neosllc.com | 860-519-5601 ©2019 NEOS CLIENT CASE STUDY National Insurance and Financial Services Provider Changes Program Approach for a New Administration System Company: National Insurance and Financial Services Provider Industry: Insurance and Financial Services Line of Business: Life Location: U.S. based, in 19 states Challenge: The installation of a new administrative system Services: Program Optimization & Performance Program Value Assurance Results: A remediation strategy that meets current and future needs and allows for accelerated business results BUSINESS PROBLEM The client is a provider of financial services and insurance ranging from Individual and Business Retirement, Educational Funding, and Planning Services to Life, Auto, Home, Health, Business a

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