neosllc.com | 860-519-5601 ©2020 NEOS CLIENT CASE STUDY Leading Insurer’s Strategic Life and Annuity Distribution Channel Expands its Organizational Capabilities Over 50% Company: A multi-line insurance company providing annuity, life insurance, retirement plans, and group benefit products Industry: Insurance Line of Business: Long T erm Care Annuities Location: USA Challenge: A growing business supported by siloed teams with inconsistent skills and information. This, paired with the retirement of a key individual, was leaving the organization vulnerable. Services: Organizational Performance Results: Organized a new structured knowledge system, delivered all training sessions, formally assessed the team, and provided recommendations to leadership BUSINESS PROBLE

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