Life Insurance Brand Trust & Preference Survey
Help life insurance leaders evaluate brand credibility, compare policy propositions, and navigate advisor, digital, and claim-service influences, so you can sharpen acquisition, strengthen positioning, and improve renewal-focused retention across priority customer segments.
CONTEXT & RELEVANCE
Why run this survey now
Most insurers don't lose policy preference purely on premium pricing. They lose due to weak claim confidence, unclear benefits, advisor inconsistency, digital friction, and low service transparency, none of which show up in sales reports or NPS dashboards.
If you are...
- Life insurer brand leaders
- Customer experience teams
- Distribution strategy heads
- Product and pricing managers
RESEARCH THEMES
What This Survey Investigates
Eight interconnected research themes that map the complete life insurance journey from awareness to renewal advocacy.
Awareness & Recall
- Unaided insurer recall
- Campaign source visibility
Trust & Credibility
- Claim settlement confidence
- Financial stability perceptions
Need & Motivation
- Protection need triggers
- Life-stage purchase motivation
Product & Value
- Coverage & benefit fit
- Premium affordability trade-offs
Channel & Advice
- Advisor recommendation influence
- Digital purchase comfort
Purchase & Friction
- Application completion barriers
- Medical underwriting concerns
Claims & Service
- Claim process confidence
- Ongoing service responsiveness
Renewal & Advocacy
- Renewal commitment signals
- Recommendation intent drivers
SAMPLING STRATEGY
Tell us about your ideal sample
Help us understand your target respondent profile. Select what applies, we'll design the optimal sample plan based on your inputs.
METHODOLOGY
Survey approach
For Life Insurance Brand Trust & Preference Survey, we recommend a quantitative-first approach with flexible data-collection modes to balance reach, depth, and verification across policyholders, prospects, lapsed customers, and claimants.
EXECUTION PROCESS
How we execute
A proven 9-step process from scoping to delivery, designed to ensure quality, speed, and actionable insights.
Define the decision frame
Confirm objectives, target cohorts, geographies, and reporting cuts
Define the decision frame
Design the instrument
Build workstream modules mapped to outputs (drivers, friction, pricing, retention, trust)
Design the instrument
Lock the questionnaire
Review wording, sequencing, LOI, and competitive context; approve final version
Lock the questionnaire
Pilot and calibrate
Test comprehension and ease quality; refine quotas and remove friction where needed
Pilot and calibrate
Run fieldwork
Execute collection with active quota management and feasibility controls
Run fieldwork
Assure quality
Dedupe, attention checks, speed/consistency rules, removals with audit trail
Assure quality
Prepare the dataset
Clean data and deliver codebook/variable definitions
Prepare the dataset
Analyse and synthesise
Driver ranking, leakage diagnostics, pricing bands, segment insights
Analyse and synthesise
Deliver and align
Executive deck (optional dashboard) and leadership readout with recommendations
Deliver and align
COMMERCIAL TERMS
Request a Commercial Proposal
Pricing depends on cohort, geography, sample size, approach, LOI, and deliverables. Configure below for an indicative estimate.
Select Sample Size
Geography
Select Mode of Survey
Length of the Interview
$0.00
+ applicable taxes
Cost Breakdown
Note: Estimate is indicative only. Final pricing is subject to scope finalization after discovery call.
REFERENCE CASELETS
Reference
Real-world examples of survey work in the life insurance space.
Term Insurance Message Proposition Testing Across Buyer Cohorts (Pan-India)
OBJECTIVE
WHAT WE DID
DELIVERED
Term Insurance Message Proposition Testing Across Buyer Cohorts (Pan-India)
Retirement Plan Benefit Architecture Exploration Among Urban Savers (India)
Term Insurance Message Proposition Testing Across Buyer Cohorts (Pan-India)
OBJECTIVE
A pan-India insurer needed to understand how first-time earners , young parents , and self-employed buyers reacted to competing pure protection , income replacement , and family security propositions before finalising campaign territories and channel scripts.
WHAT WE DID
We ran a structured online survey with 900 prospects, balanced by age, income, city tier, and family status, capturing message comprehension , relevance , distinctiveness , credibility , purchase consideration, and preferred advisor follow-up.
DELIVERED
The engagement produced a message territory map , audience proposition matrix , channel script priorities , and a ranked list of proof points showing which protection narratives resonated with each buyer cohort and where comprehension weakened.
FREQUENTLY ASKED QUESTIONS
Common Questions
Answers to frequently asked questions about this survey mandate.
What decisions will this survey enable?
Who is the buyer vs who are the respondents?
Can we see differences between term policyholders, savings-plan holders and lapsed customers?
How will you measure insurer preference beyond simple ratings?
Will the survey map the full life insurance journey and drop-offs?
Can this survey inform product and pricing strategy?
How will findings improve our qualified policy acquisition?
Still have questions?
Schedule a discovery call to discuss your specific needs and get a custom quote.