A leading annuity firm wanted to update its outdated contact page to better serve account owners. Effective contact pages save firms money and prevent customer frustration by limiting unnecessary calls to customer service. CI’s team of Annuity Research analysts generated a report on the contact pages of 18 leading annuity firms, examining both the public and authenticated account owner sites. Our researchers created a point-by-point comparison of all firms, noting best practices, such as offering multiple contact options—including live chat, email forms and phone numbers—to suit account owners’ preferences and varied technological literacy. Our analysts also leveraged CI’s cross-industry research to note best practices outside the annuity industry. With our research, this Annuity Monitor subscriber created a modern contact page, offering multiple well-organized contact options, helping the firm better serve its customers.

All Author Posts