Scenario
Members may not fully understand a product until the moment they actually need to use it. They might be filing a claim, requesting a loan, choosing a fund distribution to name a few actions.

In each of these circumstances, they’re encountering a detailed process that likely requires new levels of understanding. Many members are unsure of exactly what they need to do and what they’re responsible for.  

When members trust their insurance or financial professional, they’ll reach out to them for assistance. But in some cases they don’t have a professional on record or they may simply prefer to reach out directly to Nationwide instead.  

Members need a compassionate carrier that extends protection and stability to their lives.

Members need to get the clear sense that Nationwide is a compassionate, trusted carrier who adds protection and stability to their lives.

We can accomplish this in a variety of ways: 

  • Providing education that helps them make informed, confident decisions
  • Creating reliable, consistent customer experiences 
  • Tailoring guidance to individual circumstances and goals 

Achieving this in today’s landscape requires each of us to prioritize a member-centric approach. We must ground ourselves in our members’ needs. Develop member-centric solutions. Embed their needs within our processes. Done well, this can be a win for everyone concerned – the more protected our members feel, the more successful we become.

Takeaways
1
Members value a professional to guide them
2
Members need a consistent, reliable professional they can trust
3
Members need timely education to help them make informed decisions