Insurance Research Built on Real User Experiences
Independent, real-world research for insurers across property & casualty, life, and annuity. Get a clear view of competitor experiences to uncover fragmented journeys, friction points, and communication gaps so you know where to act.
Leading Insurance Firms Trust Corporate Insight
78%
of Fortune 100 companies in financial services and healthcare rely on CI’s research.
750,000
digital journeys examined annually—from login to logout, our team tracks the authentic experience.
30+
years working with leaders across industries to improve their customer experiences.
From Competitive Tracking to Strategic Advantage
Insurance customers expect seamless, transparent digital experiences across every interaction. Corporate Insight helps insurers across commercial, personal, annuity, and life insurance lines benchmark performance, uncover competitive gaps, and prioritize the improvements that drive engagement, retention, and satisfaction.
What are competitors building behind login walls? How do you prove ROI for million dollar platform investments? Which features actually drive user satisfaction?
Which features actually drive user satisfaction?
What are competitors building behind login walls?
How do you prove ROI for million-dollar platform investments?
Monitor Subscription Research
Ongoing Competitive Intelligence
Stay ahead of evolving insurance digital experiences across personal and commercial lines, life insurance, and annuities. Our subscription research tracks how incumbents and digital-first competitors are advancing customer, client, and advisor-facing platforms—providing timely insights to guide strategy and prioritize improvements.
Monitor Research available for:
Experience Benchmarks
Annual Competitive Rankings
Understand exactly how your digital experience compares. Our experience benchmarks evaluate your website and mobile experiences against key competitors, revealing where you lead, where you lag, and where improvements will have the greatest impact on engagement, retention, and efficiency.
Benchmarking available for:
Custom Research Services
Tailored Strategic Projects
When insurance leaders face complex digital experience questions, Corporate Insight delivers tailored research that provides clear answers. Our team combines competitive intelligence, customer insight, and industry expertise to guide confident strategic decisions.
UX Research
User-Centered Design Insights
Understand how real customers interact with your digital experiences. Our UX research uncovers usability challenges, behavioral patterns, and unmet needs helping teams design more intuitive, accessible, and engaging digital journeys.
Quantitative Research
Consumer Sentiment & Market Research
Measure how customers perceive your digital experiences, and what drives their satisfaction and engagement. Our quantitative research provides statistically robust insights that guide product, experience, and distribution decisions.
Proven Impact for Insurance Firms
30%
faster prioritization of digital initiatives
2-3x
increase in feature adoption after redesign
90%
clients renew Monitor subscriptions
Intelligence To Power Product Managers Digital Teams Marketers Competitive Intelligence Strategy Sales Your Whole Organization
From product and digital to strategy, sales, and marketing, CI delivers the insights each team needs to make smarter decisions, outpace competitors, and create better experiences. Our research has no seat licenses, so everyone in your organization can benefit. See how our research powers your teams.
Major Insurer Evaluates Potential Life Insurance App
A top insurance firm wanted to evaluate the current competitive landscape for life insurance mobile experiences, to decide whether to introduce a life insurance-specific app and whether to incorporate it into its existing retirement app.
CI conducted an extensive competitive analysis of life insurance mobile app availability, including the core and value-add capabilities. Our research also identified key areas that can boost engagement, like education and wellness programs.
Based on our recommendations, the client gained a clear understanding of the landscape. Only 40% of leading life insurers offer an app, showcasing a clear area of opportunity for the firm to introduce a mobile app with a wellness program as an engagement-boosting value add.
Leading Insurer Boosts Media Upload for Claims
A leading P&C insurer wanted to understand how competitors used media uploading tools across their web and mobile platforms to streamline their claims processes.
CI conducted a custom analysis of five leading P&C insurers to identify current competitive practices around media upload, focusing on cross-platform consistency and customer guidance for photos of their vehicle and the damage.
Using this research, the insurer was able to gain a better understanding of the current best practices around media upload and customer guidance, and develop an updated strategic plan to improve its claims process and save time for both customers and the insurer.
Major Firm Creates Strategy Roadmap for AI Adoption
A major financial services firm wanted to understand the current state of AI-powered virtual assistants as they developed their own AI strategy and roadmap.
CI conducted a comprehensive benchmarking of AI assistants from leading banks, brokerages and insurance firms, as well as cutting-edge gen AI platforms, using our proprietary AI evaluation framework. We assessed chatbot performance across eight key dimensions to evaluate current capabilities.
Based on our recommendations, the client created a strategic plan to differentiate their AI assistant and close competitive gaps, improving its knowledge base, system integration, and its AI personality. The firm also developed a plan to transition to more powerful gen AI platforms in the coming years.
Firm Reduces Friction and Improves Paperless Adoption
A leading financial services firm wanted to understand what accelerates or blocks paperless adoption among customers in the Retirement, Life, and Annuities markets. The firm lacked a clear view of how competitors structure e-delivery messaging, consent journeys, and preference center experiences across desktop and mobile.
CI conducted a competitive analysis of eight leading insurance and retirement firms, examining messaging, e-consent journeys, preference center functionality, and mobile app experiences, leveraging CI’s authenticated panelist pool.
The firm gained an understanding of best-in-class examples and key differentiators across leading retirement, life, and annuity providers, and action items to help its customers reduce friction and improve paperless conversion rates.
See How Your Digital Experience Compares
Understanding how your digital experiences perform across the insurance industry is the first step toward improving user engagement, customer satisfaction, and competitive positioning.
Connect with our team to discuss your goals or explore a sample of our research to see the insights we provide insurance leaders every day.
Get a report sample from our insurance research.
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