Plexus Digital Engagement: Real-time digital journeys for life and pension customers

Your customers expect clear, personal and timely communication. Plexus Digital Engagement helps you deliver it across the moments that matter, with configurable portals and proven journeys for policyholders, participants, employers, advisors and brokers.

Request a demo Read the brochure

Life and pension products are complex. Communication does not have to be.

Plexus Digital Engagement helps you guide customers, employers, advisors and brokers through the moments that shape their experience. Onboarding, policy changes, pension choices, everyday self-service. Give each audience relevant information through the right channel at the right time.

Connected to the systems behind it

Journeys connect to the processes underneath them, so customers get relevant interactions and your organisation gets visibility, control and efficiency. Used with Plexus or Lifetime, customer changes can be processed straight through, with no manual step in between.

13 million +

Policies in production or implementation on Plexus

75+

complex legacy migrations delivered

100%

implementation track record

10+ years

average customer relationship

What Plexus Digital Engagement brings together

Built for life and pensions
Designed around the specific journeys, roles and communication needs of life and pension providers, not adapted from a generic engagement tool.

Flexible implementation
Cloud-based and standalone, integrated with Plexus or Lifetime, or connected to third-party platforms. Go digital without replacing your whole landscape.

Journey performance insight
Built-in ControlRoom KPI dashboarding gives teams a clear view of how customers behave and where journeys break down.

Make every interaction clearer, faster and more relevant

Turn engagement into action

Personal, timely and relevant messages that help policyholders, participants, employers, advisors and brokers understand their options and take the next step.

Make self-service easier to use

Clear digital journeys for the common tasks, choices and service requests that would otherwise arrive in your contact centre.

Reduce manual handling across the journey

Front-end journeys connect to back-end processes, so changes are handled faster and with fewer manual steps.

Improve journeys on evidence, not instinct

ControlRoom KPI dashboarding shows customer behaviour and friction points, so improvements are based on what people actually do.

Build trust through clearer communication

Give customers clearer information and more control at the moments that matter.

Where AI innovation gets built

AI inherits the quality of the data beneath it. Plexus produces governed member data, calculations and domain logic every day, in live operations.Keylane Automate is built to take full advantage of it.

Your teams design, run and govern AI agents and workflows that respond to life events, personalise member communications and speed up case handling with human oversight where the use case requires it.

Explore Keyane Automate