Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • DTC: Direct-to-Consumer, Definitions to Conclusions
    Conclusions Align carrier, agent, and consumer definition(s) of DTC to establish a collective understanding for ... the agreed-upon baseline and understanding of DTC’s importance to establish and agree upon reasonable ...

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    • Authors: Nickolas Ortner
    • Date: Sep 2019
    • Competency: Communication; External Forces & Industry Knowledge; Relationship Management; Strategic Insight and Integration
    • Topics: FinTech & InsurTech; FinTech & InsurTech>Customer acquisition; FinTech & InsurTech>Customer relationship management
  • Bread, Milk, Cheese, Eggs and an Insurance Payment
    by making the right types of purchases. Barriers sll may exist with regards to consumers’ willingness ... study purchase behaviors to incenvize customer sckiness, support consumer educaon and logiscal ...

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    • Authors: Nathan Worrell
    • Date: May 2024
    • Competency: Strategic Insight and Integration
    • Topics: Technology & Applications; FinTech & InsurTech; FinTech & InsurTech>Customer relationship management; Technology & Applications>Artificial intelligence & machine learning