life insurance application

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.

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 personal decisions they’ll ever make – how to provide for their families after they’re gone. They’re relying on your expertise to give them peace of mind.

And throughout the application process, you get to know your clients. You learn about the lives of the families you’re helping to protect. You realize first-hand that this business isn’t just about selling policies…

…It’s about securing futures.

At ExamOne, we not only value your business – we value your relationships with your clients. And we recognize the important role we play in strengthening those relationships. A positive exam experience will inspire clients’ confidence in doing business with you… and in choosing you to help secure their families’ futures.

ExamOne’s goal is to serve as a trusted partner for brokers and direct marketers throughout the insurance examination process. That’s why we are dedicating a new resource section on our blog to you.  We’ll show you how we can help even more.

This new resource will help you:

-Learn about the innovative tools and services we’ve designed to cater to your business needs,

-Get to know the dedicated team members who will be there for you every step of the way, and

Discover ExamOne’s commitment to providing the highest-quality paramedical services in the industry.

Can’t wait for our next post to learn more? Connect with our brokerage and direct marketing experts.

An ExamOne employee’s own applicant experience

August 3, 2016 #Committed2 You

Ashley Humphrey is a District Sales Manager for ExamOne who recently had a real-life experience with the life insurance application process. Read on to find out what Ashley learned as she applied for life insurance for the first time, and how she felt about experiencing ExamOne’s superior applicant experience firsthand. Why did you decide to […]

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Our Paperless Process

April 21, 2016 Uncategorized

Introducing our eSignature paperless process. With DocuSign eSignautre, documents are immediately processed, saving time and paper.

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Do you want to improve your completion rate?

May 29, 2015 Carriers

The industry average turnaround time is two weeks. Schedule Now averages a turnaround time of one week by using multiple locations, real-time scheduling and more accurate examiner calendars. Applicant convenience is the most important piece of scheduling and we offer multiple location options – home, work, local ExamOne office or one of our Quest Diagnostics […]

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In 2015, I Commit To: Spreading The Word

January 19, 2015 #Committed2 You

As ExamOne’s Marketing Manager, I’m committed to helping our clients spread the word on the importance of life insurance in 2015. I believe in the power of life insurance and I want every family in America covered. According to LIMRA, there are 95 million Americans without life insurance. By committing to spread the word, we can […]

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Four Steps to Improving the Life Insurance Buying Process

July 17, 2014 Carriers

During a recent flight home from an industry event, I sat in my seat re-reading my previous “State of the Industry” blogs. A common theme resonated throughout each of them – Simplified Process.  I am passionate about a simplified process because it is what our applicants tell us they want. What Should A Simplified Process […]

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What is the ‘hidden healthy’ and how does it aid in underwriting?

September 30, 2013 Carriers

We’ve talked a lot this month about the declining rates of individually owned life insurance policies. Consumers tell us one of the reasons is the perception that it “costs too much.” One of our predictive modeling tools, Risk IQTM, has shown promise in getting more individuals into preferred classes and has the potential to get […]

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First Annual Life Insurance Fair raises awareness among our employees

September 24, 2013 Carriers

In an era where much of the country seems to rarely think about life insurance, we felt it was important to spread the word – someway, somehow. In support of Life Insurance Awareness Month, we decided to add a new element to our campaign this year and take this important message to our employees. After […]

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No More Excuses

September 17, 2013 Carriers

If you ask someone who does not have life insurance why they don’t have a policy, most likely they have an excuse. Maybe they’ve never been told the benefits of life insurance for their situation. This blog will highlight three excuses commonly used by consumers to not purchase a policy and why an individual should […]

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