Case Study: Life & Annuity Carrier

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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.

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Case Study: Life & Annuity Carrier

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