Customer Experience, Service & Success

A Customer Engagement Technology Firm Named a Hot Vendor

Recognized by leading global research firm for pioneering the future of customer engagement.
customer experience services, a leading customer engagement technology firm and independent subsidiary of SE2, today announced it has been recognized as a “Hot Vendor” in HFS Research’s Hot Vendor report. As an organization with a vision and strategy to impact and disrupt the market, joins the report’s exclusive group of emerging players with offerings that solve today’s complex business problems and exploit market opportunities. HFS Research’s Hot Vendors are chosen based on a company’s distinct offering, robust ecosystem, client impact and financial position.

“We are honored to be recognized by HFS Research for our innovative end-to-end digital solution,” said Jon Cooper, co-founder and CEO of “With 72% of policyholders wanting to hear from their life insurance company more regularly, we are proud to be recognized as the solution that engages customers both initially and over time. As the only comprehensive digital client experience that offers engagement-driven needs analysis, quote, e-app, and a self-service portal, we are here to help businesses of all sizes tackle their digital needs.” was founded to help bridge the relationship between life insurance carriers and their prospects and customers. The company provides a customer-centric approach to insurance sales, service and engagement, creating meaningful interactions that lead to win-win scenarios. By introducing the platform, carriers have reported a 22% reduction in lapse rates and a 35% reduction in lapse rates for policyholders who actively use the platform.

The report recognizes “the modular nature of’s platform as a good way for potential clients to choose the right approach for their customers and ensure that the technology integrates with their existing initiatives”. Last year, and SE2 launched SE2 Digital Engage, an integrated end-to-end digital life and annuity platform combining’s customer experience capabilities with the advanced capabilities of the SE2 Aurum® suite.

By offering personalized interactions and prioritizing a mobile-first, self-service,’s suite of solutions integrates powerful customer engagement across the lifecycle to reduce friction, convert sales and optimize results. suite of enterprise solutions: Life.ioGrow, a needs analysis, quick quote, e-application and advisor portal; Life.ioEmpower, a digital self-service portal, and Life.ioEngage, a digital customer engagement platform, helps companies educate, engage and reward their customers at every stage of the customer journey.

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