Use Case

Transparency and Compliance

InsureLife's platform records and analyzes all communications for transparency and compliance for objective, repeatable results.

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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.

Transparent & Compliant

InsureLife is a licensed BGA with transparency and compliance built into the platform, so you meet your customer satisfaction goals without lifting a finger.


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

Key Features

Grow your revenue with transparency and compliance with these features

AI Analysis

Our AI records and analyzes all communications on the platform for sentiment and structure ensuring objective, repeatable sales processes and results.

Licensed BGA

InsureLife is a licensed BGA, and our platform integrates directly with the National Insurance Producer Registry (NIPR), ensuring compliant insurance sales processes in all states.

Disclosures and Interagency statements

InsureLife's platform uses your bank or credit unions' disclosures and interagency statements with its consumer-facing interfaces, meeting your compliance guidelines.

SOC 2 Type 2 Ready

InsureLife's platform is SOC-2 Type I ready, ensuring your data is safeguarded.

Explore More Use Cases

Discover more ways InsureLife helps banks and credit unions

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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Cross Sell Insurance Consumers

Automatically engage consumers with "You May Also Need" and "Others Like You Bought" insurance recommendations, unlocking revenue opportunities without managing sales or service.

Learn more
See all use cases

Get started with InsureLife today

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