Case Study: Life & Annuity Carrier
November 5, 2020
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.
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.
Carrier’s Challenges Prior to life.io Solution
The Solution: Life.ioEngage
- Robust, engaging content on Holistic Wellness – Financial, Physical and Emotional well-being
- Ongoing marketing automation
- Rewards economy driven by behavioral finance
- Real time lead generation
- Advanced data and analytics
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