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Case Study:

Jackson National Life Distributors, LLC; speed to print 1,200,000 pieces of literature

The Opportunity

Dedicated to providing advisers with the products, tools and support they need to design effective retirement solutions for their clients, Jackson National Life produces a wide variety of literature on annuities, life insurance, mutual funds and other financial products. The company’s distribution and marketing arm, which annually fills more than 100,000 orders from wholesalers totaling 1,200,000 pieces of literature, wanted a technology solution that would enhance service, cut costs and incorporate industry best practices into its distribution and fulfillment operations. The company sought a technology partner with industry expertise as well as in-house programming capabilities to create a highly customized and scalable solution.

The Solution

Our teams developed a technology solution around Jackson’s operations and exacting requirements. A model of industry best practices, the solution goes well beyond providing a fast, user-friendly platform for literature ordering, a critically important but previously burdensome activity. The platform incorporates powerful communication features that enhance the flow of information and promote the education and sharing of best practices among users.  It is highly scalable to evolve with the company’s constantly changing operating environment and business needs.

The Value We Created

The new technology solution dramatically reduces the time that wholesalers spend on placing literature orders, freeing them for higher-value activities. With break-outs of the three major cost components of each order – printing, packaging and shipping – it also provides complete budget transparency to users. The enhanced speed and efficiency have driven savings, including a meaningful decrease in the need for priority shipping. “There are many print and fulfillment vendors out there, but very few true ‘technology embracers’ who can bring both technological and subject matter expertise,” said Brook Meyer, Vice President. “Our new platform is more than a means to an end – it is a valuable tool that harnesses leading-edge technology to improve client communications, real-time business analytics and promotes wholesaling best practices.”