Smart Tips Software for the Insurance & InsurTech Industry
Proactively and non-intrusively guide users through your product with contextual highlights. 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 Smart Tips Helps Insurance & InsurTech
Improve adoption by showcasing new features and helping users succeed without interrupting their workflow.
Non-Intrusive Guidance
- Guide users through your app with subtle, helpful tips.
Rich Media Support
- Embed videos and GIFs directly into your smart tips.
Quick Integration
- Add smart tips to your site in less than 5 minutes.
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
Product Tours
Product Tours for Insurance & InsurTech
Announcements
Announcements for Insurance & InsurTech
Checklists
Checklists for Insurance & InsurTech
Feedback Widgets
Feedback Widgets 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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Legal Tech
Smart Tips for Legal Tech
HR Tech
Smart Tips for HR Tech
Logistics & Supply Chain
Smart Tips for Logistics & Supply Chain