Delivering a Simplified Insurance Experience—Digital Delivery and the Customer Journey

Delivering a Simplified Insurance Experience—Digital Delivery and the Customer Journey

Thursday, July 22, 2021
3:30–5:00 p.m. Eastern

Insurance sales in financial institutions continue to disappoint. Kehrer Bielan’s most recent round of benchmarking revealed that insurance revenue in most banks and credit unions represents less than two percent of the total investment services business—what a respected colleague of ours once called “a rounding error.”

One clear barrier holding financial institutions back from meeting the insurance needs of more of their customers: most of their advisors are not bringing it up with their clients. What will it take for advisors to include insurance in their client conversations?

  •  Goals and incentives?
  •  Seamless integration and process?
  •  Ease of comparing choices?
  •  Clicks for fulfillment?

Join us for our next virtual dialogue focusing on the intersection of insurance and technology.

Due to travel restrictions and the awkwardness of in-person meetings during the pandemic, we have reimagined our leadership study groups as virtual conversations.

Sponsorship

This complimentary study group would not be possible without the support of our sponsors. We acknowledge these organizations for their thought leadership and support.