Case Study: Sun Life Financial achieves stronger broker satisfaction with Vision Critical

Sun Life Financial - Customer Case Study

Sun Life Financial, a leading provider of employee benefits and stop-loss insurance, needed to improve marketing and thought leadership materials for its stop-loss product so they would better address broker and employer needs. Using Vision Critical’s insight communities, the team sought customer feedback to uncover buyer objections and identify what information would make the materials more relevant and effective.

Vision Critical helped Sun Life Financial gather input from Broker Voices and Employer Voices, which guided refinements to the company’s promotional content. The result was stronger engagement and confidence in the materials, including a 15% increase in broker satisfaction, a 22% increase in “helpfulness” ratings, and 98% of Sun Life reps saying the materials outshine competitors.

Sun Life Financial

Lindsey Colella

Associate Director, Insight Integration