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LifeBridge today announced the launch of LifeAdvisor CaseKit, a unified workflow designed to guide advisors through the entire case journey — from AI-powered meeting preparation to compliant digital e-application submission — within one connected platform experience.
As advisory and distribution environments evolve, expectations around preparation, documentation, suitability validation, and submission have become more structured and interconnected. Advisors are no longer simply managing transactions; they are navigating complete case journeys that must remain consistent, compliant, and traceable from the first client interaction through application submission.
Yet preparation, suitability assessment, product evaluation, illustration, and application completion often occur across disconnected systems. This fragmentation introduces workflow friction, increases operational complexity, and slows case progression.
LifeAdvisor CaseKit addresses these challenges by bringing every stage of the advisory process into a single, structured workflow — enabling advisors to move seamlessly from hello to in-force.
A Unified Advisory Workflow
LifeAdvisor CaseKit integrates five core capabilities into one continuous case journey:
AI-Powered Meeting Prep
Generate personalized client playbooks tailored to each client’s profile, product selection, state requirements, and compliance context. Advisors receive structured talking points, discovery questions, objection-handling guidance, and post-meeting follow-up sequences before the conversation even begins.
Automated Suitability Scoring and Best Interests
Complete NAIC-aligned suitability questionnaires and receive quantified assessment scores across 13 evaluation categories. The system automatically generates six audit-ready compliance documents, supporting consistent documentation across advisory cases.
Intelligent Product Matching
Surface suitable products and automatically filter out mismatches using configurable thresholds. Advisors can review side-by-side comparisons with Owner Fit and Product Fit scores, supporting structured and defensible product selection.
One-Click Quote & Illustration
Generate carrier-branded illustrations directly from the selected product, including projected account values, key features, and year-by-year tables — ready to present, download, or incorporate into the case record.
Integrated e-App Submission
Progress seamlessly from suitability and illustration to digital application creation and submission. Client data, product selection, and compliance documentation flow through the same connected workflow, reducing manual re-entry and maintaining case continuity.
One Platform. One Journey.
LifeAdvisor CaseKit is part of the broader LifeBridge platform and can operate alongside carrier and third-party systems. By connecting preparation, assessment, evaluation, and execution within a unified experience, CaseKit supports structured, scalable advisory workflows across distribution channels.
From Hello to In-Force — one platform, one connected journey.
For additional information, please contact info@lifebridge.io.
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