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Connect with your clients

Retain customer relationships, create lasting bonds with the next generation, show your clients they really matter.

Team up with Life in Cache to see how it’s done…
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Life in Cache brings you and your clients closer together allowing you both to make informed decisions

Partner

Build stronger relationships with your clients.

Service

Offer a relevant service to your clients not previously available.

Connect

Connect with the next generation of clients.

Life in Cache Business Features

A dual branded life planning digital archive that connects you with your customers

My Dashboard

Your client’s dashboard will appear similar to the individual’s dashboard but will be Co-branded with your business details. Clients will have your support with their Life in Cache plan which will compliment any other business areas you may offer.

Account Settings

This area shows your business account settings which are preset by the Life in Cache team when you are approved as a partner. Business name, Billing information, number of plans purchased etc…

Business Administrators

Business Administrators can purchase plans and distribute them to their selected business Account Managers. Administrators also have the same customer control rights as a business Account Manager allowing them to assist clients directly.

Account Managers

Account Managers can distribute plans to clients via their Life in Cache business panel. Account managers can also assist clients with data input and management of their life plan.

Clients

The Life in Cache dashboard allows you and your clients; provided they have allowed you access, to view and add to their life plan. This dashboard has the same functionality as the individual account but allows you to help your clients input their data if they require assistance.
Life in Cache compliments many businesses
Financial Services
Wealth Management
Employee benefits
Insurance advisors
Health Care
Legal Advisors

Life in Cache is the most versatile and secure life planning vault available

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Help Centre

Make Life in Cache your No1 new year’s resolution. Here’s Why…
Kübler-Ross 5 stages of grief
Why have a Life in Cache plan?
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