Build The Customer Relationships You Need

Having a strong customer engagement plan will help you build the customer relationships you need so that, when the time comes, you can have those hard conversations. 

white chevronKnow who your customers are

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Know what information they need and want

white chevron Know how they want to receive the information

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Communicate and engage in any channel

Engage with your annuitant throughout every important touchpoint

Green ChevronConfirmation of Acceptance

Green ChevronBeneficiary Confirmation & Updates 

Green ChevronAnnuity Updates

Green ChevronPayout Statements

Green ChevronConversion Periods 

Communicate in the channel they prefer  

Increase engagement rates and satisfaction by allowing your annuitant the option to communicate with you how they want, in the way they want, when they want it. 

Send automated and personalized messages to their channel of preference, whether its email, call, or text to help them throughout their journey. Consistent, personalized messages help keep your annuitants engaged and satisfied with your brand, as well as helping to foster a greater sense of trust. 

Approach your annuitant with empathy, trust and a strong engagement plan

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Committing to a life and annuity plan isn't something your annuitants choose lightly. Therefore, by choosing to approach your communications with empathy, each use case message becomes more than rote communication for your policyholder. This can be true, even when your messages are being implemented at large scale by the power of automation, by ensuring your messages still reflect that of real human interactions.  

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Inspiring Customer Connections.®