neosllc.com | 860-519-5601 ©2019 NEOS CLIENT CASE STUDY National Annuities Provider Overhauls New Business Process to Pay Commissions Faster Company: One of the nation’s leading annuity providers Industry: Insurance and Financial Services Line of Business: Annuities Location: U.S-based, in 20 states Challenge: Inefficient new business process that failed to meet SLAs amidst changing sales volumes Services: Business Process Design & Optimization FutureWeek SM Rapid Process Redesign Results: A 25% faster new business process that leverages automation and redesigned workflows to meet customer and agent expectations BUSINESS PROBLEM The client is a national leader in the financial services industry, providing annuities, retirement plans, employee benefits, and life insuranc

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