Navigating the Horizon: Market Trends and Economic Outlook for Life and Annuity Professionals and Financial Advisors
In the ever-evolving landscape of life and annuity professionals, along with financial advisors, find themselves at the intersection of market trends and economic outlooks. Understanding the currents of the financial markets is not just a skill but a necessity for those entrusted with guiding clients through the complexities of life insurance, annuities, and broader financial planning. I...
The Future of Life Insurance, Annuities, and Finance: Technological Advancements and Their Impact on Advisors
The world of finance, insurance, and annuities has always been steeped in tradition. For centuries, the industry has relied on personal relationships and paper-based processes. However, as we enter the digital age, the landscape changes rapidly. Technological advancements are reshaping how we approach life insurance, annuities, and financial planning, and the role of advisors is evolving...
Ebix Consulting Success Story: Annuity Order Entry Efficiency Audit Pays Dividends
Improving User Experience for Better Outcomes A carrier client needed to provide better user experiences for advisors selling its annuity products, while also reducing costs for maintaining those products. The company had to improve the user experience to make its products more attractive to sell. The carrier engaged Ebix Consulting to audit the way it represented annuity products and th...
Ebix Consulting Success Story #2 Insurer Quickly Launches DTCC STP Capability from the Cloud to Enter New Sales Channel
Overcoming Roadblocks to Efficiency A rapidly growing, midsized annuity carrier needed a completely electronic workflow to allow its annuities to be sold through a new sales channel, in support of its business strategy. This channel demanded straight-through processing of Attachments document messaging with the Depository Trust & Clearing Corporation. The insurer’s IT department had ...
