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Life & Pensions Mobile App - Complete Self-Service for Policy Management

BEAKWISE LIFE & PENSIONS MOBILE APP

Your Customer's Financial Future, in Their Pocket.

Transform your relationship from a once-a-year statement to a daily partnership. Our white-label app, built by the team behind the world's highest-rated insurance apps, provides a powerful, intuitive, and secure tool for your policyholders to manage their protection, investments, and retirement goals.

Beakwise Life & Pensions

SELF-SERVICE

9:41

My Life & Pensions

Secure • Intuitive • Powerful

Total Portfolio Value

€296,157

+14.8% YTD

Recent Activity

Fund switch completed successfully

Complete Self-Service Across the Entire Product Lifecycle

From policy inception to retirement payout, every action at their fingertips

Total Self-Service for Every Life & Pensions Product

From simple term life to complex unit-linked pensions, our app provides a complete suite of self-service tools for every stage of your customer's financial journey.

Manage Protection with Ease

Give your term, whole, and universal life policyholders complete control.

  • Update Beneficiaries

    Securely add or change beneficiary details with biometric authentication.

  • Adjust Coverage

    Apply for an increase in coverage or add riders directly from the app.

  • Policy Loans

    View available loan values and initiate a loan request in minutes.

  • Initiate a Claim

    A guided, empathetic process for beneficiaries to start a claim, with secure document upload.

Beakwise Life ProtectionActive

Policy Type

Term Life Protection

Coverage

€500,000

Premium

€125/mo

Beneficiaries

Sarah Johnson

Spouse • 100%

Update Beneficiaries

Secure with biometrics

Adjust Coverage

Increase or add riders

Policy Loans

Instant loan access

Initiate Claim

Guided claim process

Current Policy Value

€45,280

Loan Available

€22,640

Natively Integrated for a Flawless, Real-Time Experience

Every action in the app triggers a perfectly orchestrated response across your operational backbone.

1

Customer Takes Action

Your policyholder initiates a change through the mobile app with just a few taps

Switch investment funds
Update beneficiary
2

Intelligent Orchestration

The Beakwise ecosystem springs into action, processing the request across multiple systems

Validate & authorize
Apply business rules
3

Instant Confirmation

Customer receives immediate feedback and all systems are synchronized

Push notification sent
Email confirmation
Beakwise Ecosystem

The Power of Unified Integration

Every action in the Life & Pensions app triggers a perfectly choreographed response across your entire insurance ecosystem

Real-time Sync

<100ms

Integrated Systems

12+

Security

Bank-grade

See It In Action: Sarah's Retirement Planning Journey

Sarah, 35, wants to increase her pension contributions after receiving a promotion:

1

Sarah opens the app and adjusts her monthly contribution from €450 to €650

2

CJTM creates a task for review, MoneyIO updates payment schedules

3

Core System recalculates projections, showing €4,200/month at retirement

4

CCM sends confirmation email with new projection report attached

Ready to Transform Your Insurance Operations?

Join leading insurers who have already achieved 40% efficiency gains with our platform