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Annuity Monitor Research Services

Improve your client engagement and track best practices and digital innovations in the annuity industry.

Annuity Monitor gives you an authentic look at how leading firms use websites and mobile devices to engage account owners and financial professionals.
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How Annuity Monitor Research Gives You A Competitive Edge

Annuity Monitor tracks the digital experiences of leading annuity firms across web and mobile, offering subscribers an in-depth analysis of the industry from the client and advisor perspectives. Our research examines the public, account owner and advisor websites, covering contract management, tools and calculators, product information, mobile capabilities and apps, social media strategies and educational content. As the annuity industry confronts rapidly changing rates, disruption from insurtech startups and negative public perception, Annuity Monitor research helps our subscribers stay ahead of the field. We track the digital positioning of the newest products, as well as educational materials for prospects and sales tools for advisors. Our annuity research team leverages decades of digital experience, established UX best practices and our diverse panel of account owners to help firms provide standout online client experiences.

Annuity Monitor Subscription Deliverables

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Competitive Analysis Reports

Our monthly competitive analysis reports examine key aspects of the digital experience from annuity firms. These reports benchmark industry leaders with rankings that assess best practices and critique aspects including usability, navigation and personalization.
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Biweekly Updates

Keep your finger on the pulse of the annuity industry with biweekly updates that track all changes to your competitors’ digital experiences, as they happen. Leveraging our team of panelists, we review public, account owner and advisor site capabilities in real time, showing our subscribers the latest revamps, new tools, and campaigns as they happen.
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Competitor Capabilities

Whether you need a point-by-point comparison of the annuity industry across hundreds of categories, or full videos of competitors’ account owner and advisor site capabilities, we have you covered. Discover which firms offer each feature and watch videos to see how these capabilities function and change over time.
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Dedicated Analyst Support

Our dedicated team of Annuity Monitor analysts help you dig deeper into our research. Have an ad-hoc question about a competitor’s client or advisor experience? We’re here to give you an edge.
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Annuity Monitor: Competitive Research Report

Connecting with a financial professional remains a critical step in the annuity journey, supporting both prospective customers seeking guidance and existing policyholders who require ongoing advice and servicing. This report reviews 13 of the 18 firms in the Annuity Monitor coverage set that provide a publicly available option to connect with a financial professional.

Access the sample Annuity Monitor report.

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What Our Clients Say

“The reports compiled are very valuable and the dedicated team is super responsive. I utilize CI services as much as possible and I’m
grateful for their expertise.”

“I have already used [CI’s research] to help build a new login experience and will continue to review the reports to understand how we stack up to our competitors and determine where we need to make enhancements and differentiate ourselves from the rest.​”

“I love the in-depth reports covering a particular capability. I love the ability to request competitor screenshots from CI.”

“I rate the Corporate Insight team 10 / 10. Experts in their field, and as a one-person team, having them as a resource elevates my own capabilities in so many ways. Grateful for the partnership.”

See the Corporate Insight difference

30 years of customer experience research. Trusted by 78% of the financial services and healthcare firms in the Fortune 100.
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Annuity Industry Insights

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Direct to Consumer Annuity Sales – A Look at Two Leaders: Blueprint Income and Nassau Financial

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Jackson, Lincoln Financial, Equitable, Fidelity and TIAA Lead Corporate Insight’s 19th Annual Annuity Monitor Awards

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Key Digital Experience Trends for Annuity Firms in 2026

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