5 Tools You Must Know About to Improve Your Customer’s Online Insurance Experience

* This article is part of a White Paper called: “What Insurance Customers Expect from Your Online Services and How to Exceed Their Expectations.”


  1. Walk Me

WalkMe can be a big help improved your websites usability and it can drive prospects to action.

WalkMe delivers clear, step-by-step guidance to effectively guide visitors through any online process, no matter how complex. WalkMe breaks tasks down into simple steps and drives customers to action through context appropriate tip-ballons.

The idea is that their designs give your customers all the help they need so they don’t have to call your customer service or leave your website in frustration.

  1. Instanda

Instanda is another company that helps design websites for online insurance companies.

Instanda deals more with the administrative issues that come up with selling insurance online.  Their web designs build in the underwriting rules for insurance products across the country.

This way you can speed up the underwriting process for customers and avoid mistakes. They also have software for a wide range of different insurance lines and you can pick the ones you want to sign up for.

  1. Wisepops

When a customer visits your website, you want to make sure they find the section they’re looking for.

People have short attention spans online and might leave before they find what they want. One effective way to keep them on your website is with a greeting popup. You can easily set these up with a company like Wisepops.

What’s nice about Wisepops is they let you customize your greetings based on web data from customers. The program tracks how visitors are coming to your site.

For example, if a visitor comes over from one of your ads for term insurance, you can set the program up to launch a popup promoting your low term rates. This personal touch will keep people on your site longer and move them one step closer to a sale.



  1. Survey Gizmo

Surveys are another important tool for your website. Well-designed surveys can help you gauge customer satisfaction, stay in touch with prospects, and gain referrals.

There are a number of companies out there who can send out and track your surveys for you. Survey Gizmo is a good company to consider. You can customize the program so it looks like part of your website, even though Survey Gizmo is handling this work.

They also offer a 14-day free trial period so you can test this software before making any commitment.

  1. StatCounter

Building your website takes some guesswork. It’s hard to say exactly what types of articles, calculators, videos, and other resources your customers will find most helpful.

If you track your customers with a program like StatCounter, you’ll have a much better idea of what’s going on. This program lets you see where people go on your website and tells you how long they stay in different sections.

With this information, you can figure out what’s popular so you can invest more resources on that section.

The online insurance industry is just getting started. Every day buying insurance online becomes a little more mainstream and popular. At the same time, technology keeps getting better.

This is the perfect time to enter this market as long as you go in with a plan. By avoiding common mistakes, doing everything you can to improve customer experience, and taking advantage of the best technologies, you should be in great shape to profit off this exciting new industry.


This article is part of a White Paper called “What Insurance Customers Expect from Your Online Services and How to Exceed Their Expectations.”

Claim your free copy by filling the form below

The White Paper covers a range of topics including:

Chapter 1: 5 Online Insurance Challenges that are Detrimental to Your Online Customer Experience Efforts.

Chapter 2: 7 Customer Experience Secrets to Guarantee Customer Retention for Your Online Insurance Services.

Chapter 3: 5 Tools You Must Know About to Improve Your Customer’s Online Insurance Experience.

Matthew is the Lead Author & Editor of CXperience Blog. Matthew established the CXperience blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Customer Experience.