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The Digital Platform for
 
 
 
Life & Health
Carriers
 
 

 

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The ManageMy XPerience

Take the complexity out of life & health insurance 
Straightforward & simple digital experiences for carriers, customers, and agents—without overhauling core systems.
 
  • Quick stand-up
  • Easy integrations
  • Customizable workflows 
 
Empower MySales
 
 
 
Simplify New Business
 
Accelerate growth and reduce friction with centralized, secure access—powered by single sign-on (SSO) and core system integrations—while streamlining workflows, automating communications, and tracking status easily in the account center.
 
Boost Agent Success
 
Give agents a modern, intuitive experience with instant access to sales tools, pre-approved content, and real-time case updates—all from one centralized portal.
 
 
 
Improve Buying Journey
 
Reduce NIGOs & delays with guided digital applications, seamless integrations to existing core systems, and underwriting tools—ensuring clean submissions and faster processing.
 
Drive Insightful Growth
 
Leverage behavioral insights and CRM integrations to personalize outreach, prioritize high-potential leads, and optimize sales campaigns across channels.
 
MySales Animation
 
Powered by XPerience Studio
 
Customize, launch, & update digital journeys in minutes with our no-code command center to ensure agility, consistency, and compliance.
 
Speed-to-Market
 
Configure & launch new products, pricing, and rules - without IT specialists or development required.
 
 
Dynamic Buying Journey
 
Update quoting engine, illustrations, or underwriting rules in real-time, platform-wide.
 

Implement Without Overhaul
 
Connect effortlessly to your core platforms, CRM, and illustration tools without costly overhauls—enabling real-time data sync, straight-through processing, and faster time to value.

 

 
Empower MyService
 
Simplify Policy Servicing
 
Enable policyholders to self-serve common tasks like address changes, payment updates, and beneficiary changes—anytime, on any device.
 
Grow Agent-Customer Trust
 
Give agents full visibility into client service activity and status, reducing back-and-forth and empowering proactive, informed support.
 
 
 
Unify Channels
 
Deliver consistent, compliant messaging across channels—email, text, portal, and agent—so policyholders always know what’s happening with their policy.
 
Enhance Agility
 
Digitize forms, automate service workflows, and reduce call volumes with intelligent routing and real-time service status tracking in a centralized portal. 
 
MyService
 
 
Powered by XPerience Studio
 
Customize, launch, & update digital journeys in minutes with our no-code command center to ensure agility, consistency, and compliance.

 

Efficient Policy Rules & Compliance Control
 
Easily adjust payments & billing, grace periods, and policy statuses. Apply regulatory updates across states and jurisdictions as required immediately.
 

Improved Customer Relationships
 
Build trust with real-time service status updates, clear communication, and easy access to policy details—all in one unified experience.
 
 
Implement Without Overhaul
 
Integrate seamlessly with your core systems, policy admin, and service platforms—powering real-time data sync, automated workflows, and a unified experience without disrupting existing infrastructure.
 
 
Empower MyClaims
 
 
Simplify Claims Process
 
Offer a digital-first, transparent claims journey with guided intake, real-time status updates, and self-service document uploads.
 
Support Agents
 
Keep agents informed with shared visibility into claims progress so they can support policyholders confidently when it matters most.
 
 
 
Increase Operational Agility
 
Reduce cycle times and drive operational efficiencies by automating routine workflows, integrating with existing claims systems, and routing tasks intelligently.
 
Build Trust & Retention
 
Minimize confusion and maximize peace of mind with proactive updates and personalized messaging throughout the claims process directly to the policyholder. 
 
MyClaims Animation
 
Powered by XPerience Studio
 
Customize, launch, & update digital journeys in minutes with our no-code command center to ensure agility, consistency, and compliance.
  
Streamlined Intake & Decisioning
 
Configure question sets, routing logic, and processing rules. Adjust approval thresholds, rules, and integration parameters with third-party providers.
 

Faster Settlement

Reduce time and additional agent support needed for all claims workflows. 
 
 
Implement Without Overhaul

Seamlessly integrate with your existing claims systems, payment platforms, and document repositories—enabling real-time updates, automated task routing, and a simplified claims experience without disrupting current processes.
 

QuoteWe're thrilled to partner with ManageMy to enhance our document delivery processes and improve our overall customer experience. By leveraging their innovative platform, we're not only meeting the evolving needs of our policyholders but also driving significant cost savings for our organization."

Matt Sigman
Chief Innovation & Information Officer, Bamboo Insurance
 

QuoteWith ManageMy, we launched a new customer portal with a mobile-first FNOL experience that’s easy to use and quick to configure. Our policyholders can now report a claim from any device. It’s streamlined, flexible, and has helped us strengthen digital engagement across the board."

Doug Moore
President of Cornerstone Operations & CIO, Cypress Insurance Group
 

QuoteOur goal was to improve the experience not only for our members and agents but also for our home office teams who serve them. ManageMy stood out for their partnership mindset and hands-on operational support. They’ve helped us streamline operations and increase membership satisfaction.”

Joni Kazmierczak
Vice President of Operations, Catholic Order of Foresters
 

Our Partners

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Your Data, Our Priority

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Backed by our SecureXP technology, we protect your data like we do our own.  Maintain customer trust and ensure business continuity.
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