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Beneficiaries need a high degree of TLC
Partners and carriers presenting in sync
Information without the information overload
“Carriers put a lot of emphasis on having sales staff ready to answer product questions as quickly and efficiently as possible. They don’t want to slow the momentum of an advisor that is about to bring in new business.”
Christian | Professional
Premium increases: avoiding sticker shock
Putting our best “paw” forward with members
These days, being easy to reach takes real effort
When life changes fast, people need answers
"A new process should be explained in 'layman terms' for all to easily understand, especially when it comes to filing a claim."
Marketa | Member
The efficacy of emotion
Listen to a member's experience going through a claims process.
Easily learn the latest about our customers
Listen: rising above a flood of financial advice
“Products are very complex and difficult to explain to clients, which makes them less attractive to use. Too many options and difficult to communicate effectively.”
Carlos | Professional
“When a client calls in a claim, it is an opportunity to shine. To reinforce their decision to choose you over the competition.”
Alicia | Professional