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Healthier In-force Population & Enhanced Customer Relationships

We enable multi-line carriers to engage digitally with policyholders and support a healthier & wealthier population

Explore What We Do

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Optimity is a platform designed to engage younger, digital, and health-conscious consumers,
serving their needs for a lifetime.




Configurable mobile apps

Configurable mobile apps

Deploy your own experience, offer policyholders a way to digitally connect to your brand via white-labelled
mobile & desktop apps


Carrier admin platform

Carrier admin platform

Access real-time data, manage incentives, create targeted offers in our unified data structure that is optimized for user segmentation


AI-recommendation engines

AI-recommendation engines

Leverage machine-learning to dynamically monitor population risk, give personalized support, and identify coverage needs


Policyholder Benefits

Unleash an engaging digital program that is appealing to today's consumers


Holistic health & wealth support
Track goals & life events
Measure their health grade
Access 3000+ activities
Sync 400+ wearables & health apps
Earn loyalty points & rewards
Access insurance products with discounts

Optimity Health & Wealth Grade

We offer holistic Health Risk and Financial Wellness assessments to power personalized recommendations


Expert content personalized to the users lifestyle
Updated quantitative scoring: health grade
Gamified experience
Join group health challenges
Customizable offers based on life stage
Social health-conscious community & inherently viral
Optimity App Screens

Sandbox Your Experience


Explore your experience by previewing the user onboarding flow in the free Optimity community. This gateway experience can be expanded with your branding, tailored offers and triggers.

$12 T protection gap




Consumers are facing a widening protection gap in life and health
in North America and the world


45% of households reported that they need more insurance.


Today’s consumers have a clear preference for digital solutions that give them value in both the near- and long-term


Insurance carriers’ future business relies on the ability to attract, acquire, and engage policyholders

$56B of revenue could be added by 2020, if carriers effectively cross-sell & upsell pertinent policies to Group or P&C customers

Many carriers are already using effective and scalable tools like Optimity to modernize their business operations and customer experience

Optimity helps carriers deliver



Enhanced customer engagement

Optimity is a captivating gamified experience for your customers that meets consumers’ expectations 01

Quantitative and Dynamic Profiling

Dynamic updating of information powering increased analytics for your in-force book: preferences, activity habits, lifestage, coverage gaps 02

Cross-sell & Up-sell to In-Force Policyholders

Reduce cost of acquisition for new customers, engage members on a regular basis, provide value add perks and programs to policyholders to earn trust, get persona level information to make pertinent offers when customers need them 03

Engagement & Persistency

Create regular positive touchpoints with the customer to increase persistency, provide value-add experiences in between payment and claim, boost check-ins with customer across life-cycle 04

Referral and leads for new customers

Collect new leads through peer-rated referrals, attract affinity groups through communities, create a viral lead-generation funnel from your customer advocates 05

Policyholders longevity

Improve the risk of your in-force book by helping members live long and healthy lives, recommend personalized health and wealth programs generated by experts, provide assessments for users to track and measure their health score 06

Within 72 hours, your sandbox can be configured to create your sample experience demo with your brand, linked offers and products!


Get a Preview!

Optimity Capabilities


We are uniquely positioned to partner
and scale a brand experience with you.

Optimity App Screens

Mobile-first Experience


Suitable for reaching customers where they give their attention to: 46 times a day! We offer native iOS, Android app experiences, as well as Blackberry, Amazon, and Web apps.

User-centric Engagement


Optimity has be recognized for our achievement in user participation rates and engagement rates based on our user-centric design practices.

Insights & Data


Using AI and our insights engine, Optimity admin dashboard will provide real-time usage data and unique insights to your sales and marketing team.

Agile Configurability


Only Optimity offers deep configurability through the admin dashboard and panels on every aspect from colour and imagery to content and promotions in real-time for all user experiences.

Feedback Process


We take an iterative and experimental approach to working with our partners to consistently improve product and outcomes to optimize KPIs.

Scalable Technology


Our segmentation and retargeting functionality will allow you to create and sustain dynamic and personalized app experiences for each target demographic with ease and at scale.


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