Brokers

What goes into a modern customer experience? It’s all about engaging customers in new and innovative ways. In the life insurance industry, customer experience impacts policy completion rates. Recognizing this drives our efforts and ensures that we are meeting the needs of the modern customer. Solutions that provide real-time context, convenience and visual information are key in this digital era.

Below are three key projects that ExamOne is working on to help modernize the customer experience with digital customer engagement.

  1. Proactively engage customers in key moments during the life insurance application journey with an enhanced scheduling tool. This upcoming initiative includes an interactive text messaging solution where applicants can schedule their own exams using ScheduleNow™, receive appointment reminders and real-time notifications.
  2. Provide consumers more options to provide their health history. Future updates will allow applicants to complete their medical questionnaire online and at a time and place that is convenient for them.
  3. Assist today’s consumer with research on their life insurance applicant experience with online educational resources. MyExamOne.com focuses on educating applicants on what to expect during and how to prepare for the paramedical exam process, as well as detailing location options for screenings.

To keep up in the digital world, modernizing the customer experience is the most important thing we can do. We are here to help create an engaging and convenient experience for your applicants by continually expanding upon and improving our online platforms.

Watch our video to see some of the ways we are modernizing the applicant experience.

ScheduleNow™ is a modern scheduling platform that helps speed up the application process. All ExamOne clients can take advantage of ScheduleNow’s capabilities, national coverage, and flexibility. Recent improvements to the scheduling platform allow users to quickly identify the best days and times to schedule appointments. If an examiner or exam center is not available, the date(s) and time(s) will be shaded out, making those non-clickable options for users. Using real-time availability, ScheduleNow will identify the best exam time based on the applicant’s appointment address and exam requirements. 

These improvements to the ScheduleNow calendar reflect ExamOne’s commitment to improving the applicant experience. This user-friendly scheduling tool reduces turnaround time to as little as 6 days, and helps ensure the applicant is reserving a time that is both convenient and moves the process forward. 

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IT leader brings extensive experience in consumer design, innovation and agile methodology

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1 easy way to engage applicants during the exam experience

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Last year, we kicked off our “How we can help” campaign, highlighting the personalized solutions we offer our brokerage and distribution clients. This year, we want to dive even deeper into our Superior Solutions model by providing handy tips and information for case managers. This new series, “1-Minute Broker Tips”, offers quick tidbits of advice […]

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Introducing a new resource for life insurance brokers and direct marketers

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In our industry, we all share a common goal of protecting families. And the more closely we work with applicants, the more personal that goal becomes. If you’re a broker or direct marketer, you know this all too well. After all, applicants put their trust in you to guide them through one of the most […]

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