Case Study

Leading Insurer Launches New Annuity Product in Nine Months and Exceeds Initial Sales Goals in First Four Weeks

Leading Insurer Launches New Annuity Product in Nine Months and Exceeds Initial Sales Goals in First Four Weeks

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neosllc.com | 860-519-5601 ©2020 NEOS CLIENT CASE STUDY Leading Insurer Launches New Annuity Product in Nine Months and Exceeds Initial Sales Goals in First Four Weeks Company: A diversified financial services company providing insurance, banking, investments, and retirement products and advice Industry: Insurance Line of Business: Annuities Location: U.S.A. Challenge: The client wanted to set up a new distribution channel and product within a tight timeframe but had little experience in third-party distribution Services: Program Delivery Program Optimization & Performance Change Management Business Process Design & Optimization T echnology Modernization Results: The client was able to stand up a third- party annuities distribution channel and launch its first pro

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