CX

103 Moving Service To The App Store

Session 2: Service & Operations

“Moving Service Functions from the Call Center to the App Store”

We still primarily serve our customers in a business model defined by answering inbound phone calls, managing forms, and opening lock boxes. However, the entire world, including seniors, is rapidly shifting to an app economy. The AARP found that individuals over 50 dramatically increased their adoption of smartphones, tablets, and wearable devices during the pandemic. Today, 97% of individuals over the age of 50 report owning at least one primary digital device. How will expectations change for modes and hours of communications? Will payment expectations shift from ACH to Venmo? What opportunities does this present for better meeting the needs of retirees?

Connect with the Panelists:

Zainab Noorali, Infosys, Moderator
Bobbie Shrivastav, Benekiva
Peter Sanderson, Socotra
Manisha Bhargava, Innoveo
Galya Appell, AmeriLife

 

Learn more about Nassau Re/Imagine: imagine.nfg.com

Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

 Listen

Show Sponsors

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber103 Moving Service To The App Store
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102 Finding Customers In A Distracted World

Nassau Re/Imagine Retiretech Forum
Panel 1: Sales & Marketing

“Starting Retirement Planning Discussions in an Increasingly Distracted World”

Retirement planning is a critical need for millions of Americans. However, it’s never been harder than it is today to start that important conversation. Call screening technology grows more sophisticated. Digital ad prices increase. Email open rates decline. Conflicting messages in the mainstream media cause doubt about the value of our core products. In addition, a growing stream of television ads threaten to create health care planning fatigue. How should the industry adapt and find more effective ways to create more individual retirement plans? What platforms will advisors and distributors need to make finding clients as efficiently as possible?

Connect with the Panelists:

Denny Southern, President of Annuities & Retirement Planning, AmeriLife, Moderator
Bryan Padgette, Senior VP, Sureify
Barbara Ingraham, Managing Director, Excess & Surplus, Verisk
Jeff Piotrowski, Market Leader, Insurance, Jornaya

Learn more about Nassau Re/Imagine: imagine.nfg.com

Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

 Listen

Show Sponsors

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber102 Finding Customers In A Distracted World
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101 Innovation & CX with Scott Campbell

CX and the art of storytelling have the power to motivate internal and external stakeholders. Done well, you can create value. Done poorly, and you may become the next meme. So how do you effectively harness that power to make external sales, build brand value, or sell innovative ideas inside a formal company?

Join us as we discuss Innovation & CX with Scott Campbell, Senior VP & Chief Client Officer at American National.

[Bonus]: Listen until the end to discover the common thread between cargo shorts, Debbie Gibson, and corporate innovation.

Connect with Scott Campbell: https://www.linkedin.com/in/scottccampbell/

Learn more about Nassau Re/Imagine: imagine.nfg.com

Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

 Listen

Show Sponsors

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber101 Innovation & CX with Scott Campbell
read more