Vendors
日本語

Driving Growth by Optimizing the Life and Annuity Agent Experience

Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)
6 January 2016

Abstract

Celent surveyed agents on the important characteristics of their insurer relationships.

The survey included questions covering:

  • Factors in their choice of insurers.
  • How well the insurers were doing in key areas.
  • The areas required for insurer focus and investment.

Celent’s research reinforced some expected results, such as the importance of competitive products and competitive compensation, but also showed a few surprises in key areas.

One surprise was the importance of quality claims service. This would be expected of P&C insurers, but it was the number one result for life & annuity agents.

“We believe the reader will find a number of helpful data points for decision-making,” says Tom Scales, a research director with Celent’s Insurance practice and author of the report. “The survey did reinforce the aging of the agent population, in a very dynamic world.”

This 36-page report contains 24 figures.

Note: While Vertafore sponsored the report and assisted Celent in contacting agents, the content and analysis are entirely Celent’s.