LIMRA’s Customer Assurance Program (CAP™) is a survey tool that combines a customized post-sale “satisfaction-survey” approach with trending and dashboard analytics to identify overall strengths, deficiencies, and off-pattern outliers. CAP is primarily used for its supervisory benefits and confirms the money, time, and efforts spent on compliance is working.
Supervise market conduct and communicate expected sales behaviors
Confirm and document customer understanding shortly after the sales
Protect your brand and your sales professionals
Improve customer satisfaction and persistency
Drill down through product or distribution levels to identify potential areas of concer
Demonstrate an outlier or potential area of concern is not a pattern of company-wide practice
Detect undisclosed replacements
"We use CAP to streamline our data collection and analysis processes, ensuring we have accurate and timely information to make informed decisions. The comprehensive tools and resources provided by the LIMRA Cap Survey program have significantly enhanced our operational efficiency. The CAP tool sends and collects the surveys and analyzes them for us, saving us significant time and ensuring we receive comprehensive feedback efficiently.
We appreciate how CAP offers detailed insights and customizable reports that cater to our specific needs. The user-friendly interface and robust support system have made it easy for our team to adopt and integrate CAP into our daily workflows. Key features like trending and dashboard analytics help us identify overall strengths, deficiencies, and off-pattern outliers. It helps us manage customer satisfaction and supports our business quality program, ensuring we maintain high standards across all operations.
Without CAP, we would struggle to maintain the same level of precision and effectiveness in our data management. The program has become an indispensable part of our strategy, helping us stay ahead in a competitive market. The ability to confirm customer understanding and document satisfaction shortly after sales has been crucial in protecting our brand and improving customer satisfaction."
- LIMRA CAP User
