The Conservation Challenge: Chasing Policies on the Move
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Why you should be proactive, not reactive, with your client base to avoid losing them.
Relationships are key to keeping policies in force, but what do you do when a client wants to surrender a policy? Could it have been prevented? How should you do this? In this 15 minute webinar hear how one company is doing it now.
By attending this webinar, you will learn:
- How you can determine the next best offers
- How to calculate best-fit replacement products
- How to identify most valuable clients with the highest risk of surrender or lapse
Gerry Gibney is the Senior Strategist, Financial Services, at OpenText, where he provides ongoing insight into Enterprise Information Management for the financial services sector. Gerry brings a wealth of knowledge from over 25 years of industry experience within financial services, working with global brands such as Chase Manhattan and the Finserv Investment Services Group, and providing guidance to numerous accounts including Merrill Lynch, Bank of America, JP Morgan, AXA, Prudential, Credit Suisse and Citibank among others. Within IT, he has spent several years in leadership roles focusing on helping organizations integrate new products within their existing portfolios.
Sam Stuckal is a Senior Executive Advisor for CEB TowerGroup Insurance, providing strategic guidance to insurers on their use of technology. He focuses on Life and Annuity insurance, but his work experience and interests run across all lines of business. Mr. Stuckal has almost 25 years of insurance industry experience in IT leadership, financial management, operations, procurement, and sourcing. He joined CEB from The Hartford where he managed transformational technology projects including enterprise-wide cloud deployments, line of business sourcing partnerships and virtualization infrastructure projects.