Enhancing Client Success through Personalized Support
The life insurance and reinsurance industry is continually evolving, presenting administrative challenges that require efficient solutions. TAI's software is designed to support clients by streamlining administrative tasks and minimizing operational and financial risks. With a global presence, serving over 115 clients and more than 90% of North America's top 50 insurers, TAI's software is a trusted solution for Life Reinsurance Administration challenges.
The Challenge of Personalized Attention
As TAI has expanded, maintaining personalized attention to each client has become increasingly important. The company recognized the need to bridge the gap between its growth and the personalized service that clients expect. To address this, TAI introduced the Client Experience Team two years ago.
The Client Experience Team: A Proactive Approach
The Client Experience Team is dedicated to ensuring that every client has a smooth, successful, and positive experience with TAI. Each client is assigned a dedicated Client Experience Associate who manages their account and works closely with them to understand their unique goals, challenges, and business objectives. This proactive approach enables TAI to align its services with clients' strategies and priorities.
Key Initiatives and Benefits
The Client Experience Team engages with clients through:
Annual Client Review Meetings
Regular checkpoints throughout the year
Guidance, resources, and support tailored to clients' needs
These interactions help identify areas for improvement and ensure that clients receive the best possible experience. The team acts as a consistent point of contact and advocates for client needs within TAI.
The Value of a Dedicated Client Experience Associate
By keeping your Client Experience Associate informed about your business needs from the outset, you can ensure a smooth start to your projects, whether it's submitting a Help Desk ticket, undergoing System Conversion to 4.0, or implementing a Custom Project. Your Client Experience Associate provides:
By providing ongoing support and expertise including answering questions and offering guidance on who to call or meet with at TAI according to your business needs.
Product knowledge and system demonstrations to maximize the value of TAI's offerings
A bridge between you and other internal teams for efficient issue resolution
Advocacy for your needs through regular meetings with various departments
The Client Experience Team aims to ensure each, and every client is receiving the personalization and tailored solutions they need to run their business, and we do this through our commitment to continuously improve in our role as proactive partners, dedicated support providers and advocates for long-term client success.
Client Feedback and Success Stories
The Client Experience Team has made a tangible impact on TAI's clients. Here are some testimonials:
The TAI Client Experience Team Helps us by listening to our concerns, removing roadblocks, and solving problems. Their dedication, positive attitude, and empathy shine through, even in challenging situations. We appreciate their proactive Monthly Check-Point meetings and Ella's prompt responses. — Beneficial Life
Kelly has been very responsive and helpful in scheduling, meetings with the correct people at TAI. She is professional, helpful, and easy to talk to. — Trusted Fraternal
The Client Experience Team has been instrumental in helping us navigate TAI more effectively. Their ability to connect us with the right TAI specialists for technical questions has improved our understanding of TAI's inner workings and made our day-to-day administration much more efficient. — M Life
The Client Experience Team provides a person that Ameritas can contact directly. They have been a champion of Ameritas priorities and have helped layout next steps and assist with getting the people needed together. The Client Experience Team and Ameritas work well together; we have a great partnership. — Ameritas
Experience the Difference
We invite you to discover the benefits of a dedicated Client Experience Team. Contact us today to learn more about how TAI can support your business needs.