LIFE INSURANCE DIGITAL PLATFORM OPTIMISATION

ABOUT THE CLIENT

Client is a pioneering private life insurer (₹1 trillion AUM).
Geography: India

APPROACH

Qualitative
Online usability testing sessions
Sample Size - 12

PROBLEM STATEMENT

Enhance online policy application process.
Usability issues affected form completion, data privacy trust, and overall digital experience.
Aim to position as digital market leader.

OUR SOLUTIONS

Online usability testing.
12 sessions with investors from mutual funds, commodities, and FNO segments.
Rigorous screening and session moderation.
Explored design, navigation, and information clarity.
Deliverables: Life insurance platform UX report, form design improvement recommendations, trust-building strategy.

KEY TAKEAWAYS

Blockers in form design and data security perceptions identified.
Transparency in communication and simplified steps enhanced confidence.
Visual cues and progress indicators drove engagement.

OUTCOME

22% boost in policy conversions.
15% increase in customer trust.
Positioned as digital market leader.
Impact: 22% policy conversion boost; 15% customer trust increase; 12 usability test sessions with investor segments.
ResearchFox Team
About the Author

ResearchFox Team

ResearchFox Team brings together market researchers, analysts and editors who create evidence-led content on consumer research, B2B research, customer experience and business strategy. The team draws on ResearchFox’s experience supporting brands, startups and enterprises across India, Dubai and international markets.