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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.
|Annuity Account Opening Process & Welcome Kits|
In this Annuity Monitor report, we will explore the annuity account opening process in its entirety from both the advisor and client perspective. The report begins with a detailed assessment of the account opening process, using valuable information gained directly from the advisor side.
A firsthand description of each step is provided, along with the key forms, procedures and timelines involved. Along the way, the inherent inefficiencies in the process will be revealed and the various firms’ practices analyzed. We will also touch upon the online account registration process – describing new security features and providing information on best and worst practices.
Next, we turn our focus to the client-side, providing a detailed analysis of the welcome kit materials we received from each firm after successfully opening our accounts. Welcome kits are an important resource as they serve to facilitate a strong relationship between a firm and their new client. Arriving after an account opening is completed, welcome kits contain a variety of account and contract related materials introducing account services, products, account access options etc.
Website Reviews/Company Reviews, Account Management