Penn Mutual Life Insurance Company

The financial advisor’s digital experience at Penn Mutual had become an outdated web of disjointed workflows across inconsistently branded systems. It was cumbersome, lacked relevant information for advisors, and was altogether unappealing to top talent recruits. Levatas helped them create a power-house toolkit called InSight, replacing their legacy platforms with a unified new app solution. The new platform helped with internal proficiency by reducing support calls and improving overall service. It ultimately impacted the bottom line, mobilizing business growth and increasing efficiency for the field force.