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Customer Relationship Management - How do you Model a Customer?
holders of any type, and agents, whether they're direct agents, tied agents, or independent financial ... stockbrokers, and the like. Methods are face-to-face, direct mail, the Internet, etc. Obviously, channels and ...- Authors: H Shumrak, Paul Turner
- Date: Jun 2001
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Modeling & Statistical Methods
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Strategic Planning
through agents consider their agents to be their primary customers rather than the end buyers. In many cases ... the traditional paradigm that the agent is the primary customer, are basically ceding their potential ...- Authors: Mark F Howland, David A Ricci, H Shumrak
- Date: Oct 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting
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Non-Traditional Marketing Section Organizational Meeting
which is tentatively outlined as follows: 38 PD: Direct Response Marketing - Life & Health Insurance (Tuesday ... product distribution through banks, retailers, direct response, and other non-traditional distribution ...- Authors: H Shumrak, Maria Thomson
- Date: Oct 1984
- Publication Name: Record of the Society of Actuaries
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Lifetime Value/Lifetime Marketing
populationin moat companiesoffering insurancethrough direct-responsemethods. Becauseyou cannot build a policyholderfile ... back-endmarketing effort combined. In fact, for direct-responseproducts offered through television, it ...- Authors: H Shumrak, Bradley M Smith, Erich Sippel
- Date: Oct 1993
- Competency: Results-Oriented Solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Marketing and distribution - Life Insurance
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Penetrating the Elusive Middle Market for Life Insurance
distribution via lead generation, worksite marketing, direct response and more recently the Internet. For ... streamlined than one-off sales at people’s homes. Direct response has produced less than stellar results ...- Authors: H Shumrak
- Date: Nov 2011
- Competency: External Forces & Industry Knowledge
- Publication Name: Reinsurance News
- Topics: Life Insurance>Marketing and distribution - Life Insurance
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Equity-Indexed Products: Valuation Issues
distribution channel or because that's how they care to market the product. Also for complicated product ... "hedged as required" products, there will be direct recognition of any market value mismatch in the ...- Authors: Application Administrator, Errol Cramer, Edwin Reoliquio Raquel, H Shumrak
- Date: Sep 1997
- Competency: External Forces & Industry Knowledge
- Topics: Annuities>Equity-indexed annuities
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Life Settlements—A Window Of Opportunity For The Life Insurance Industry?
have focused on protecting the consumer, the primary focus has been on efforts to mitigate the financial ... companies was that the life settlement market’s primary sources of funding—many private equity firms and ...- Authors: H Shumrak
- Date: Feb 2010
- Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Reinsurance News
- Topics: Experience Studies & Data>Mortality; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Non-forfeiture benefits; Public Policy