Workbench
powered by Dayforward
Dayforward’s comprehensive life insurance management platform seamlessly integrates sales, underwriting, and policy administration, enabling carriers and distributors to grow business with high levels of automation and efficiency. Workbench is available as a SaaS offering.
Why use Workbench?
Transform your business with a unified platform that connects consumer, agent, underwriter and operations.
Buying Experience
Enable an effortless sales process through agent-led, digital self-serve, or hybrid sales experiences. The entire process, from quote to policy issuance, is as fast and frictionless as possible.
Agent Tools
Empower your agents with a comprehensive sales management dashboard, that’s combined with lead generation tools and personalized servicing to drive success.
Underwriting
Maximize approval velocity and minimize declines with software that combines automated and human underwriting.
Service Portal
Provide consumers with intuitive digital self-service solutions that resolve the majority of customer service issues.
Policy Administration
Utilize robust policy administration tools for comprehensive servicing across payments, billings and beneficiary management.
Simple Integration
With APIs, plug-and-play widgets, single sign-on support, and robust administration tools, it’s easy to digitize your value chain
Integrate Workbench Into Your Business.
Digitize your entire value chain with our integrated software, revolutionizing how you operate, sell and service in the digital age. Learn more about our managed services powered by Workbench.
Managed Services