Reputation management for insurance brokers

Turn every customer experience into an opportunity to listen, improve and build trust.

LifeWIRE helps brokerages collect feedback, route service concerns and send consistent online review invitations without relying on producers or service teams to remember every follow-up.

Plan your reputation workflowSee how it works
Customer sharing feedback from a mobile device
One connected reputation workflow

Know what customers think—and make sure the right person can act.

Create a repeatable process for private feedback, service recovery and public review invitations across locations, teams and customer milestones.

01

Collect meaningful feedback

Send NPS or experience surveys after configured events and capture the context behind each response.

02

Route service recovery

Notify the right team when feedback needs attention so concerns do not disappear into an inbox or spreadsheet.

03

Build review consistency

Invite eligible customers using neutral, configurable business rules and send them directly to your selected review site.

How it works

From policy event to measurable follow-up.

Connect the workflow to your broker management system or another defined source, then configure when each action should happen.

01

Start with a customer milestone

Use a completed transaction, renewal, service interaction or another defined event to begin the workflow.

02

Request private feedback

Send a branded request through the configured channel and capture ratings, comments and relevant context.

03

Escalate what needs attention

Apply routing rules so the appropriate team can follow up on service issues while they are still actionable.

04

Send the review invitation

Apply your configured eligibility rules consistently and link customers directly to the chosen public review destination.

Built for brokerage operations

Manage the program without adding another manual process.

Give authorized teams a clear view of feedback, workflow status and results while keeping rules consistent across the organization.

  • Branded survey and review experiences
  • Configurable triggers, timing and eligibility
  • Location and team-level routing
  • Service recovery alerts and ownership
  • Review invitation activity tracking
  • Performance and trend reporting
Protect the experience. Strengthen the reputation.

Build a reputation program your team can run consistently.

We will help map the customer moments, routing rules and review destinations that fit your brokerage.

Talk to LifeWIRE