Product Tours Software for the Insurance & InsurTech Industry
Create engaging product tours that drive adoption and retention. Guide your users through even the trickiest parts of your product. Tailored for insurance & insurtech companies to address industry-specific challenges.
Challenges in Insurance & InsurTech
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
How Produktly Product Tours Helps Insurance & InsurTech
Onboard users with engaging tours to help them understand your product and reduce support requests.
Interactive Tours
- Highlight functionality and advance tours based on click or hover events.
No-Code Editor
- Build all your tours without writing a single line of code.
Detailed Analytics
- Understand how your tours are performing with deep insights.
Use Cases for Insurance & InsurTech
Policy application completion optimization
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.
Claims submission guidance
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.
Agent cross-sell enablement
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.
Key Metrics to Track
Policy application completion rate
Claims first-submission accuracy
Agent quoting speed
Self-service claims submission rate
Frequently Asked Questions
How do digital adoption tools improve policy application completion?
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.
Can tours help insurance agents learn new product lines?
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.
How do InsurTech companies handle multi-state regulatory differences?
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.
Other Features for Insurance & InsurTech
Announcements
Announcements for Insurance & InsurTech
Checklists
Checklists for Insurance & InsurTech
Feedback Widgets
Feedback Widgets 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
Product Tours for Other Industries
Healthcare
Product Tours for Healthcare
Fintech
Product Tours for Fintech
EdTech
Product Tours for EdTech
E-commerce & Retail
Product Tours for E-commerce & Retail
Real Estate & PropTech
Product Tours for Real Estate & PropTech
Legal Tech
Product Tours for Legal Tech
HR Tech
Product Tours for HR Tech
Logistics & Supply Chain
Product Tours for Logistics & Supply Chain