Case Study: Penn Mutual helps financial professionals work faster with Think Company

Penn Mutual opens access to 7,900 financial professionals with Think Company

Penn Mutual, a life insurance and annuity provider, faced a challenge where financial professionals could not access its product information portal without first being formally appointed to sell its products. This gate prevented potential advisors from exploring the very products they needed to evaluate. Think Company was engaged to redesign this portal, known as Producers Place, into a new service called Gateway.

Think Company solved this by replacing the login requirement with a simple attestation, opening Gateway to any financial professional. They redesigned the portal to be intuitive and mobile-responsive, and built a pattern library of reusable components for consistency. The solution integrated several previously disconnected tools, allowing professionals to compare insurance illustrations side-by-side and move seamlessly into applications. This eliminated the need to re-enter data and made thousands of pages of content searchable and shareable, significantly improving efficiency for Penn Mutual's over 7,900 financial professionals.

Penn Mutual