The Great Things About Working with Smaller Carrier

The Benekiva Connects Podcast

Tune in to this episode of Benekiva Connects Podcast and go on a journey with Dan Seyfried, CIO & Operations Officer at Sons Of Norway. Get the inside info from an expert about how dealing with smaller carriers can be genuinely enriching; you'll gain access to more personalized service options plus greater overall satisfaction compared to more prominent companies!

Smaller carriers are faced with the challenge of understanding how their customers will interact moving forward in a post-Covid world, as they rely on dedicated individuals and partners to manage complex custom software, which can be challenging to keep updated. However, Sons of Norway has successfully implemented an effective strategy through Benekiva that is modernizing its peripheral systems, transitioning from green screens into a more intuitive web-based one - enabling employees old and new alike to effectively service members' needs for life insurance policies or annuities with ease!

This shift has enabled Sons of Norway to provide a customer-centric experience regardless of age or technical literacy while ensuring everyone on their team is adequately trained on the new system. Additionally, this web-based platform has allowed them to keep up with customer expectations of convenience and efficiency in a post-Covid world. As a result, they have increased their engagement with members and prospects while decreasing the manual processing time - meaning more staff can focus on strategic initiatives.

Other subjects we covered on the show:

• We get to know how Dan started in the insurance industry.
• Then, he explained the powerful relevance of fraternals to the insurance industry, a timely topic that's sure to pique everyone's interest.
• Dan dug into the dynamic transformation in the insurance sector over the next half-decade.
• He also recognized the need to move past manual processes and reduce NIGOs, ultimately seeking to provide fraternals with top-notch service.
• Lastly, Dan emphasizes how important it is to make the process as easy as possible for those grieving during this difficult time.

AND MORE TOPICS COVERED IN THE FULL INTERVIEW!!! You can check that out and subscribe at https://pbp.li/tbcp06.

If you want to know more about Dan Seyfried, you may reach out to him at:

• Website: https://www.sofn.com/
• LinkedIn: https://www.linkedin.com/in/danielseyfried/