Skip to content

Customer Assurance Program (CAP™)

Capture the Voice of Your B​uyers and Manage Your Risk

All companies want to minimize market risk, and understanding your customers' buying experience is critical to validate ethical sales practices, monitor compliance, and enhance customer satisfaction. LIMRA’s Customer Assurance Program (CAP™) is a survey tool that combines a customized post-sale “satisfaction-survey” approach with trending and dashboard analytics to identify overall strengths, deficiencies, and off-pattern outliers. 

Confirm Your Compliance Efforts are Working with CAP

Supervise market conduct and communicate expected sales behaviors

Confirm and document customer understanding shortly after the sales

Protect your brand and your sales professionals

Improve customer satisfaction and persistency

Drill down through product or distribution levels to identify potential areas of concern

Demonstrate an outlier or potential area of concern is not a pattern of company-wide practice

Detect undisclosed replacements

Primary consumer research and analytics

  • Understand what customers think of their purchase and financial professional utilizing CAP’s new buyer input analysis. Capture your clients’ input at arm’s length regarding how and why they made their purchase through CAP’s voice of customer data and online data visualization system.
  • Monitor key conduct throughout the sales process, including replacements, suitability, and best interest activity. Highlight strengths and expose areas for improvement at the company-wide level with trending CAP results.
  • Executives Across Organizations Use CAP To:
      • Confirm customer understandings and highlight misunderstandings
      • Inform compliance, marketing, customer experience, product, underwriting, distribution decisions
      • Enhance marketing communications, producer training, customer service, and selling
      • Protect your brand, increase customer satisfaction, and improve persistency
      • Praise your producers for a job well done and protect them by documenting buyer understanding

Member Testimonial

"We use CAP to streamline our data collection and analysis processes, ensuring we have accurate and timely information to make informed decisions. The comprehensive tools and resources provided by the LIMRA Cap Survey program have significantly enhanced our operational efficiency. The CAP tool sends and collects the surveys and analyzes them for us, saving us significant time and ensuring we receive comprehensive feedback efficiently.

We appreciate how CAP offers detailed insights and customizable reports that cater to our specific needs. The user-friendly interface and robust support system have made it easy for our team to adopt and integrate CAP into our daily workflows. Key features like trending and dashboard analytics help us identify overall strengths, deficiencies, and off-pattern outliers. It helps us manage customer satisfaction and supports our business quality program, ensuring we maintain high standards across all operations.

Without CAP, we would struggle to maintain the same level of precision and effectiveness in our data management. The program has become an indispensable part of our strategy, helping us stay ahead in a competitive market. The ability to confirm customer understanding and document satisfaction shortly after sales has been crucial in protecting our brand and improving customer satisfaction."
- LIMRA CAP User

Contact Us

Lynn M. Ferris

Business Development

Work Phone: (860) 285-7849

lferris@limra.com

Did you accomplish the goal of your visit to our site?

Yes No