neosllc.com | 860-519-5601 ©2020 NEOS LLC CLIENT CASE STUDY Large Multi-line Insurer Creates Team of Case Managers to Enhance Agent Experience Company: A multi-line insurance company providing annuity, life insurance, retirement plans, and group benefit products Industry: Insurance Line of Business: Annuities Location: USA Challenge: T o quickly stand up a team of case managers to improve communication and the level of service provided to their career agents Services: BPO Flex, Business Process Redesign Results: Improved the level of service and relationship with career agents BUSINESS PROBLEM The client’s relationship with their career agents became strained upon outsourcing their fixed annuity new business and post-issue administration to a business process outs

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