SE2 and Launch Digital Engagement Solution for Life Insurance

The SE2 Digital Engage solution leverages APIs from the SE2 Aurum digital platform and connects with’s front office and customer engagement solution.

(Image source: SE2 homepage.)

SE2 (Topeka, Kan.), a provider of technology driven third-party administration services, and, a customer engagement technology firm focused on the life insurance and annuity industry, have announced the launch of a co-developed integrated end-to-end digital enterprise life and annuity platform, SE2 Digital Engage. The platform leverages APIs from the SE2 Aurum digital platform and connects with’s (Princeton, N.J.) front office and customer engagement solution. The vendors say the new solution provides carriers the opportunity to leapfrog into the digital era and successfully broaden and deepen customer engagement. The launch of SE2 Digital Engage follows SE2’s acquisition of a majority stake in in May 2019.

Vinod Kachroo, CIO, SE2.

As the life insurance industry continues to evolve, carriers are improving their sales and service offerings as their differentiator, according to Tom Scales, Head of Celent’s Life & Health Insurance, Americas. “To jumpstart their efforts, many companies are looking for a TPA partner that can provide the entire digital experience,” he comments. “While many companies are more comfortable doing it all themselves, we encourage carriers to look at available implementation approaches. Speed to market is critical.”

SE2 Digital Engage is designed to enable carriers to reimagine the life insurance experience for distribution channels and consumers with an engagement model that incorporates wellness aspects and gamifies customer engagement to enable rapid launch of suitable products to target customers at the right time, according to a joint statement from the vendors. They say solution will readily integrate with external third-party data and allow insurers to quickly build products and amend processes to address the rapidly changing demands of an evolving customer base.

With the state-of-the-art engagement capabilities provided by the platform, carriers and advisors will be better equipped to connect with their customers leading to improved sales conversion rates, higher customer satisfaction, and reduced lapse rates, the vendors’ statement asserts.

“The SE2 Digital Engage solution that combines the capabilities of SE2 and, along with the innovative SE2 Aurum platform, will enable life carriers and annuity providers to improve and personalize touchpoints with customers and become an integral part of their life and wellness routine,” comments Vinod Kachroo, CIO, SE2. “It will also eliminate redundancies, attract and retain customers by offering a truly digital-age experience while providing the policy servicing experience their customers are demanding.”

Easy, Quick Selling Experience

Jon Cooper, founder and CEO,

“Through leveraging APIs, the platform enables the managing of applications digitally from quote to issue and gives carriers a one-stop platform with all the information and dashboards to provide customers a next-generation experience throughout the policies lifecycle resulting in an easy, quick selling experience and greatly improving the customer experience,” Kachroo adds.

“Carriers and advisors need to increase their reach, efficiency, and impact,” comments Jon Cooper, CEO, “A digital engagement solution that establishes, nurtures, and grows customer relationships and delivers real-time actionable insights and next-best-action recommendations back to advisors and carriers, to help them achieve this and meet the demands of today’s customers.”

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Anthony R. O’Donnell // Anthony O'Donnell is Executive Editor of Insurance Innovation Reporter. For nearly two decades, he has been an observer and commentator on the use of information technology in the insurance industry, following industry trends and writing about the use of IT across all sectors of the insurance industry. He can be reached at or (503) 936-2803.

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