Insights From the Seminar:
According to a recent Gartner survey, improving the customer experience and operational excellence – not revenue growth – tops the list of insurance digitization initiatives in 2023.
As the industry shifts to a focus on creating value and differentiated experiences, supporting a client’s needs outside of risk protection becomes increasingly important. Further integrating investment advisory into your organization’s offering becomes table stakes.
As we partner with insurance firms, we’ve found that building confidence and consistency in the provider, building a streamlined system and process, and enhancing controls and compliance are at the core of meeting client needs.
When you pair that with our virtual advice omnichannel solution, you deliver a seamless client experience, every time.