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Archive for ‘Case Studies’

February 4, 2015 / Case Studies

Simplifying New Business Applications — MetLife listens to the voice of the customer

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A couple of years ago, The Metropolitan Life Insurance Company (MetLife) was facing a number of challenges with its new business application. The previous year they had conducted a formal redesign project to create a new “Enterprise Application.” The five MetLife entities previously had separate applications, forms and processes. They believed the new consolidated application […]

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October 8, 2013 / Case Studies

Beneficiarie’s Guide To Inherited Assets

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John Hancock Annuity Division (formerly Manulife Financial) had a problem. When claims were being made by beneficiaries for the value of the annuity contract of a deceased contract owner, 85% of the forms received were incomplete and/or incorrect. And worse than that, an overwhelming majority of the beneficiaries opted for an immediate payout of the proceeds, resulting in a greater than desired outflow of assets.

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