White Papers

White Papers

The New Economics of CX

The economics of CX are shifting and more companies are moving toward a model that’s faster, simpler, and dramatically more cost-effective.

PartnerPulse™ | OEM/Partner Experience Scorecard

This scorecard helps you evaluate how effectively your organization measures, manages, and acts on experience data within your partner ecosystem.

PartnerPulse™ | The Future of Partner Experience

OEMs depend on partners to sell, deliver, and support most customer engagements—yet they often lack visibility into how customers experience their brand through those partners.

The PartnerPulse Business Case

Customer experience (CX) has proven to be one of the most reliable predictors of business growth and customer loyalty. While most OEMs have invested heavily in CX programs for their direct customers, a significant gap remains—how customers experience the brand through partners.

BrokerPulse™ | Broker Experience Scorecard

This scorecard helps you evaluate your organization’s Broker Experience Maturity and identify areas of opportunity.

The State of Broker Experience 2025

Health insurance is entering a new retention race — and the winners will be those who invest in broker experience now.

The BrokerPulse Business Case

Brokers drive up to 80% of all premium revenue across group health, life, and property and casualty (P&C) lines. They determine which carriers are quoted, which are recommended, and which are renewed.