User Research

👫 Cohorts

Cover Knowledge

Cover Knowledge

Type

Remarks

High

Are not experts but have a basic understanding of their cover

Low

Have no general understanding of their own policies

There are no rows in this table

⁠

Position in flow

Position in flow

Type

Remarks

Looking for a fresh policy

These are users whose parents were in perfect health but are coming of age. So thinking to cover them

Already have a policy but want to start with a fresh policy

These are generally honeytrapped into buying a sub-par policy at low prems

Not interested for any new covers

Generally have no clear understanding of unseen risks. The product can be pushed on these via education

There are no rows in this table

⁠

📋 Interview System

🌊 Current Flow

Generally me or saboo reach out to people and try to bring in them for one-on-one call with Vatsal. We ask for their policy docs & schedule the call. Problem in this system is the pre requisites are too low and the call end up being a long call as Vatsal tries both understanding user’s background & selling the 3 policies to them

🦯 Prerequisite Form

These are simple set of 4-5 questions just to guage a HI understanding of the user. Some of the questions can be -

Which of the following parameters do you have knowledge of / look while buying new policy? - Co-pay, Room rent etc

Which other specific insurance parameter have you heard of - NO claim , restoration etc

Finally you can choose to ignore it but does you parents have any pre existing condition? This will help our expert to suggest covers that will be best for you

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