1.
Briefly restate the business problem (the subject) To be of better value to prospects and clients, and to motivate for busy families and business owners to agree to set appointment to meet with financial services professional, utilize Information Systems to promote their hobby and passion like Little League and/ or charitable organization affiliation, by being a resource center of influence. Lack of interactive and compelling marketing materials and factfinding modules.
2.
Company background
Founded in 1845 and headquartered in New York City, New York Life Insurance Company is a Fortune 100 company and the oldest and one of the largest mutual life insurance companies in America. New York Life maintains operations in all 50 states and several markets in Asia and Latin America through a network of more than 17,000 employees and more than 60,000 licensed agents. The Company holds the highest possible ratings for financial strength currently awarded to any life insurer from the life insurance industry's four principal rating agencies. In 2010, New York Life Insurance Company generated record U.S. individual life insurance sales, an increase of 39%1 over 2009 and well above the industry’s growth of 12% in 2010. 3. Discussion of business issues …show more content…
Google site initiated is https://sites.google.com/ site/milestonesresource/ to provide incentive that the overall result of the time together would provide free advertising to their business and/ or profession. In the course of fact- finding and FNA, in order to induce client to participate, premium offers will be rewarded upon completion of stated …show more content…
b. The benefits are profitability, faster development time, increased sales and appreciated value added approach to prospects, work in progress clients and clients. c. The solution is cloud computing, this paper describes a detailed process on
maneuvering the agent portal https://www.agencyportal.newyorklife.com/wps/ myportal based on the commonly navigated forms, needed steps for a new agent to get from one level to get to the next. d. The paper does not talk about the specifics of how this is done. As the
weeks progress, the course project will be more specific and become better as more resources are encountered. Training is in progress and more discoveries will unravel solutions and improve approaches to the challenges of a new agent. A milestone is tracked in order to create a blazing trail for future new agents to learn as author intends to be in management in a timeline of about 2 years.
References About New York Life. (n.d.). Retrieved from New York Life website: http:/ /www.newyorklife.com/nyl/v/index.jsp? contentId=2&vgnextoid=8f48a2b3019d2210a2b3019d221024301cacRCRD&vgnextchan nel=480c255fe92d2210VgnVCM740000ae841cacRCRD Laudon, K. C., & Laudon, J. P. (n.d.). Management Information Systems (12th