Case Study: Life & Annuity Carrier


Case Study: Life & Annuity Carrier

November 5, 2020

Case Study:

Life and Annuity Carrier

A well-established carrier that provides insurance and retirement planning solutions. High-quality personalized service is the company’s primary objective across the customer experience.

Carrier’s Goals

Deepen their inforce customer relationship; raise brand awareness; improve Net Promoter Score (NPS); identify customers with additional, unmet needs; generate leads – all from a single digital platform.

The Solution: Life.ioEngage

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Case Study: Life & Annuity Carrier

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ARTICLE Grow Overview

Accelerate your new business acquisition with our end-to-end SaaS solution that offers carriers a turnkey and configurable experience powered with our customer engagement engine Life.ioEngage

Case Study: Life & Annuity Carrier

With Life.ioEngage, the carrier can now leverage a turnkey platform to create meaningful ongoing interactions with current policyowners and significantly boost brand loyalty and recognition. These interactions moved the needle on the carriers’ most important business...

ARTICLE Enterprise Solutions Overview

Transform Your Digital Customer Experience. Driven by the behavioral science of customer engagement,’s suite of solutions helps change transactions into meaningful customer interactions.

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