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What we do
A professional financial advice methodology, powered by enterprise-scale technology
We help financial institutions revolutionise their advice delivery through our comprehensive platform that integrates technology, processes, and human expertise.
Our solution enables advisors to provide holistic financial planning while dramatically improving productivity and compliance.
Why partner with us
Lifecheq delivers measurable improvements through a unique partnership model
Productivity enhancement
Improve advisor productivity by up to 80% through AI-augmented workflows and targeted automation that enhances human capabilities.
Value-based partnership
Our fees are tied to your results. When you grow, we grow. Strong results, shared success. We stay embedded through preparation, pilot, rollout, and ongoing management to make sure performance keeps improving.
Distribution expansion
Access new market segments and expand your product offering with our integrated distribution platform and expertise.
Cross-selling capabilities
Enable your advisors to expand their product basket by 5X with intelligent recommendations and holistic client reviews.
Risk reduction
Minimise business risk with improved compliance tracking, advisor quality management, and systematic process controls.
Business intelligence
Gain actionable insights with real-time analytics and management dashboards that highlight opportunities and challenges.
Deep domain expertise
Founded by financial services veterans with decades of actuarial, distribution and product experience.
Proven scale
Cloud-native platform serving 8,000+ advisors, processing over 1 million policies annually.
Case study
Enterprise transformation at scale:
The Sanlam story
Proven results:
Sanlam Retail Mass
Working with Sanlam Retail Mass, one of South Africa's largest insurers, we transformed their entire distribution network across thousands of advisors and millions of customers.
Key results in 3 years
Our partnership model drove tangible outcomes, all without increasing headcount:
80%
improvement in advisor productivity
80%
increase in gross written premium
80%
reduction in customer churn
40%
increase in advisor earnings
5x
expansion in product basket per advisor
The transformation
A diversified product mix and increased basket size, achieved through holistic advice delivery. Scale reached without increasing headcount.
What made it a success
True partnership approach, supporting technology deployment with business process transformation, change management, training support, and continuous optimisation.
Testimonials
What partners say
We've hit record productivity, with the highest GWP per adviser we've had in recent times. Our advisers are delivering better quality advice across a wider product basket.
Abulela Gazi
Head of Distribution, Sanlam Retail Mass
Lifecheq allowed us to get our insurance distribution off the ground in a matter of months when we thought this was impossible. Their iterative process allows for quick learning and rapid scaling. It's been a game changer.
Julius Sikhuza
Managing Director, MTN aYo Insurance South Africa
This must surely be the leading platform on the market for retail distribution. I've seen many around the world and few can match the results that the partnership model of Lifecheq can deliver.
Wilf Blackburn
ex CEO: Growth Markets, Prudential
Trusted by industry leaders
Ready to transform your distribution network?
