From Quote to Policy Maturity, Keep Policyholders Confident and Connected

Automate communications across text, chat, calls, emails, and voice to deliver timely updates, guide clients through policy milestones, and strengthen long-term relationships. Give policyholders the clarity and reassurance they expect while giving your team the efficiency it needs, whether it’s life insurance, annuities, or retirement products.

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Seniors with Sparklers

Connected for Your Success

Supporting your digital transformation through communication. 

Powerful automation at your fingertips. 

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Marketing & Quote Follow-Up

  • Lead Generation Support
  • Quote Expiration Follow-Up
  • Medical Exam Reminders
  • Underwriting Process Updates
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Updates & Tips 

  • Confirmation of Acceptance
  • Beneficiary Confirmation & Updates
  • Annuity Updates
  • Conversion Periods
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Policy Issuance & Onboarding

  • Application status notifications
  • Welcome messages
  • Onboarding
  • Renewal notifications
  • Option for paperless preferences
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Claims Process

  • Claim Status Updates
  • Appointment Reminders
  • Claim Closure
  • Check Issuance & Uncashed Checks 
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Payment Reminders & Payout Updates

  • Premium increases
  • On-file payment confirmation
  • Upcoming & Overdue payments
  • Upcoming Payouts & Statements
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Surveys

  • NPS surveys
  • eNPS surveys
  • CSAT surveys
  • CES surveys

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Communicate with your customers in any channel:

And manage their FULL opt-in:

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Keep Policyholders Informed. Reduce Calls. Build Trust.

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Real-Time Notifications That Keep Policyholders Engaged

Send instant updates on quotes, policy issuance, payments, and maturity notifications through text, chat, calls, and emails. Keep policyholders confident and reduce unnecessary inbound calls.

Blue-multichannelMulti-Channel Follow-Ups That Never Miss the Mark

Reach policyholders through text, chat, call, and email, ensuring every message is delivered on their preferred channel without gaps or delays.

Filled Dark Blue Holding Hands Heart IconPersonalized Messaging That Builds Loyalty

Tailor communications based on coverage type, policyholder preferences, and engagement history to create stronger connections and more meaningful experiences.

Common Pain Points We Solve

Missed Policy Updates

Policyholders can overlook renewal notices, annuity payouts, or important policy updates. SPLICE automates communications across text, chat, calls, and emails so clients are always informed.

Missed Policy Updates
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Generic Messaging

One-size-fits-all messaging doesn’t work. SPLICE personalizes outreach based on policy type, stage, and client engagement to deliver relevant and trusted communications.

Time-Consuming Manual Follow-Ups

Your team shouldn’t spend hours chasing updates or payments. Automation handles reminders across channels, with live-agent handoffs when needed.

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Disconnect Multi-Channel Communication

Disconnected Multi-Channel Communication

SPLICE ensures all communications, text, chat, calls, and emails work in sync, giving clients a seamless experience throughout the entire policy lifecycle.

End-to-End Policyholder Communication Workflow

  • A client requests a life or annuity quote.
  • SPLICE sends an instant confirmation through text, chat, calls, or emails, letting the client know their request is being reviewed.
  • Automated reminders ensure no opportunities are missed, helping your team capture more business without manual follow-ups.
  • A policy is issued and activated.
  • SPLICE delivers a personalized welcome message and policy summary via text, chat, calls, or emails, confirming coverage and any next steps.
  • This keeps clients informed while reducing calls to your team.
  • It’s time for a scheduled policy review or a client requests changes.
  • SPLICE sends reminders and updates through text, chat, calls, or emails, guiding clients to review their coverage or make adjustments.
  • Your team can focus on high-value interactions while SPLICE manages the routine outreach.
  • Billing or premium payment deadlines approach.
  • SPLICE sends timely reminders and confirmations across text, chat, calls, or emails, reducing missed payments and inbound inquiries.
  • Clients stay informed, and your agents save time.
  • Policyholders benefit from proactive engagement and education.
  • SPLICE delivers relevant content, tips, and updates via text, chat, calls, or emails, keeping clients engaged and aware of their policy benefits.
  • This builds loyalty while reinforcing your expertise.
  • A policy matures, or benefits become payable.
  • SPLICE sends clear notifications and guidance through text, chat, calls, or emails, and seamlessly transfers to a live agent if needed.
  • Clients receive clarity, and your team can handle complex inquiries efficiently.

Why Life & Annuities Professionals Choose SPLICE

Since 2006, leading carriers have trusted SPLICE to modernize communication, reduce costs, and keep policyholders engaged. Our Dialog® platform makes it simple to automate updates, scale conversations across text, chat, calls, and emails, and deliver the personalized experiences today’s drivers expect.

With seamless integrations, smart AI-driven enhancements, and proven industry expertise, SPLICE helps you stay ahead of policyholder demands while freeing up your team to focus on what matters most.

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Resources 

Sapiens & SPLICE Partnership

SPLICE Software and Sapiens Partner to Transform NPS Survey Integration for Life & Annuity Insurance

Press Release
The Future of Insurance: Podcast

The Future of Insurance: Ecosystem Partners Podcast

Podcast
How to Measure the Impact of Life Insurance

Agent-Centric & Sales-Centric & Evolution: How to Measure the Impact of Life Insurance Modernizations

Webinar

Get started with SPLICE® today.

Inspiring Customer Connections.®