Quotes that never convert
Strong quote volume can hide that most people never come back to actually purchase.
For InsuranceEvery abandoned quote is a policy that never gets sold.
Every abandoned quote is a policy that never gets sold.
DeepSync helps you understand why.
Whether customers are comparing premiums, completing health declarations, uploading documents, or filing claims, every interaction influences their decision to purchase. DeepSync helps insurers understand where customers lose confidence and optimize quote-to-policy journeys.
Quote-to-policy funnel analyticsClaims journey insightsSession replay with sensitive-field maskingEnterprise-ready in under 5 minutes
The challenge
Customers don't abandon insurance because they don't need it — they abandon because they don't understand it.
Before buying a policy, customers compare premiums, read exclusions, estimate coverage, calculate deductibles, upload documents, and often return multiple times before deciding.
Declarations that stall applications
Long, jargon-heavy health or eligibility questionnaires can quietly end an application nobody meant to abandon.
Claims that feel like a black box
Customers who can't tell if a document upload worked will assume the worst and call support.
Renewals that lose to silence
A premium increase with no explanation reads as a reason to shop elsewhere, not renew.
The solution
Where DeepSync helps
DeepSync uncovers the behavioral insights behind every quote, application, policy purchase, and claim — helping insurers reduce friction throughout the customer journey.
Quote & Policy Purchase
Every insurance policy starts with a quote
Replay customer sessions to understand how people compare plans, evaluate coverage, calculate premiums, and complete policy applications. Identify exactly where uncertainty causes customers to leave before purchasing.
- See where customers hesitate between quote and purchase
- Identify confusing exclusions or coverage details
- Improve conversion without changing your pricing
Claims Experience
A great claims experience builds long-term loyalty
Understand how customers upload documents, track claim status, submit supporting evidence, and communicate with claims teams. Reduce frustration and shorten claim resolution journeys.
- See where document uploads fail silently
- Identify confusing claim status or tracking screens
- Shorten time from submission to resolution
Policy Management
Customers increasingly expect to manage policies digitally
Analyze how users renew policies, download documents, nominate beneficiaries, update personal information, and purchase add-ons without contacting support. Improve self-service while reducing operational costs.
- See where renewal flows lose policyholders
- Identify document or certificate searches that fail
- Reduce support requests with better self-service
Agent & Advisor Portals
Insurance isn't always sold directly
Replay sessions across broker, advisor, and agent portals to identify workflow bottlenecks, quoting challenges, and policy management issues that impact sales productivity.
- See where agents lose time generating quotes
- Identify repetitive manual data entry across systems
- Reduce quote turnaround time for advisors
On the ground
What this looks like in a real week.
Insurance scenarios DeepSync teams run into — and how each one gets fixed.
01
Customers compare quotes but never buy
A health insurance provider attracts thousands of visitors through paid search. Analytics show strong quote generation but disappointing policy purchases. Session replay reveals customers repeatedly opening the exclusions section because important coverage limitations are hidden deep inside policy documents.
The insurer redesigns the quote page with simplified coverage summaries; policy conversion increases 19%.
02
Health declarations create friction
Customers begin purchasing health insurance but abandon before payment. Replay sessions show applicants repeatedly leaving the medical questionnaire because complex terminology and long forms create uncertainty.
The insurer introduces guided questions with contextual explanations; application completion improves significantly.
03
AI finds a mobile purchase problem
A travel insurance company notices a sudden decline in mobile policy purchases. DeepSync AI identifies that customers can't complete payment because the 'Continue' button is hidden behind the keyboard during nominee details.
Engineering fixes the issue within hours; mobile policy sales recover immediately.
04
Claims uploads fail silently
Customers report delayed claim submissions. Replay sessions reveal users repeatedly attempting to upload hospital documents larger than the allowed file size without receiving a clear error message.
The claims portal introduces real-time validation and upload progress indicators; successful submissions increase while support calls decrease.
05
Renewal rates begin to fall
An insurer notices lower-than-expected renewal rates. Journey analysis shows policyholders frequently visit renewal pages but abandon after reviewing premium increases, with little explanation of the revised pricing.
The renewal experience is redesigned with personalized recommendations and loyalty benefits; renewal conversion improves.
06
Customers can't find policy documents
Support teams receive thousands of requests for policy certificates. Heatmaps reveal customers repeatedly searching account settings because downloadable documents are hidden within multiple menus.
The customer portal is redesigned with a centralized policy dashboard; digital self-service adoption increases substantially.
07
Agents spend too long generating quotes
Insurance advisors frequently switch between customer profiles, product catalogs, and pricing tools while preparing quotes. Session replay identifies repetitive manual data entry across multiple systems.
The insurer automates customer information and quote generation; advisor productivity improves while turnaround time decreases.
08
Customers lose confidence during payment
A motor insurance provider notices high abandonment after premium calculation. Replay sessions reveal customers repeatedly returning to coverage comparison because optional add-ons and deductibles aren't explained clearly.
The insurer introduces interactive coverage comparisons and personalized recommendations; policy purchases increase while quote abandonment declines.
Built for this
Every feature, tied to a real workflow.
Session Recordings
Replay complete customer journeys from quote generation and policy purchase to claims and renewals, and see where trust is lost before customers abandon.
See the featureHeatmaps
See how customers interact with policy comparisons, coverage information, claim forms, and renewal journeys.
See the featureAI Insights
Automatically identify recurring friction across policy purchases, claims, and advisor workflows, and prioritize the fixes that reduce abandonment.
See the featureUser Journeys
Visualize the complete path from quote to active policy and renewal, and identify exactly where customers leave.
See the featureConversion Funnels
Measure every milestone from quote generated to policy issued, and understand where every policy opportunity is lost.
See the featureRage Click Detection
Detect broken calculators, confusing forms, and upload failures before they impact policy sales.
See the featureWhat leadership tracks
KPIs this team already reports on.
Quote-to-policy conversion
Share of generated quotes that convert into a purchased policy.
Application completion rate
Share of started applications that reach payment.
Document upload success
Share of document upload attempts that complete without error.
Claim submission completion
Share of started claims that are successfully submitted.
Policy renewal rate
Share of eligible policyholders who renew.
Support requests per policy
A fast proxy for where friction is spilling into support cost.
Who uses it
One tool, every team, different questions.
Product
Optimize digital policy purchases, claims, renewals, and customer self-service experiences using behavioral insights.
Digital Sales
Understand how customers compare policies, evaluate pricing, and make purchasing decisions to improve online conversion.
Claims Operations
Identify friction across document uploads, claim submissions, and claim tracking to reduce operational delays.
Engineering
Replay production issues exactly as customers experienced them, reducing debugging time and improving platform reliability.
Customer Experience
Reduce support requests by improving policy management, renewals, and digital self-service journeys.
Compliance & Risk
Analyze customer journeys while protecting sensitive personal and financial information with enterprise-grade masking.
Leadership
Receive AI-powered summaries highlighting conversion opportunities, claims friction, and digital adoption across the insurance lifecycle.
Fits your stack
Works with the tools you already run.
Salesforce Financial Services CloudStripeRazorpaySegmentDatadogServiceNowZendesk
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FAQFrequently asked questions.
FinTech & Financial Services
