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BLOGS. June 3, 2024

Maximize Positive Customer Outcomes by Relieving Internal Pressure

Closed book acquisitions refer to purchasing life insurance and pension portfolios that are no longer actively marketed or sold by the original provider. This strategy allows acquisitive life insurance companies to purchase these "closed books" to create a pool of similar books over which product governance and management can be aligned. However, closed book acquirers face significant pressure to ensure excellent customer service and positive outcomes, operating efficiently through economy of scale and book synergy, maintaining regulatory compliance and acquiring new business. Successfully managing these areas is crucial.


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