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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.
|Public Site Search Tools - Making Website Content Easier to Find|
This report focuses on Annuity Monitor firms public site search tools.
The report examines the following aspects of 16 Annuity Monitor firms’ search tools:
We were generally disappointed by the public site search tools we tested, as a majority of firms provided only basic search options with little to no detail. The biggest issue with the search tools was a lack of advanced search options and sorting criteria, which hurt overall usability. Only half of the firms offered advanced search options such as search operators or investment product that increase precision. The ability to sort results was offered by only 44% of firms, with relevance, date and number of results displayed being the most popular.
The firms did a good job of presenting the results in an organized fashion. Several firms used bulleted or numbered layouts along with bolded titles and borders to clearly distinguish individual results. The result data was decent, but many firms would have benefited from providing added detail, specifically relevance ratings.
The report also expands on the following key findings:
Website Reviews/Company Reviews