Life Insurance Research Services

Improve life insurance client engagement and track digital best practices and innovations.

The Life Insurance Monitor monthly subscription gives you an authentic look at how leading firms use websites and mobile devices to engage policyholders and financial professionals.


How Our Life Insurance Research Services Give You An Edge

The Life Insurance Monitor Research Service tracks the digital experiences of leading life insurance firms across web and mobile, offering our subscribers an in-depth analysis of the industry from the authentic client and advisor perspectives. Our research examines the public, policyholder and advisor websites, covering policy management, bill pay, tools and calculators, product information, mobile capabilities and apps, social media strategies, educational content and wellness programs.

As the life insurance industry adapts to a challenging sales environment, disruption from insurtech startups and consumers’ price misconceptions, a Life Insurance Monitor subscription helps our subscribers stay ahead of the field. We track the digital positioning of top-selling products and direct-to-consumer offerings, as well as educational materials for prospects and sales tools for advisors. Our research team leverages our decades of digital experience, established UX best practices and our diverse panel of policyholders to help firms provide standout online client experiences.

Life Insurance Monitor Subscription Deliverables

Experience Reports

Our monthly reports examine key aspects of the digital experience for life insurance firms. These reports benchmark industry leaders with rankings that assess best practices and critique aspects including usability, navigation and personalization.

Digital Strategy Updates

Keep your finger on the pulse of the life insurance industry with updates that track all changes to your competitors’ digital experiences as they happen. Leveraging our team of panelists, we review public, policyholder and advisor site capabilities in real time, showing the latest revamps, new tools, marketing campaigns and social media messaging.

Competitor Capabilities

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

Dedicated Analyst Support

We provide personalized support from our dedicated team of Life Insurance Research analysts to help you dig deeper into your competition. Have an ad-hoc question about a competitor’s behind-the-login experience? We’re here to give you an edge.

Life Insurance Industry Report

Life Insurance Monitor: Comparative Analysis Report – Authenticated Advisor Site Homepages

As the first pages visible upon login, homepages can either overwhelm advisors or save them time by streamlining access to key information. In Corporate Insight’s 2018 survey of advisors, at least 60% of respondents rated each homepage feature covered as “very important” or “extremely important,” with 77% of advisors assigning high importance to the most popular feature: client information.

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    Success story

    A Life Insurance Monitor subscriber leveraged our research and best-practice report on pre-login capabilities to introduce a leading pre-login bill pay, making them a leader in the area.
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