Travel Insurance Purchase Trigger Survey
Map how leisure and business travellers evaluate coverage options, compare providers, and choose policies across trip types and risk scenarios, so you can sharpen acquisition targeting, refine pricing tiers, and improve conversion at point of sale.
CONTEXT & RELEVANCE
Why run this survey now
Most travel insurers don't lose policy conversions purely on premium price. They lose them due to mistimed outreach, misread trip intent, unclear coverage relevance, weak point-of-sale prompts, and unresolved claims distrust, none of which fully show up in policy issuance reports or channel sales dashboards.
If you are...
- Travel insurer vs aggregator competition
- Bancassurance or co-branded card channel
- Product head, retail travel lines
- Distribution or partnership growth lead
- Pricing or underwriting strategy team
You're likely facing...
- Trigger timing gap: browse vs booking
- Drop-offs at checkout or visa stage
- Aggregators = cheap/generic perception
- Direct channel = premium/complex perception
- Lapsed buyers: single trip, no renewal
This will help answer...
- Primary purchase trigger by segment
- Conversion drop-off stage and cause
- Solo vs group buyer preference split
- Price sensitivity vs coverage priority
- Repeat purchase and switching triggers
RESEARCH THEMES
What This Survey Investigates
Eight interconnected research themes that map the complete travel insurance journey from trip-planning to post-claim renewal.
Trigger & Awareness
- First purchase trigger events
- Awareness channel by trip type
Channel & Discovery
- Purchase channel preference by segment
- Aggregator vs. direct insurer reach
Coverage Preference
- Must-have cover types ranked
- Optional add-on uptake rates
Pricing & WTP
- Acceptable premium range by trip duration
- Price sensitivity vs. coverage trade-off
Purchase Friction
- Drop-off points in buying journey
- Documentation and form-fill barriers
Trust & Credibility
- Brand trust signals at point of sale
- Claims reputation influence on choice
Claims & Renewal
- Claims filing experience by channel
- Renewal intent after claim event
Competitive Positioning
- Shortlisted insurers per purchase cycle
- Switching triggers and loyalty barriers
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 the Travel Insurance Purchase Trigger Survey, we recommend a quant-first design with flexible data-collection modes to balance reach, depth, and verification across traveller segments and purchase contexts.
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 travel insurance space.
Travel insurance channel preference & friction mapping (India)
OBJECTIVE
WHAT WE DID
DELIVERED
Travel insurance channel preference & friction mapping (India)
Claims experience & renewal intent diagnostics among expatriate policyholders (Southeast Asia)
Travel insurance channel preference & friction mapping (India)
OBJECTIVE
A mid-size travel insurer needed to identify why frequent leisure travellers and corporate road warriors defaulted to OTA-bundled cover over standalone policies, and which friction points caused mid-funnel drop-off.
WHAT WE DID
Ran a structured quant survey across 600 respondents in 8 cities, capturing channel shortlisting behaviour , price sensitivity thresholds , perceived coverage adequacy , and the specific steps where purchase intent collapsed before checkout.
DELIVERED
A channel preference map by traveller segment, a ranked friction list across 6 purchase stages, and a set of pricing corridor benchmarks by trip type to sharpen standalone policy positioning against bundled alternatives.
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 first-time buyers, lapsed policyholders and habitual non-purchasers?
How will you measure purchase trigger strength beyond simple ratings?
Will the survey map the full travel insurance purchase journey and drop-offs?
Can this survey inform product and pricing strategy?
How will findings improve our distribution and attachment rate performance?
Still have questions?
Schedule a discovery call to discuss your specific needs and get a custom quote.