Take Control of Your Annuity and Life Insurance Book of Business
Lifecycle Manager gives your firm real-time visibility, automated alerts, and smarter servicing tools—without overhauling your existing systems.
Built for Post-Sale Excellence
Luma’s Lifecycle Manager is purpose-built to support your operations after the point of sale—whether you’re managing annuities, life insurance policies, or both.
With Lifecycle Manager, you can:
Start Simple. Scale Seamlessly.
Lifecycle Manager is available as a standalone solution, ideal for firms looking to modernize their post-sale operations without replacing their current infrastructure.
But when you’re ready, Luma offers a complete annuity and life insurance experience—from education and discovery to quoting, ordering, and servicing. Each module is designed to work together, saving time and reducing risk across your entire workflow.
A Smarter Way to Manage In-Force Business
Lifecycle Manager is designed for financial professionals who want to streamline policy servicing and improve advisor support—without a full digital transformation.
Unify Your Book of Business
Gain real-time visibility across all annuity and life policies, regardless of carrier or order entry system.
Turn Post-Sale Into a Growth Engine
Receive automated alerts on client policy events like surrenders, annuitizations, or withdrawals to proactively re-engage.
Streamline Compliance and Oversight
Create custom views, export data, and track activity with tools designed for back-office and compliance efficiency.
