New Applications Enable Greater, Real-Time User Control
KNOW WHAT YOU NEED: THE AAA LIFE NEEDS CALCULATOR
Individuals often underestimate the amount of life insurance they need to assure their family’s continuity of lifestyle should something unexpected occur. The AAA Life Needs Calculator was created to mimic the guidance of an in-person agent by walking prospects through a clear-eyed assessment of their current financial picture and then offering them a straightforward gap analysis and coverage recommendation. Easy to use, the Needs Calculator stimulates upsell by allowing users to make their own personalized case for increasing their coverage.
ESTIMATING COSTS IN AN INSTANT: AAA'S INSTANT TERM LIFE QUOTE
With their personalized coverage recommendation in hand, users are next encouraged to request an instant quote for a term life policy. Data from their needs assessment is carried over to speed the process, allowing them to quickly provide four simple data points and then receive a meaningful and competitive preliminary quote. One of our primary goals in working with AAA Life has been to make all the behind-the-scenes complexity as invisible to the user as possible and instead offer them, a beautiful, welcoming, and highly responsive user experience.
ONLINE TERM LIFE ENROLLMENT
A digital version of an application form sent to millions of AAA members, this enrollment form works behind the scenes to provide a simple and satisfying experience for prospects and customers on the front end. This is no small feat when it comes to managing a multitude of business requirements, complex data integration scenarios, actuarial data elements, and a rich array of policy variables.