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Plain Language Client Communications

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Canada Life Assurance Company

Canada Life Assurance Company, one of Canada’s largest insurance firms, developed a new product line for small business employees. Canada Life hired IME to develop the plain language documents that would be used to administer the employee plans. These documents included a new standard contract, employee booklets and plan outline.

Surveys commissioned by Canada Life had indicated that almost 75 percent of clients evaluated the readability of previous Canada Life documents as ranging from “difficult” to “very difficult.” Employees often did not know what they were covered for. Moreover, plan administrators in small businesses are most often people who have little or no experience administering insurance plans.

We designed the plain language documents to ease the administrative burden and ensure that employees have a thorough understanding of their benefits. The new documents proved more readable and usable as well as more visually appealing. With a more knowledgeable clientele, Canada Life was able to streamline the process of dealing with client enquiries and claims.