se2, integrated with DocuSign, provides real world solutions for insurance companies looking to modernize their platform.

We offer access to proprietary, state-of-the-art technology that provides lower operating costs, scalability, reduced risk and the opportunity to deploy capital elsewhere.

se2 is a risk-sharing partner providing practical, real-world solutions. We are committed to cutting processing time, improving customer service and improving persistency. We are changing how insurance is serviced in the 21st century.


  • One of our clients was paying more than $100 per account to process; with se2 it dropped to $30.
  • Upon going live, we met all SLAs for a Top Five insurance carrier.
  • We launched a new product for a carrier in only 22 days.
  • We converted 250,000 policies, from three different legacy platforms, in less than 10 months.
  • We onboarded a career agency, and developed a tailored case management, commission and agency portal solution, cutting their operating costs in half.
  • Our clients have realized an average ROI of more than 40 percent.
  • Another client's major distributor consistently ranks se2 as No. 1 in service.
  • Most of our clients recoup their conversion costs in one to two years from savings in servicing costs, while improving customer service


About the Partner

We are life and annuity insurance professionals. Just like you. And we offer a full suite of technology and business processing solutions that can be fully tailored to meet unique needs.

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