your broker-dealer and banking customers or new customers and engage them with personalized insurance advice, so you don't have to worry about marketing and customer acquisition.

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Assist & Transact Insurance Consumers

Automatically assist & transact consumers with a frictionless branded AI Assistant, so you grow insurance revenue without worrying about managing sales and service.

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Get started with InsureLife today

We'd love to chat if you represent a Bank or Credit Union!