Skip to main content

Queue 'Advisory Board'

SACHS ADVISORY BOARD

Michael Netter

Tracy Chadwell

Thomas Britt

P&C Insurance Company

Optimizing the Small Business Insurance Purchase Journey

Identifying a Path to Collect Industry Specific Information That Increases Quote Click-throughs by 300%

Content: 

CHALLENGE

An insurance company wanted to determine the best way to present a new insurance product for small business owners during the online quote request and purchase journey.

APPROACH

We conducted a series of remote in-depth interviews with a variety of small business owners.

In order to understand how different presentations of the new product impacted their decision, we explored the end-to-end purchase journey to identify key touchpoints for delivering general and specific information about insurance products.

OUTCOME

  • Discovered the necessary and required information for making a purchase decision and developing customer loyalty and trust
  • Identified the criteria for influencing a successful upsell
  • Redesign of the quote path to ask questions that reinforced trust that the quote was tailored to their industry resulted in a 300% increase in quote click-throughs

TAGS: Insurance, B2B, Purchase Journey, Product Positioning, Small Business, Experience, Strategies, qualitative

Want to Learn More?

SEND US AN EMAIL

Contact form

Send Us an Email

e.g. John
e.g. Smith
e.g. I would like to learn more about Sachs Insights.
e.g. I'd like to discuss a potential project with Sachs Insights.
CAPTCHA
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.

Resume form

Submit Your Resume and Cover letter Here

e.g. John
e.g. Smith
e.g. jsmith@gmail.com
Files must be less than 2 MB.
Allowed file types: txt rtf pdf doc docx odt ppt pptx odp xls xlsx ods xml bz2 gz rar tar zip.
Files must be less than 2 MB.
Allowed file types: gif jpg jpeg png txt rtf pdf doc docx odt ppt pptx xls xlsx bz2 gz rar tar zip.

Sign Up for Newsletter

Sign Up for Newsletter

e.g. John
e.g. Smith
e.g. jsmith@gmail.com
GO TOP

Thank you for sending us an email!

We will follow up as soon as possible.

CLOSE
 

Thank you, your sign-up request was successful!

Please check your email inbox.

CLOSE
 

Thank you for submitting your application to Sachs Insights!

Please check your email inbox.

CLOSE