Customer journey mapping for insurers

Whether a claim starts in your app or on a call at 7am, people want one clear path through it. Turn scattered feedback into cover that is actually worth renewing.

Get every team reading the same map

A journey management system gives underwriting, claims and service one shared place to work around the policy lifecycle.

Policy journey
Digital NPS 34
Opportunities
HMW 48%
Solutions
Ready 61%

Cut the busywork

Small changes ripple through complex systems. Keep the whole picture in one place and change it once.

Renewing online
Current NPS 24

Build shared context

Everyone from claims to pricing can see what your customers actually need and what they value most.

Phases Choosing cover First claim
Steps I picked a plan I sent photos
Experience Gain Pain
Insights The excess was clear No one called back

See the whole journey

Know how every touchpoint connects, so you can spot the gaps long before your customers run into them.

Portrait of a customer experience lead — photo by Foto Sushi on Pexels
Keeping forty people agreed on what actually helps a customer is the hard part. Mapping the journey is what finally made those conversations short.
MERIDIANMUTUAL

Ilse Verhoeven

Customer Experience Lead

Design cover people understand

Take the complexity out and build the policy experience around the clarity and speed that people expect.

Make it effortless

Getting a quote, adding a driver, renewing, filing a claim — every task should be short and obvious, on the phone or in the app. Wayfold shows you where it is not.

Cover I can actually read

Customers value plain wording and no surprise exclusions at renewal.

Need
Advice when it matters

People want a human on the line during the first 48 hours of a claim.

Gain
Slow payout windows

Waiting on assessment updates is the top driver of chase calls.

Pain
Claims volume · wk 41
▲ 6.4% vs wk 408,412
One login for the household

Partners and parents share policies but not accounts.

Need
Rigid excess options

Fixed tiers stop people tuning cover to their budget.

Pain
CSAT · Nov 237
▲ 4.1% vs wk 40
Repairs booked in one tap

Approved garages nearby, with a slot chosen in the app.

Gain
Retention · Q3
▲ 2.8% vs Q214%

Offer help at the right moment

See exactly where customers wait too long, or cannot reach a person at all. Use those moments to step in first, rather than reading about them in a survey a month later.

Journey NPS 62 CSAT 4.3
Insights Gain Pain
Opportunities
Solutions

Give people peace of mind

Tie each solution straight back to something a customer told you they needed, and renewals stop needing to be chased. Quiet years are the ones people remember.

Solution
96%
Solution
88%
Solution
100%

Start with a template

The Wayfold insurance workspace arrives already filled in, and you can reshape it around your own lines of business in an afternoon.

Insurance

A customer journey template for personal lines: the steps a household goes through from first quote to a settled claim.

It maps the moments where people compare, hesitate, call, and decide whether to renew — so teams can pick the gaps worth fixing first.

The First-Time Buyer
The Careful Renewer
Phases Comparing Buying
Pains Jargon Re-keying
Opportunities Plain summary Save & return
Journeys  /  I take out cover

I take out cover

Journey Opportunities Solutions
PhasesComparing quotesChoosing a plan
StepsI read the excessI add a driver
Needs Cover I can explain Need One price, no add-ons
Pains Hard-to-find limits Pain Form resets on back
Opportunities Show the excess up front 56% Save a quote for later

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