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Insurance Technologies Industry Trends and Insights

The Coming Revolution in Life Customer Acquisition

In December 2013 and January 2014 Strategy Meets Action (SMA), in partnership with LOMA Resource and sponsored by Insurance Technologies, conducted a research study on how Life and Annuity insurers are preparing for a new age of customer acquisition. The study addressed how L&A insurers are leveraging innovation and technology in their marketing and distribution areas to acquire new customers. The scope of the study included all lines of business for life and annuities and covered marketing campaigns, distribution management, and sales processes such as needs analysis, illustrations, and the submission of the application.

"The Coming Revolution in Life Customer Acquisition" white paper provides a synopsis of SMA's analysis based on survey results from 197 life and annuity insurance professionals representing the full range of lines of business including term and permanent life, annuities, employee benefits, long-term care, A&H/disability insurance, and others. It provides additional insights and identifies key opportunities for life and annuity insurers seeking to improve customer acquisition and grow their businesses by leveraging technology-based solutions.

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Insurance Technologies Press Releases

Latest Press Releases

September 30, 2014
Insurance Technologies Expands with Growing Customer Needs.

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July 15, 2014
National Life Group Implements Insurance Technologies' ForeSight® Illustration Platform to Boost Agent Efficiency and Mobility for Its Life Products.

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Insurance Technologies Events

Upcoming Events

IRI Annual
September 28 - September 30
Colonial Williamsburg Lodge
Williamsburg, VA
Booth #TBA

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November 20 - November 22
Westin Diplomat
Hillywood, FL
Booth #200

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Insurance Technologies Awards

Latest Awards

Insurance Technologies ranks 63 in ColoradoBiz magazine’s 2013 Top 250 Private Companies in Colorado list
Insurance Technologies advances to 63rd in ColoradoBiz magazine’s 2013 Top 250 Private Companies in Colorado list.

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Insurance Technologies receives Insured Retirement Institute (IRI) E-Signature Certification.
Insurance Technologies announces its receipt of the IRI (Insured Retirement Institute) E-Signature Certification for e-signature processing.

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Insurance Technologies Articles

Latest Articles & Videos

Could an aging sales demographic be the key to revolutionizing the insurance distribution market?
This article addresses the aging distribution demographic and the how the expectations of the distribution market will drive change.

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SaaS Helps Ohio National Improve Agent Experience
A great article by Anne Rawland in Insurance & Technology with input from Ohio National on their choice of FireLight as a SaaS-based, ACORD-compliant and XML-enabled drop ticket solution.

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