The Deep Front-End for
Life & Health
Carriers
The ManageMy XPerience
Take the complexity out of life & health insurance
Straightforward & simple digital experiences for carriers, customers, and agents—without overhauling core systems.
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Quick stand-up
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Easy integrations
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Customizable workflows
Empower MySales
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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.
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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.
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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.
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Drive Insightful Growth
Leverage behavioral insights and CRM integrations to personalize outreach, prioritize high-potential leads, and optimize sales campaigns across channels.
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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
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Simplify Policy Servicing
Enable policyholders to self-serve common tasks like address changes, payment updates, and beneficiary changes—anytime, on any device.
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Grow Agent-Customer Trust
Give agents full visibility into client service activity and status, reducing back-and-forth and empowering proactive, informed support.
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Unify Channels
Deliver consistent, compliant messaging across channels—email, text, portal, and agent—so policyholders always know what’s happening with their policy.
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Enhance Agility
Digitize forms, automate service workflows, and reduce call volumes with intelligent routing and real-time service status tracking in a centralized portal.
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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
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Simplify Claims Process
Offer a digital-first, transparent claims journey with guided intake, real-time status updates, and self-service document uploads.
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Support Agents
Keep agents informed with shared visibility into claims progress so they can support policyholders confidently when it matters most.
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Increase Operational Agility
Reduce cycle times and drive operational efficiencies by automating routine workflows, integrating with existing claims systems, and routing tasks intelligently.
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Build Trust & Retention
Minimize confusion and maximize peace of mind with proactive updates and personalized messaging throughout the claims process directly to the policyholder.
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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.
Our goal was to improve the experience not only for our members and agents but also for our home office teams who serve them. They’ve helped us streamline operations and increase membership satisfaction.”
ManageMy has supported us across our servicing and policyholder engagement initiatives. We love the team we work with and look forward to continuing the partnership.”
Our experience with ManageMy has been 100% positive. The service has been excellent. The migration was extremely smooth from my standpoin — we’re excited about what’s ahead!"
Our Partners
Your Data, Our Priority
Backed by our SecureXP technology, we protect your data like we do our own. Maintain customer trust and ensure business continuity.

