Customer Snapshot: Ameritas Direct

Ameritas has integrated Interactive Intelligence with Pivotal to automatically track all customer interactions and aid in the overall management of its customer interaction center.

Houston, TX-based, Ameritas Direct is the direct service link between Ameritas Life Insurance Corp. and self-directed buyers. Its experienced insurance professionals provide guidance to insurance and annuity buyers throughout the United States.

Challenges

  • Improve Customer Service
  • Increase Customer Retention
  • Increase Sales Force Effectiveness
  • Leverage Business Intelligence

Results

  • Decreased time spent on administrative tasks.
  • Enabled efficient report generation.
  • Enabled mass customized mailings.
  • Enabled tracking of customer interactions.
  • Increased accuracy of customer information.
  • Increased sales effectiveness.
  • Reduced time spent generating reports by 60%.