Corporate Insight’s Annuity Monitor keeps clients on top of developments in the annuity business. Our value-added annuities research digs deeply to identify and assess specific aspects not only of the customer experience, but also the ways in which leading insurers market their annuity products to independent financial advisors.
Annuity product information and marketing are key components to any effective advisor website. This Annuity Monitor report focuses on the annuity product information pages and product marketing strategies offered to financial representatives on advisor sites. In this report, we reviewed firms based on three central aspects – accessibility, product information pages and annuity marketing. In addition to these central focus points, we analyzed any other strategies and features firms may utilize to effectively promote product offerings, such as specific product information offered, product imagery and accessibility of key advisor resources.
We are happy to introduce the newest Annuity Monitor firm, AVIVA. With over 950,000 U.S. customers, 314 years of experience and an expanding annuity business, AVIVA is a perfect fit for our coverage group. In this report, we offer comprehensive reviews of the firm’s public, private and advisor websites.
Mobile Monitor will continuously track the mobile resources offered by leading banks, brokerages, credit card issuers and asset management firms. Mobile optimized sites and apps on all of the leading mobile platforms, including smartphones and tablets, will be thoroughly reviewed.
Life Insurance Monitor is a research service that continuously tracks and reviews the online user experience offered by leading life insurance firms to prospects, clients and advisors. To learn more about Life Insurance Monitor, check out the following video and the in-depth overview of the research service below. For more information, please contact Chase Marshall at
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or by phone at 212-832-2002 x-140.
Life Insurance Monitor Overview
Each Life Insurance Monitor subscription is company-wide and offers access to all employees at your firm without seat licenses. Let's take a look at the firms we cover and the deliverables included in the research service:
Life Insurance Monitor Coverage List
AXA Equitable
Genworth Financial
John Hancock
Liberty Mutual
Lincoln Financial
MassMutual
MetLife
Nationwide
New York Life
Northwestern Mutual
Pacific Life
Principal Financial Group
Prudential
USAA
Monthly Reports – In-depth reports that thoroughly examine key aspects of the online user experience as well as important offline life insurance industry trends and topics. Future topics include:
Account Opening
Client On-boarding Process
Interactive Tools & Resources for Prospective Clients
Advisor Website Reviews
Mystery Shops Across Multiple Distribution Channels
Social Media
Mobile Capabilities
Bi-Weekly Update Reports– Comprehensive review of changes and additions to competitor public, client and advisor websites with an emphasis on:
Website design & usability
Interactive tools & calculators
Educational resources
Product information
Sales materials
Competitor Matrices– Breakdown of key private and advisor website features as well as basic product information for all 14 Life Insurance Monitor firms.
Website Videos – Behind the login look at what competitors are offering clients and advisors online.
Analyst Access – Research support from our experienced Life Insurance Monitor team.
For more information about our new Life Insurance Monitor service, please contact Chase Marshall at
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
or by phone at 212-832-2002 x-140.
This Annuity Monitor report focuses on the literature order systems offered to financial professionals on the advisor site. In this report, we reviewed firms based on accessibility and design of the online literature interfaces, as well as the order process and depth of literature materials.
This Annuity Monitor report focuses on the transaction history resources offered to annuity clients on the private site. We reviewed how firms present this information and analyzed usability aspects of each firm’s interface.
For further information on our research, including our new Bank Website Audit and Bank Customer Survey Report, please contact Bob Burlin, Director, Business Development, at 212-832-2002, ext. 115 or rburlin@corporateinsight.com. You can also use our online contact form.
