Scenario
After his mother passed away, the member experienced going through the life insurance claims process for the first time.
He first reached out to his financial adviser who directed him to contact the claims department, which delivered a sympathetic experience that achieved his goal very quickly.
"It was an unbelievably positive experience."
Takeaways
1
2
Big picture
Navigating the process of filing a life insurance claim can be a challenging and emotional experience. Understanding what documentation is required for a member to receive pay out and the factors that can affect claims processing time is an example of transparency, which builds trust with customers.
Business Impact
Building trust with customers can help companies differentiate themselves from their competitors and helps attract new customers.
