Live from the LIMRA Annual Conference, O’Neil’s Stephanie Warren and Tim Mader joined That Annuity Show to talk about what’s working now for carriers—and what to fix next.
Why this Conversation Matters
Policy delivery remains too slow, opaque, and difficult to manage across both print and digital channels. Agents want real-time status. Compliance wants proof. Members want clarity. The good news is that carriers can make measurable progress without ripping out everything they have.
In our recent interview on That Annuity Show, Stephanie Warren and Tim Mader outlined practical changes carriers can implement over the next 90 days to reduce friction, increase transparency, and enhance control.
▶️ Listen to the podcast: That Annuity Show — Episode 281
(Recorded October 3, 2025, live at LIMRA.)
What we discussed
- Orchestrated delivery: Move from one-and-done sends to event-driven communication with smart failover—email first, then mail when needed—with verifiable proof of send and receipt.
- Agent transparency: Give distribution partners real-time delivery confirmation. Fewer “did they get it?” calls, faster onboarding, and quicker issue resolution.
- Stronger control without slowdown: Consolidate templates and centralize updates so brands stay consistent, compliance stays happy, and business teams can move faster.
- Audit confidence: Long-term retention, searchable archives, and event logs take the scramble out of audits and complaints.
- Better experiences at key moments: Use QR codes and short agent video intros to explain next steps at policy issue, first payment, claims, and more.
Three takeaways for leaders
- Start with the high-impact journeys. Policy issue, beneficiary updates, and billing changes show results quickly and build momentum.
- Make status visible. Delivery confirmations and dashboards calm the chaos for agents and call centers.
- Tighten governance once—benefit everywhere. Template consolidation reduces rework, speeds approvals, and improves compliance.
How O’Neil helps
- One platform to manage compliant agent and policyholder communications across print and digital
- Event-driven orchestration with real-time status and smart channel failover
- Template governance to cut cycle time and strengthen brand and regulatory control
- Audit-ready archives with extended retention
If you’re planning a 2026 roadmap for communications, we can help you set priorities and execute a quick win.
Listen to the episode
🎧 That Annuity Show — Episode 281: Next-Gen Policy Delivery & Carrier Communications
Link: Listen here
