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Annuities Research

Digging into the Customer Experience: Annuities

Corporate Insight’s Annuity Monitor keeps clients on top of developments in the annuity business. Our value-added annuities research digs deeply to identify and assess specific aspects not only of the customer experience, but also the ways in which leading insurers market their annuity products to independent financial advisors.

Customer Service Email Inquiries PDF Print E-mail

This report looks at the public and private customer service email inquiry capabilities offered exclusively on Annuity Monitor firms’ websites. The email inquiries of 15 Annuity Monitor firms were analyzed on the following key criteria:

  • Accessibility of the public and private website customer service email inquiry forms.
  • Quality and design of the public and the private email forms.
  • How well and how quickly it took to respond to the customer service email inquiries.
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Electronic Delivery Services PDF Print E-mail
This Annuity Monitor Report evaluates the private electronic delivery services offered exclusively on our coverage firms’ websites. The eDelivery services of the 14 Annuity Monitor firms were analyzed on the following key criteria:
  • The accessibility and organization of private electronic documents and eDelivery services.
  • The types of eDocuments being offered and available for eDelivery.
  • The preferences and process of enrolling in eDelivery.
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Public Retirement Tools and Calculators PDF Print E-mail
This Annuity Monitor Report looks at the retirement-focused tools and calculators offered on the public site. The tools and calculators were analyzed with a strong focus on the following three key criteria:
  • Accessibility of the tools and calculators on the public website
  • Overall appearance, usability and features of the tool and calculator interfaces
  • Presentation and level of detail provided in the results
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2012 Annuity Monitor Awards PDF Print E-mail
Welcome to our annual Annuity Monitor Awards, where we recognize the best site features across the firms we track. In this report, we evaluate key areas of our firms’ websites, including resources and tools offered for public visitors as well as those available behind the login. We awarded a Corporate Insight “Monitor” (in Gold, Silver or Bronze) to the firms that ranked best in our examination.
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Client Account Information Displays PDF Print E-mail
This Annuity Monitor report evaluates the private website client account information displays of 18 coverage firms. The displays were analyzed with a strong focus on the following three key criteria:
  • Overall page layout including organization and positioning of contract information.
  • Accessibility of the client account information display within the private website.
  • The quality and depth of contract information details and performance values.
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Public Website Search Tools PDF Print E-mail
This Annuity Monitor Report evaluates our 17 coverage firms’ public site search tools. The search tools were analyzed with a strong focus on the following three key criteria:
  • Accessibility of the keyword search field and additional search options on the public website
  • Availability of search options beyond a basic keyword search
  • Quality and depth of search results
Read more...
 
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