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Simplified Administration. See how this Insurance Company partners with Universal Wilde to reduce the hassle of scheduling CE courses for their reps.
Life Insurer Case Study

Insurance Company

ONE OF THE LARGEST LIFE INSURERS IN THE US, FORTUNE 500


Our client offers a broad range of life insurance, mutual funds, college-savings, retirement solutions, long term care insurance and more. The insurer also supports financial advisors by offering Continuing Education (CE) courses.

 

 

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CHALLENGE

Frustrated by a time-intensive, manual process for scheduling their continuing education courses for Financial Advisors, this insurer came to Universal Wilde with the challenge of developing a solution which reduced the administrative time associated with inputting and verifying data between an internal system, a state-regulatory website and the vendor spreadsheet.
 
 

SOLUTIONS

The experts at Universal Wilde customized the user interface of its state-of-the-art communications platform, Xccelerateâ„¢, allowing users to schedule their courses and order printed materials. In the back-end, business rules determine which courses a user can schedule based on their state and government regulations.  Administrators at the insurer can approve or reject course submissions.

 

RESULTS

  • 80% reduction in administrative time
  • Improved satisfaction

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