Dynamic e‑App enables two‑way agent‑to‑client & agent‑to‑admin communications
Producer Dashboard
- Chat with clients & underwriting team admins
- Review client responses to questions
- Obtain e-signatures & payment from the client
Admin Dashboard
- Communicate with agents in real-time
- View submitted applications details
- Easily create & adjust questionnaire templates with no code needed
Client Dashboard
- Chat with agents in real time with questions
- Answer questions & provide requested information
- Sign the application & submit payment
iLife has achieved the SOC2 Type 2 Certification
Soc 2 Type 2 certification entails meticulous testing and auditing of our internal controls over an extended period of time. This process ensures we handle information with the highest standards of care, in line with industry-leading security practices.