ABOUT THE CLIENT
Client is an insurance company
APPROACH
Qualitative research
Sample Size - 12
PROBLEM STATEMENT
Understand future financial plans and saving interests of different investor profiles.
Analyze investment priorities and reasons for purchasing LIP (Life Insurance Policies).
Assess the ease of accessing and navigating the company’s website for policy selection.
Evaluate the comfort level in filling forms and sharing personal details online.
OUR SOLUTIONS
Online usability testing conducted over 4 days.
Sample size: 12 participants from three investor profiles:
Profile 1: Mutual Fund Investors
Profile 2: Commodities Investors
Profile 3: Currency, FNO, and Commodity Investors
Duration (LOI): 60 minutes per session.
KEY TAKEAWAYS
Gained insights into different investor profiles' financial planning and investment priorities.
Identified factors influencing the decision to purchase LIP.
Assessed user experience in navigating the website and completing forms.
Highlighted necessary features to enhance the website’s usability and trust.
OUTCOME
Provided actionable insights to improve website design and user experience.
Helped streamline the policy application process for better engagement and conversions.