Trends Report

How To Improve Your Beneficiary Experience

June 16th, 2020

Summary

Take seven steps to enhance the survivor and beneficiary experience you offer. To improve how you service beneficiaries and estates, you need to identify what’s working or not and understand how what you deliver compares with competitors.

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Forrester helps business and technology leaders use customer obsession to accelerate growth. That means empowering you to put the customer at the center of everything you do: your leadership strategy, and operations. Becoming a customer-obsessed organization requires change — it requires being bold. We give business and technology leaders the confidence to put bold into action, shaping and guiding how to navigate today's unprecedented change in order to succeed.