Your Clients Fill Their Applications.
You Focus on Closing.
Brightlife Advisor gives financial advisors a smarter way to work. Prospects register and complete their own life insurance application — so you can spend your time on what truly matters.
Advisor-First
Built for growth
Self-Service
Clients fill their own apps
Full Pipeline
Prospects to invoices
Everything You Need to Succeed
Prospect Pipeline
Track every prospect through a fully customisable pipeline with statuses, sub-statuses, and notes.
Always in the Loop
Know the moment a prospect registers, completes their application, or needs a follow-up — without manually checking in on anyone.
Client Portal
Clients get a guided portal to complete their own life insurance application — no back-and-forth, no bottlenecks.
Everything you unlock as a subscriber
Brightlife Advisor gives you the tools to look professional, grow your pipeline, and close more — all without the admin overhead.
Your brand, your page
Get a personalised public profile link you can post on Facebook, Instagram, or anywhere. Choose from 5 templates, 10 colour themes, backdrop images, and a photo slideshow.
Clients apply themselves
Share your link and clients fill in everything — personal details, health history, beneficiaries — at their own pace. No paper forms, no back-and-forth.
Never miss a lead
Every new registration lands directly in your pipeline. See who's new, who needs a follow-up, and who's ready to close — all in one dashboard.
Priced for advisors, not enterprises
One flat subscription. Every feature included — no tiers, no per-client fees, no surprises. A monthly rate that a single successful close more than covers.
Build instant credibility
Showcase your bio, achievements, credentials, and products. Clients see your professionalism and expertise before they ever meet you.
Your data, your control
All client information is stored securely and accessible only to you. Manage, review, and act on your entire book of business from one place.
Built for Advisors & Their Clients
Practice Management
Manage your own prospect pipeline, customise your landing page, issue invoices, and generate client reports.
Self-Service Portal
View your profile and manage your life insurance application through a clean, guided portal.