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Zinnia Live

Zinnia Live is a unified policy management interface that serves multiple user types including carriers, operations teams, advisors, and consumers. The platform provides real-time access to policy information, self-service transaction capabilities, and streamlined operations through a single, intuitive interface. It can function as both a standalone UI and a headless API, integrating with existing policy administration systems without requiring full system replacements.

Key Benefits

Deliver seamless life insurance experiences across channels

Zinnia Live offers a modern, digital-first interface for applying, managing, and servicing life insurance policies. Whether clients engage through agents, call centers, or direct channels, the platform provides a consistent, intuitive experience that drives satisfaction and retention.

Unify operations with a single servicing platform

From quoting to policy changes to claims, Zinnia Live supports the full policy lifecycle in one integrated system. This consolidation eliminates silos, reduces handoffs, and empowers teams to work faster and more collaboratively.

Boost advisor productivity with real-time insights and tools

Advisors get instant access to client information, case status, and product resources—right at the point of sale. Built-in workflows streamline eligibility checks, disclosures, and document collection, reducing friction and helping close business faster.

Adapt and grow with modular, carrier-ready infrastructure

Designed to support both new and legacy products, Zinnia Live enables carriers to modernize at their own pace. Its scalable architecture allows for easy integration, fast deployment, and future-proof growth as market needs evolve.

What Makes It Different

Proven cost reduction: Documented 25-50% reduction in call center volume and total cost of ownership through comprehensive self-service capabilities.
Universal integration approach: Functions as both standalone UI and headless API, accommodating various integration requirements without system replacement.
Multi-persona design: Single platform serves carriers, operations teams, advisors, and consumers with customized experiences for each user type.
Comprehensive transaction coverage: Supports full range of insurance transactions from new business through claims, eliminating the need for multiple specialized interfaces.

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Podcasts

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S1E3 · 28:38

Where's My Money? Solving Insurance's Last Mile Problem

Moshe Golomb, CEO of Juice Financial, tackles the $10 trillion check problem still plaguing insurance. After 26 years digitizing payments across retail and banking, he's bringing Uber-like transparency to insurance disbursements — from death claims to annuity payments to international stablecoins. Plus: why 20% of insurance costs are fraud, and how open banking is changing the game.

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S1E22 · 37:41

Your AI Strategy Is a Document — The Operating Model Is the Difference

Sean O'Donoghue — Chief Digital, AI & Technology Officer at Security Benefit and Eldridge Wealth Solutions, who came to the retirement business by way of DreamWorks, Madison Square Garden, and Major League Soccer — argues that most insurance AI stalls not on the technology but on the operating model. He draws the line for Paul: a strategy is a document; an operating model is a system where everyone already knows who decides, who builds, how it's governed, and how data flows without needing a meeting. He reframes straight-through processing as table stakes and points to “the conversation around the button” — surfacing the consequences of a transaction just in time — as the next battleground, moves employees from “human in the loop” to “human above the loop,” and insists governance is a framework, not a committee, with the advice boundary built into infrastructure rather than decided by a model in a prompt. Security Benefit and Zinnia are affiliated companies under common ownership by Eldridge Industries. Security Benefit is also a client of Zinnia. The views expressed by podcast guests are their own.

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Get Started with Zinnia Live

Reduce operational costs and improve customer satisfaction with unified policy management. Contact our team to schedule a demonstration and learn how Zinnia Live can streamline your insurance operations.

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