neosllc.com | 860-519-5601 ©2019 NEOS CLIENT CASE STUDY National Annuities Provider Saves Millions by Changing Approach to New Product and System Launch 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: Simultaneously launching a new product and a new administration system Services: Program Optimization & Performance Program Value Assurance Results: New approach to product launch and administration system installation resulted in $12M in savings BUSINESS PROBLEM The client is a national leader in the financial services industry, providing annuities, retirement plans, employee benefits, and life insurance through independent distributors. The a

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