Underwriting the Future of Life.

LifeRoc Analytics automates the routine work and brings intelligence to life at every step of an insurance policy’s life cycle, from finding the customer to underwriting, to policyholder service and compliance.

The policy life cycle

01CUSTOMER ACQUISITION

02Underwriting

03POLICY SERVICING

04COMPLIANCE

01 Vision

Insurance still runs on legacy systems, paperwork, phone calls and patience. We think the people who buy it, sell it and stand behind it deserve better tools. So we build them, use them every day in our own companies, and work to improve those tools every day.

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3 BRANDS LifeRoc Capital, Sell My Policy, and Policy Report Card.

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3 Lines of Business Life, Life Settlements & Medicare.

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1 Platform The same software and brain behind every one of them.

02 INTELLIGENCE

insurance intelligence.
learn, Augment & Automate.

Every LifeRoc brand runs on the same platform. At each step of a policy’s life, it takes over the repetitive tasks and places actionable data in front of the people making decisions.

THE AI BRAIN BEHIND THE BUSINESS

Part brain, part worker bee, part supervisor, part student and part teacher.

LifeRoc Analytics, our AI insurance operating system, runs the whole shop, from marketing, sales and underwriting to policy service and claims. It feels less like software and more like a colleague who never sleeps.

The BrainThinks through every file and recommends the next move.

The Worker BeeDoes the routine work around the clock, from intake to placement.

The SupervisorChecks every file against the rules and loops the right people in when human judgment matters.

THE STUDENTStudies every outcome and gets sharper with each case and policy it processes.

The TeacherExplains the reasoning behind every recommendation, so the people around it get sharper too.

01Sales & Marketing

02POLICY REVIEW & QUOTING

03Case Management & File Building

04UNDERWRITING

05POLICY SERVICING & CLAIMS

06RISK & COMPLIANCE

THE POLICY LIFE CYCLE

-Find the people who need coverage, and reach them at the right moment.

03 BRANDS

3 INSURANCE BRANDS. ONE PLATFORM.

Each brand serves a different audience with a different problem. However, they all run on LifeRoc Analytics, so when one gets better, they all get better.

LifeRoc Capital

For financial advisors

Works with financial advisors to sell clients’ life insurance policies directly to buyers, with no broker in the middle.

Life Settlements

Sell My Policy

For policyholders

For policyholders who want to know what their policy is worth, and sell it on their own terms.

Life Settlements

Policy Report Card

Before you decide

A plain-English report card and grade for insurance policies.

Life, Medicare

More to come New companies are on the way, built on the same platform.

04 PRODUCT LINES

Three lines of business

Life, life settlements and Medicare share the same data, models and workflows. What we learn in one line, we put to work in the others.

01 Life

Coverage for families, and honest reviews of the policies they already own.

02 Life Settlements

A fair, open market for policies people no longer need.

03 Medicare

Help choosing a plan that fits, every enrollment season.

05 FAQ

Common questions

LifeRoc Analytics is an AI insurance operating system. It automates routine work and brings intelligence to each step of a policy’s life cycle: customer acquisition, underwriting, policy servicing and compliance. It runs every LifeRoc brand, including LifeRoc Capital, Sell My Policy and Policy Report Card.

It reviews policies, organizes medical records, builds case files, and prepares medical profile summaries and recommended debits and credits. Our team reviews the work and makes the final call on risk decisions.

In production. Our own companies use it every day to find customers, review and quote policies, manage cases and serve policyholders. Every case it handles makes the platform better.

Life insurance, life settlements and Medicare. All three share the same data, models and workflows, so what we learn in one line we put to work in the others.

Every sales representative starts the day with a ranked call list and the reason each name is on it. The platform scores and routes leads, tracks engagement across email, phone and the web, and runs follow-up campaigns by email, text and phone.

One platform under every brand, with the same data and the same models. Software handles intake, follow-up, file building and monitoring around the clock, and people spend their time on judgment, relationships and decisions. That is how LifeRoc runs today.

A team of engineers, data scientists, underwriters, salespeople and operators who build the software and use it every day. We are hiring.

06 WE ARE HIRING

OUR TEAM MOTTO

COLLABORATE

We seek out engagement with our agents, policyholders, and team members to foster discussions on how the future of insurance might look and to chart our course for getting there.

Move quickly

Our customers expect speed. A week of waiting is a week of frustration. We constantly work to remove every delay we find in a process.

Keep learning

Every new piece of data processed is an opportunity for us to learn and to make our systems, processes, and operational decisions better.

who we arE
looking for

If you like fun problems and building elegant solutions, we’d like to meet you.

EngineeringData ScienceUnderwritingSALESOperations

LifeRoc Analytics

LIFEROC CAPITAL · SELL MY POLICY · POLICY REPORT CARD