The Future of Life Insurance is Omnichannel. Will Your Company Be Prepared?

Today, insurance agents manage their clients' financial assets in ways that would have seemed unthinkable even a decade ago. However, their success hinges on their ability to match the caliber of client service provided by other entities in the financial sector (i.e., banks, investment managers) and compete at scale.

The only way to achieve this goal is to conduct efficient, effective outreach across multiple channels — in other words, to deploy an omnichannel marketing approach that demonstrates an understanding of who consumers are, how they prefer to interact, and what they want out of their policies. Moreover, the consumer journeys that insurers design must be consistent across all channels to avoid frustrating, confusing, or otherwise alienating potential leads.

Implementing an omnichannel approach is a Herculean challenge for insurance and annuity providers — and, if they can overcome it, an opportunity to reap remarkable gains.

By reading this white paper, executives will have the opportunity to:

  • Trace the insurance sector's transition into an omnichannel norm
  • Evaluate the benefits of a consumer-centric, omnichannel approach
  • Consider how insurance carriers can deploy cutting-edge Salesforce tools to stay competitive amid the shifting industry landscape