More conversations, faster sales, powered by AI.
More conversations, faster sales, powered by AI.
More conversations, faster sales, powered by AI.
Waterlily conveys the importance and urgency for long-term care coverage, driving more policy sales, often for more coverage.
Waterlily conveys the importance and urgency for long-term care coverage, driving more policy sales, often for more coverage.
Most clients don’t realize the true cost of long-term care until it’s too late. Waterlily shows them exactly when and how their care needs might begin, motivating faster, more confident decisions about life, LTC insurance and annuities.
Most clients don’t realize the true cost of long-term care until it’s too late. Waterlily shows them exactly when and how their care needs might begin, motivating faster, more confident decisions about life, LTC insurance and annuities.
Unlock Powerful Benefits
Elevate Sales Conversations
Elevate Sales Conversations
Go beyond generic cost-of-care brochures. Waterlily’s AI personalizes LTC projections, helping clients see why coverage is vital today.
Go beyond generic cost-of-care brochures. Waterlily’s AI personalizes LTC projections, helping clients see why coverage is vital today.
Accelerate Your Sales Cycle
Accelerate Your Sales Cycle
44.8% of Waterlily users purchase a policy or annuity after building their plan - an 11,100% increase over baseline LTC sales.
44.8% of Waterlily users purchase a policy or annuity after building their plan - an 11,100% increase over baseline LTC sales.
Protect & Upsell Existing Clients
Protect & Upsell Existing Clients
Show current clients how quickly costs add up, prompting them to expand or upgrade policies.
Show current clients how quickly costs add up, prompting them to expand or upgrade policies.
Attract New Prospects
Attract New Prospects
Use Waterlily as a conversation starter to stand out from other agents, converting leads into loyal policyholders.
Use Waterlily as a conversation starter to stand out from other agents, converting leads into loyal policyholders.
Build Trust, Reduce Defensiveness
Build Trust, Reduce Defensiveness
AI-driven data is objective, not a pushy sales tactic, so clients view you as a trusted advisor, not just a salesperson.
AI-driven data is objective, not a pushy sales tactic, so clients view you as a trusted advisor, not just a salesperson.
How It Works
How It Works
Enter Basic Client Info
Enter Basic Client Info
In minutes, Waterlily’s secure intake lets you capture health, lifestyle, and family details.
Get AI-Backed LTC Forecasts
Get AI-Backed LTC Forecasts
Immediately show clients their potential care timeline, likely costs, and how coverage fills the gap.
65% more accurate than industry standard methods.
Close the Sale
Close the Sale
Guide them to the right LTC, STC, life, or annuity product—confident in the need and ready to act.
Case Studies
Case Studies
See how advisors are closing more sales and building trust with Waterlily.
See how advisors are closing more sales and building trust with Waterlily.
Using Waterlily to close $1.3m in new AUM
Using Waterlily to close $1.3m in new AUM
How Waterlily drives strategic annuity decisions
How Waterlily drives strategic annuity decisions
A 44.8% purchase rate speaks volumes. Agents nationwide report faster closes, higher coverage amounts, and more satisfied clients.
Ready to Drive More LTC & Annuity Sales?
Schedule a personalized demo and see how Waterlily transforms your LTC conversations.
Schedule a personalized demo and see how Waterlily transforms your LTC conversations.
FAQs
FAQs
FAQs
Is Waterlily difficult to learn?
Is Waterlily difficult to learn?
Is Waterlily difficult to learn?
What products can I showcase?
What products can I showcase?
What products can I showcase?
How accurate are the forecasts?
How accurate are the forecasts?
How accurate are the forecasts?
Still have more questions? Contact us
Still have more questions? Contact us
Carriers and Distributors
Location
401 Harrison St UNIT 5A
San Francisco, CA 94105
Carriers and Distributors
Location
401 Harrison St UNIT 5A
San Francisco, CA 94105
Carriers and Distributors
Location
401 Harrison St UNIT 5A
San Francisco, CA 94105
Carriers and Distributors
Location
401 Harrison St UNIT 5A
San Francisco, CA 94105
