Life Insurance Monitor

Life Insurance Monitor focuses on the online and offline user experience leading life insurers offer prospects, clients and advisors. Using actual life insurance policies and authentic advisor website access, our subscription research service goes beyond the public website to give you a unique, first-hand look at the online resources, account documents and sales materials competitors provide to their clients and financial advisors.

Tracks 15 Top Life Insurance Companies

  • AXA
  • Haven Life
  • John Hancock
  • Liberty Mutual
  • Lincoln Financial
  • MassMutual
  • MetLife
  • Nationwide
  • New York Life
  • Northwestern Mutual
  • Pacific Life
  • Prudential
  • Principal
  • State Farm
  • USAA

Monthly Research Reports – In-depth reports that focus on key aspects of the online prospect, client and advisor user experience, account documents, life insurance industry trends and more. Reports include:

  • Detailed reviews of each Life Insurance Monitor firm
  • Key findings and best practice analysis to help improve your company’s offerings
  • Handy matrix summarizing your competitors’ offerings

Bi-Weekly Updates– Comprehensive review of changes and additions to competitor public, client and advisor sites with an emphasis on:

  • Website design and usability
  • Online product and education resources
  • Client account information and transaction capabilities
  • Advisor sales resources

Monthly Research Report Summary Slide Decks –Key summary findings, best practices from industry leaders and recommendations from each report condensed into a convenient slide deck that can easily be shared with colleagues.

Client & Advisor Website Videos– Go behind-the-login and take a first-hand look at the online resources being offered to clients and advisors by your competitors.

Client & Advisor Collateral Materials– All materials and communications that we receive are available for subscribers to view or download online. This includes account statements, newsletters, marketing pieces, disclosure documents and email communications.

Competitor Summary Matrices – Breakdown of the key client and advisor website features offered by all Life Insurance Monitor firms.

Analyst Support – Personalized research support from our experienced Life Insurance Monitor team.

Joan Kagan

Senior Analyst, Annuity Monitor and Life Insurance Monitor
Joan Kagan is the Senior Analyst for Corporate Insight’s Annuity Monitor and Life Insurance Monitor research services. She has conducted extensive research on the annuity and life insurance industries, examining the online platforms, customer service capabilities, social media marketing and technological tools offered to prospects, clients and financial professionals. Joan’s research has been featured in publications including InvestmentNews and Financial Advisor magazine.Joan graduated cum laude from New York University in 2013 and has been a member of the Annuity Monitor and Life Insurance Monitor team since 2014.
  • Senior Research Associate: Justin Suter
  • Research Associate: Megan Rafferty