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
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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.

Andrew Way
Director of Research, Retirement, Annuities and Life Insurance Andrew Way is the Director of Research for Corporate Insight's Retirement Plan Monitor, Retirement Plan Monitor – Institutional, Annuity Monitor, and Life Insurance Insurance Monitor research services. He has conducted extensive research on the retirement, brokerage and insurance industries during his time at Corporate Insight, examining the online platforms and technological innovations that leading firms offer clients, prospects and financial professionals. He has been quoted in numerous financial and retirement publications, including PLANSPONSOR, 401k Wire, Fund Action, Money Management Intelligence and Ignites. Andrew graduated from Binghamton University in 2010 and has been a member of the Corporate Insight team since January of 2011.- Analyst: Megan Rafferty
- Analyst: Colleen McGarry
- Senior Research Associate: Patrick Flood
- November 2019 – Authenticated Advisor Site Homepages
- August 2019 – Site Positioning of Long-Term Care Riders
- October 2019 – Account Owner Site Homepages
- September 2019 – Account Owner Site Navigation
- July 2019 – Accelerated Application Programs
- June 2019 – Customer Help: FAQs, Phone Numbers, Email Forms and More
- May 2019 – Benchmarking Guardian’s Digital Experience against Its Competitors
- April 2019 – Analysis of Corporate Insight’s 2018 Advisor Survey
- March 2019 – Publicly Available Advisor-Oriented Product Information
- February 2019 – You Used to Call Me on My Cell Phone: Mobile Account Servicing Capabilities
- January 2019 – Pre-Login Capabilities: Account Owner Capabilities Available before Login
- December 2018 – 2018 Awards Report
- November 2018 – State Your Claim: Statement Content and Design
- October 2018 – Social Butterflies: Social Media Positioning
- September 2018 – All You Need Is Coverage: Life Insurance Needs Calculators
- August 2018 – What’s on the Menu?: Public Site Navigation
- July 2018 – Building Community Bridges: Advisor Site Affinity Marketing Materials
- June 2018 – Client Account Login: Online Login and Security Procedures
- May 2018 – Setting the Navigation Bar High: Advisor Site Navigation
- April 2018 – We Found Results in a Hopeless Place: Public and Private Site Search Tools
- March 2018 – DiVULging Product Information: Assessing Advisor Site VUL Product Pages
- February 2018 – Application Education: Resources for Advisors
- January 2018 – Online Issue Life Insurance: Examining Positioning of Online Issue Products
- December 2017 – 2017 Life Insurance Monitor Awards
- November 2017 – Home Again: Advisor Site Homepages
- October 2017 – Can I Quote You on That?: Public Site Quote Tools
- September 2017 – Life Illustrated: Evaluating Advisor Site Illustration Tools
- August 2017 – Resources for Women
- July 2017 – Advisor Forms
- June 2017 – Client Documents
- May 2017 – Online Premium Payments
- April 2017 – Assessing Client Account Information
- March 2017 – Public Site Claims Centers
- February 2017 – Client Mobile Servicing
- January 2017 – Introducing Vitality
- December 2016 – 2016 Monitor Awards
- November 2016 – Introducing Haven Life
- October 2016 – Advisor Mobile Resources
- October 2016 – Advisor Mobile Resources
- September 2016 – Life Events Education
- August 2016 – Marketing Resources Addressing the Hispanic Community
- July 2016 – Simplified Issue and Guaranteed Acceptance Product Positioning
- June 2016 – Life Insurance Needs Calculators
- May 2016 – Private Site Navigation
- April 2016 – Private Site Login
- March 2016 – Life Insurance Online Applications
- February 2016 – Public Site Life Insurance Quote Tools
- December 2015: A Look at Online Payment Services
- November 2015: Assessing Advisor Illustration Tools
- October 2015: Advisor Resources Focused on the LGBT Community
- September 2015: Digital Documents
- August 2015: Term Life Insurance Product Positioning
- July 2015: Review of Mobile App Offerings
- June 2015: Facebook Pages
- May 2015: Assessing Public Site Video Offerings
- April 2015: Evaluating Private Site Account Information Display
- March 2015: A Look at Women-Focused Resources on the Advisor Site
- February 2015: Long Term Care Solutions
- January 2015: The 2014 Life Insurance Monitor Awards
- December 2014: Policy Client Statements
- November 2014: Indexed Universal Life Positioning
- October 2014: A Look at Online Payment Services
- September 2014: Life Event Resources
- August 2014: A Look at Social Media
- July 2014: Advisor Marketing Resources on Mobile & Tablet Devices
- June 2014: Advisor Website Homepage
- May 2014: Life Insurance Illustration Systems
- April 2014: Life Insurance Needs Calculators
- March 2014: Life Insurance Mobile Sites and Apps
- February 2014: Assessing Life Insurance Quote Tools
- December 2013: Variable Universal Life Insurance Positioning
- November 2013: Life Insurance Statement Analysis
- October 2013: Online Account Maintenance Options
- September 2013: Public Website Search Capabilities
- July 2013: Telephone Customer Service
- June 2013: Life Insurance Needs Calculators
- May 2013: Electronic Delivery Services
- April 2013: Advisor Sales Resources
- March 2013: Introducing Principal Financial Group
- February 2013: Customer Service Email Inquiries
- January 2013: 2012 Life Insurance Monitor Awards