Taking Life Insurance Customer Engagement to the Next Level

Author

Manoj Upreti, Aite Group

Description

Taking Life Insurance Customer Engagement to the Next Level, commissioned by the Society of Actuaries and produced by Aite Group, uses consumer insights, market trends, and domain expertise to provide ideas that can help insurers create better customer relationships and drive better outcomes for customers and their organizations.

Report

Taking Life Insurance Customer Engagement to the Next Level

Acknowledgments

The researchers’ deepest gratitude goes to those without whose efforts this project could not have come to fruition: the Project Oversight Group and others for their diligent work overseeing questionnaire development, analyzing and discussing respondent answers, and reviewing and editing this report for accuracy and relevance.

Project Oversight Group members:

Blake A. Hill, FSA, FCIA

Hezhong (Mark) Ma, FSA, MAAA

Yun (Gwen) Weng, FSA, CERA, FCIA

Laura J. Wiland, FSA, MAAA

Fan (Madeleine) Zhang, FSA

At the Society of Actuaries:

Korrel Crawford, Senior Research Administrator

Mervyn Kopinsky, FSA, EA, MAAA, Experience Studies Actuary

David Schraub, FSA, MAAA, CERA, Staff Fellow – Risk Management

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