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Be more connected with your clients

Deepen client relationships, building closer links with the next generation.

Make better informed decisions.

Use Life in Cache to help clients Secure, Control & Share their Basic Information, Digital World, Wills, Trusts, Life Insurance Documents, Important Financial Information and much more…
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Life in Cache enhances the quality of dialogue with clients creating opportunities to provide valuable advice

Partner

Building 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 your services
Flexible
Available 24/7
Comprehensive
Easy to Use
Innovative
Safe and Secure

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

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