# LifeBid

> End\-to\-end digital platform for life insurance advice and distribution in Australia

## At a glance

| Field | Value |
| --- | --- |
| Category | Distribution & Sales |
| Type | Solutions Provider |
| Region | APAC |
| Headquarters | Bonnet Bay, NSW, Australia |
| Founded | 2019 |
| Stage | Growth |
| Employees | 11-50 |
| Funding | Seed |

## Overview

LifeBid is a distribution and advice management platform for life insurance financial advisers and insurers in Australia. The company serves advisers, insurance carriers, and referral partners including accountants, mortgage brokers, and legal professionals seeking to streamline the life insurance customer journey.

The platform covers the full advice lifecycle -- new advice, renewals, referrals, claims coordination, compliance, and CRM -- delivered as a SaaS solution. LifeBid is designed to reduce adviser cost-to-serve and expand client capacity, with an open API architecture that integrates with Australian life insurance carriers.

Founded in 2019 by Brett Wright and Jeremy Wright, LifeBid completed an equity crowdfunding raise of approximately AUD 1.45M in 2021 via Stride Equity. The company has secured commercial partnerships with major Australian insurers including TAL, OnePath, Zurich, MLC Life, and NEOS Life, as well as advice firms including Austbrokers Life, PPS Mutual, and Fortnum.

## Products & services

### New Advice Platform

An integrated digital tool for conducting client education, fact-finding, needs analysis, and advice preparation in a single workflow.

**Key features:**

- Digital fact\-finding and client education tools
- Needs analysis and advice preparation
- Single integrated adviser workflow

*Target users:* Financial advisers

### Renewals Management

Automated renewal pack generation and digital client engagement tools to streamline policy renewal workflows.

**Key features:**

- Automated renewal pack generation
- Digital renewal workflows
- Client self\-service renewal capability

*Target users:* Financial advisers

### Referral Management

Tools for managing inbound referrals from accounting, mortgage, legal, and general insurance partner channels.

**Key features:**

- Partner referral intake and tracking
- Multi\-channel referral support \(accounting, mortgage, legal\)
- Integrated adviser assignment

*Target users:* Financial advisers, referral partners

### Claims Management

Coordination tools to facilitate claims handling between advisers, insurers, medical professionals, and clients.

**Key features:**

- Claims coordination across stakeholders
- Digital documentation and tracking
- Reduced administrative friction in claims process

*Target users:* Financial advisers, insurers

### Compliance & Workflow Management

Integrated CRM, task management, reporting, and automated compliance tools to reduce manual administrative work.

**Key features:**

- CRM and task management
- Automated compliance workflows
- Reporting and audit trails

*Target users:* Financial advisers, advice firms

## Category & focus

- Subcategories: Adviser Management, Life Insurance Distribution, Renewal Management
- Insurance verticals: Life & Annuity
- Target customers: Agents/Agencies, Carriers, Brokers

## Notable customers

- TAL
- OnePath
- Zurich
- MLC Life
- NEOS Life
- Austbrokers Life
- PPS Mutual
- Fortnum

## Links

- Website: <https://lifebid.com.au>
- Directory profile: <https://insurtechlist.com/companies/lifebid/>
- About: <https://lifebid.com.au/about/>
- Linkedin: <https://au.linkedin.com/company/lifebid>
- Investors: <https://lifebid.com.au/investors/>

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*Last updated: 2026\-05\-17*