November 5, 2020 
ARTICLECase Study: Life & Annuity Carrier
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.
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