Expand Your LTC Policy Sales—Empowered by AI.

Expand Your LTC Policy Sales—Empowered by AI.

Expand Your LTC Policy Sales—Empowered by AI.

Waterlily gives your distribution network the tools to educate clients, showcase coverage gaps, and convert interest into actual LTC policies.

Waterlily gives your distribution network the tools to educate clients, showcase coverage gaps, and convert interest into actual LTC policies.

Long-term care remains one of the most undersold yet critical insurance products. Waterlily simplifies the conversation by providing personalized LTC forecasts, enabling agents and advisors to confidently recommend the right policies and boost sales.

Unlock Powerful Benefits

Empower Agents to Sell More LTC

Empower Agents to Sell More LTC

“Transform even novice agents into LTC experts with guided, data-driven conversations.

“Transform even novice agents into LTC experts with guided, data-driven conversations.

Motivate Clients with Real Numbers

Motivate Clients with Real Numbers

44.8% of Waterlily users purchase LTC insurance or related coverage after seeing their personalized plan.

44.8% of Waterlily users purchase LTC insurance or related coverage after seeing their personalized plan.

Shorten Sales Cycles

Shorten Sales Cycles

Clients better grasp the urgency when they see precise care timelines and potential out-of-pocket costs.

Clients better grasp the urgency when they see precise care timelines and potential out-of-pocket costs.

Upsell and Cross-Sell Opportunities

Upsell and Cross-Sell Opportunities

Encourage higher coverage amounts or add-ons like hybrid policies once the client understands their risk.

Encourage higher coverage amounts or add-ons like hybrid policies once the client understands their risk.

Streamlined Distribution at Scale

Streamlined Distribution at Scale

Roll out Waterlily across your network—helping thousands of agents close more LTC deals with less friction.

Roll out Waterlily across your network—helping thousands of agents close more LTC deals with less friction.

Case Studies

Case Studies

See how top advisors and distribution networks use Waterlily to educate clients, accelerate LTC sales, and increase policy conversions.

See how top advisors and distribution networks use Waterlily to educate clients, accelerate LTC sales, and increase policy conversions.

Using Waterlily to close $1.3m in new AUM

Using Waterlily to close $1.3m in new AUM

How It Works

How It Works

Secure Integration

Carriers, BGAs, FMOs, IMOs can embed Waterlily seamlessly into their distribution channels.

Agent Access & Training

Agents receive logins and quick onboarding, letting them run personalized LTC projections for every prospect.

65% more accurate than industry standard methods.

Accelerate LTC Conversions

Once clients see the cost timeline, they’re far more likely to finalize LTC coverage—growing your sales volume.

Agents using Waterlily report shorter sales cycles, higher average policy amounts, and greater client satisfaction—leading to stronger retention and more referrals.

Ready to Supercharge Your LTC Policy Distribution?

See how Waterlily helps your agents sell more LTC, faster

See how Waterlily helps your agents sell more LTC, faster

FAQs

FAQs

FAQs

Does Waterlily support different LTC products (traditional, STC, hybrids)?

Does Waterlily support different LTC products (traditional, STC, hybrids)?

Does Waterlily support different LTC products (traditional, STC, hybrids)?

How do agents learn to use it quickly?

How do agents learn to use it quickly?

How do agents learn to use it quickly?

Is there any bias toward certain carriers or products?

Is there any bias toward certain carriers or products?

Is there any bias toward certain carriers or products?

Still have more questions? Contact us

Still have more questions? Contact us

© Waterlily Caregiving 2025. All Rights Reserved.

+1 (510) 239 7411

Location

401 Harrison St UNIT 5A
San Francisco, CA 94105

© Waterlily Caregiving 2025. All Rights Reserved.

+1 (510) 239 7411

Location

401 Harrison St UNIT 5A
San Francisco, CA 94105

© Waterlily Caregiving 2025. All Rights Reserved.

+1 (510) 239 7411

Location

401 Harrison St UNIT 5A
San Francisco, CA 94105

© Waterlily Caregiving 2025. All Rights Reserved.

+1 (510) 239 7411

Location

401 Harrison St UNIT 5A
San Francisco, CA 94105