Capture customer feedback instantly with simple but effective feedback widgets. Improve your product by listening to your users. Tailored for insurance & insurtech companies to address industry-specific challenges.
Insurance platforms handle policy management, claims processing, and underwriting workflows where accuracy is critical and regulatory oversight is intense. Both agents and policyholders need clear guidance to navigate complex insurance products and processes.
Policy application abandonment rates exceed 50% due to complex forms and jargon
Claims submission errors cause processing delays and customer dissatisfaction
Agents struggle to cross-sell products because they cannot navigate the quoting system efficiently
Regulatory changes require rapid retraining of agents across multiple states
Customer feedback is the key to a successful business. Listening to and acting on feedback makes customers happier.
Instant Feedback
Contextual Information
Integration Hub
Guide applicants through insurance questionnaires with contextual explanations for industry-specific terms like 'aggregate limit' and 'deductible options.' Break multi-page applications into clear steps with progress tracking to reduce abandonment.
Walk policyholders through filing a claim with tips on required documentation, photo evidence, and timeline expectations. Reduce claims processing delays by ensuring first submissions are complete and accurate.
When agents view a customer profile, surface smart tips highlighting cross-sell opportunities based on the customer's existing coverage gaps. Guide agents through the quoting workflow for unfamiliar product lines to increase revenue per customer.
Policy application completion rate
Claims first-submission accuracy
Agent quoting speed
Self-service claims submission rate
Interactive guidance breaks complex applications into manageable steps, explains insurance jargon in plain language, and validates inputs in real time. This typically reduces application abandonment by 25-40% and decreases the number of applications returned for missing information.
Yes. When an agent navigates to an unfamiliar product quoting page, a contextual tour can walk them through coverage options, rating factors, and common bundling strategies. This just-in-time training is far more effective than classroom sessions for product launches.
User segmentation by state allows you to show state-specific guidance and disclosures. When regulations change in a particular state, you can push targeted announcements and updated workflow tours only to agents operating in affected states.
Product Tours
Product Tours for Insurance & InsurTech
Announcements
Announcements for Insurance & InsurTech
Checklists
Checklists for Insurance & InsurTech
Smart Tips
Smart Tips for Insurance & InsurTech
Tool Tips
Tool Tips for Insurance & InsurTech
Roadmaps
Roadmaps for Insurance & InsurTech
NPS Widgets
NPS Widgets for Insurance & InsurTech
Micro Surveys
Micro Surveys for Insurance & InsurTech
Changelogs
Changelogs for Insurance & InsurTech
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