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Digging into the Customer Experience: Annuities
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.
|Advisor Literature Order System|
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 literature order systems offered on Annuity Monitor firms’ advisor websites. Nine firms were evaluated on three key criteria:
Search options were plentiful across the firms surveyed in this report – 67% of firms allow users to search by keyword, and 78% offer title and item number search fields. Unfortunately, one category for which we would like to see improvement is the ability to search by audience (for public use, client or financial professional), as this capability was offered only by Pacific Life and Sun Life Financial. Categorizing literature according to audience enables advisors to prepare for their client meetings while observing FINRA and other regulatory guidelines. No firms received a failing grade in this report, as all firms with literature order systems scored strongly in one, or several aspects of the criteria.
Additional key findings include: