An AI-enabled advice and distribution platform for South African insurers, financial institutions, and advisory firms to improve adviser productivity, compliance, and cross-selling.

Lifecheq Product Overview

Is Lifecheq Right for You?

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Best For

  • South African insurers
  • Financial institutions

What It Does Well

  • AI advice workflows
  • Adviser productivity

Things to Check

  • South Africa only
  • Insurer system connections

About Lifecheq

Screenshot of Lifecheq website

Lifecheq is a South African financial advice and distribution platform for insurers, financial institutions, and advisory firms that need to deliver holistic financial planning at enterprise scale.

Key capabilities focus on adviser performance, governance, and distribution outcomes:

  • AI-augmented adviser workflows that support holistic client reviews and advice delivery, designed to improve productivity and adviser throughput
  • Compliance tracking and process controls for adviser quality management, risk reduction, and consistent delivery across large distribution networks
  • Cross-selling support with intelligent recommendations aimed at expanding each adviser’s product basket across a broader mix of financial products
  • Business intelligence dashboards and real-time analytics that surface performance trends, opportunities, and operational challenges

Available on Web.

Built for B2B financial services teams, including product providers, distribution partners, and ecosystem partners that want to scale advice delivery and distribution without increasing headcount.

Notable in the South African market for its value-based partnership model (fees tied to results), its stated scale of 8,000+ advisers and 1M+ policies processed annually, and a published Sanlam Retail Mass case study citing outcomes such as up to 80% adviser productivity improvement and 5x product basket expansion per adviser. The company states it is FSCA-licensed (FSP 46514) and was founded in 2015 in Cape Town.

Lifecheq Facts

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Lifecheq Funding History

Liners compiles funding history from company announcements, investor records, and trusted reporting. We refresh it as new rounds are confirmed. How we source data

Lifecheq has raised $2.5M across 3 recorded funding events. The latest was Series A in May 2022.

Total Raised:
$2.5M
Latest Round:
Series A

Lifecheq Investors & Funding Rounds

Series A$2.5MMay 2022
Venture RoundUndisclosedJun 2020

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Lifecheq Founders & Leadership Team

Liners compiles leadership profiles from official company pages, professional profiles, and trusted public sources. We refresh them as teams change. How we source data
Abubakari Addae
Neerusha Sa

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Jobs at Lifecheq

TitlePosted
Associate Product Manager (Remote)Apr 2, 2026
LifeCheq Graduate Programme 2027Mar 19, 2026

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Frequently Asked Questions About Lifecheq

Lifecheq is a South African, web-based financial advice and distribution platform that uses AI-enabled workflows to help insurers, financial institutions, and advisory firms deliver holistic financial planning at scale. It works by equipping advisers with guided workflows, compliance controls, and analytics that support client reviews, advice delivery, cross-selling, and management oversight across large distribution networks.

Lifecheq does not publish standard pricing on its website. It uses a value-based partnership model where fees are tied to agreed outcomes and results for each institutional partner.

Lifecheq is based in South Africa and explicitly serves the South African market. It focuses more broadly on emerging markets in Africa, although specific additional countries are not listed.

To sign up, you typically engage Lifecheq as an institutional or distribution partner rather than as an individual consumer. You can start this process by contacting the team through the website or by emailing one of the listed addresses to discuss a partnership and implementation approach.

Lifecheq is available as a web-based platform, and there is no public information indicating a dedicated mobile app. You should expect to access it through a web browser.

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