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.

Carrier’s Challenges Prior to Solution

Carrier's challenges

Engage Mobile App

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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Case Study: Life & Annuity Carrier

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