The Hartford Piloting iPads for Annuity Sales

The Hartford Financial Services Group Inc. is piloting iPads for its annuity sales force, becoming one of the first annuity providers in the industry to use this new technology, the company says. 

“Annuities play a very important role in helping consumers better prepare to meet their current and future retirement income needs,” says Rob Arena, EVP and director of The Hartford’s global annuity business. “We are constantly looking for ways to better equip our field force to better serve financial professionals and the iPad rollout is one more investment in our capabilities.”

The pilot group, which was trained on the iPad at the company’s national sales summit in late January, is now putting the new tool to work in the field with financial professionals. Initial features include online presentations, marketing materials and product information. Future applications may include online training programs, sales and illustration tools and live video presentations.

Expected to run through April, the pilot program will test the tool’s impact on the sales process, capture user feedback, identify areas for improvement and, if successful, lead the way to broader implementation across the firm’s annuity business, the company says. Concurrently, The Hartford is running a similar iPad pilot with its mutual fund sales force to join a handful of mutual fund providers that have introduced the tool in recent months.

“The new tool is really enhancing our speed-to-market with timely information and resources for financial professionals,” says Bill Wolfe, national sales manager for annuities at The Hartford.  “For our wholesalers, it is like having the entire marketing organization in the palm of their hand as they travel around the country.”

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