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Customer Service Research
Life and annuities carriers' journey to optimizing their customer experience process.
Interested in how insurance carriers manage customer communications?
Learn how the “customer experience” received by financial advisors influences which companies they’ll represent… and which they won’t.
Customer Experience Benchmarking
Optimize customer experience for the uniqueness of life insurance.
In this paper, we discuss managing customer experience, describe a model of customer experience addressing the nuances of life insurance, and outline an industry benchmarking program.
Today’s business executives are increasingly looking to enhance customer experience (Cx) as a path to business growth.
Liven Up Remote Learning With This Gamified Course
Now more than ever, employees need to understand the importance of Customer Experience (CX) and their role in providing it. LOMA’s Impact Cx: The Quest offers a fun, engaging way to learn more about CX from home! This interactive, decision-based, gamified course transforms learners into customer advocates who must demonstrate empathy and sound judgment to meet customer needs.
Build Skills and Confidence to Deliver Exceptional Customer Service
Delighting customers takes work. Today’s employees may have to help customers affected by the pandemic or changes to guarantees. Boost skills and confidence with ACS 101: Customer Service for Insurance Professionals. This online course ensures all employees have the knowledge and skills needed to deliver exceptional customer service.
Superior Service
Resource Magazine: September/October Issue
- How insurers can minimize disruptions and prioritize customers in today’s difficult environment
- How insurers are adjusting their digital strategies to meet the changing needs of their customers
- A look at COVID-19’s impact on underwriting.
Rising Expectations, Accelerating Strategies
Insurance Companies Respond to Customer Experience
LIMRA and NEOS partner to better understand the customer experience challenges and opportunities that life and annuity carriers face. “It has been forecast that in 2020, customer experience will overtake price and product as the key brand differentiator.”
Are Criminals Endangering the Customer Experience?
Ensure Your Customer Experience Doesn't Open You to Fraudulent Activity
While the latest tech allows for easier and smoother business processes for consumers, it also opens up new avenues for criminal activity.
Upcoming Virtual Conference
On Demand Webinars
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Get the latest monthly individual life sales and application trends. New November 2025 data.
Find out how consumers use the internet to learn about insurance products — and whether the Internet generation gap is closing.
Workplace Benefits Research
What do employers want from their voluntary benefits carriers?
Learn about employers’ attitudes and future considerations concerning paid family leave programs.
Find out how often investors consult advisors when rolling money to an IRA.
Data, data, data… and compelling insights! SRI's® Institutional Retirement Reference Guide is a comprehensive desktop compendium of information about workplace retirement.
This report disseminates information on challenges and best practices for insurance, annuities, and investment distribution in light of COVID-19.
This report disseminates information on challenges and best practices for insurance, annuities, and investment distribution in light of COVID-19.
This report presents results of a survey of company practices around new business and product pricing in the current market environment. This document is an update to a report published in April 2020.
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