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| Life, Pensions & Investments |
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eCommerce for Intermedaries
eBenchmarkers' Life, Pensions and Investments benchmark looks at the use of eCommerce by IFAs within the life, pensions and investment industry, focusing on both sales and servicing activity. It covers:
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Online sales of protection, bonds, pensions, ISAs and mutual funds |
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Success at turning online protection applications into sales, including the impact of online underwriting and tele-underwriting |
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The role of portals and extranets within the sales process |
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Analysis of servicing activitiy, including policy enquiries, new business tracking, commission statements, portfolio planners and fund switches |
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Trends in the use of extranets versus back office systems for policy enquiries |
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Analysis of how effectively providers have shifted policy enquiries from telephone to online channels, and the factors that influence this |
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How many IFAs use extranets and how often they visit, including the uptake of Unipass |
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