That is exactly why LifeLink was created. It’s not just another tool, it’s a platform designed to create a steel thread between insurers, advisers, and clients, delivering in three areas advisers cannot afford to ignore:
Compliance Made Simple
Regulatory compliance needs are increasing. The CoFI regime and ongoing obligations demand discipline, structure, and evidence. LifeLink takes the pain out of compliance, so you can focus on advice and not paperwork. Let LifeLink be your system of record for compliance reporting and audit.
Engagement That Matters
Real engagement means more than sending reminders. LifeLink helps advisers build meaningful client connections, uncover new needs, and stay ahead of life changes without drowning in administration.
Growth Without Guesswork
Better conversations build stronger relationships, increase referrals, and lead to better coverage outcomes. LifeLink turns everyday interactions into measurable business value, driving sustainable growth for your business and better coverage for your clients.
Adviser collectives and industry veterans with 40+ years of experience have told us LifeLink is unique, providing the steel thread between insurance providers, advisers and the end customer. Providing the real link between compliance, engagement and growth, in one single platform.
Why wait? Why let competitors get ahead?
LifeLink is ready. Are you?
Richard Taylor, GM, AMS (Insurance Management)