The Power Of Life And Annuity Inforce Innovation For 2022
December 7, 2021 by Ken Leibow
Let’s draw the roadmap of where life and annuity inforce automation is going as we end this year and move into 2022. Policyholder self service will continue to grow and dominate whether it is account management in a carrier’s portal or an App that can be used to perform inforce transactions on your mobile device. Then there are inforce policy management platforms that can help advisors create policy reviews with their clients and discover new sales opportunities using innovative data mining, analysis, and reporting. The key to these solution platforms to be successful is the data. We will also take a quick look at solutions that leverage your inforce book of business in the social media/online virtual world.
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