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Home insurance

183

French

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Release :

2022-07-20

What behavior and expectations do policyholders have through their contract?

What opportunities for establishments?

AUTHOR

Marie-Caroline Tabouis

Studies project manager

  • Identify the expectations of policyholders through their home contract, the desired level of coverage and their predisposition to take out additional guarantees and non-claims services .


  • Ask policyholders about their experience with claims covered and identify their preferences regarding compensation . Test their predisposition to resort to compensation in kind and by mutual agreement for small losses.


  • Understand the link that policyholders have with their establishment and identify how they perceive new insurers and what is their predisposition to subscribe to these establishments.


  • Take an interest in recent subscriptions and determine the approach followed by policyholders to choose and subscribe to their contract : main selection criteria, number of establishments contacted, channels used to request the quote and subscribe to the contract.


  • Determine the behavior of policyholders with remote management channels (customer area on the Internet and mobile application) and their preferences for updating their contract and carrying out a set of operations.


  • Measure the incidence of moves and the volatility of policyholders at that time. Understand the impact of the health crisis on future projects and their interest in being supported and advised by their insurer.


  • Draw up an inventory of the eco-renovation work carried out and planned by the owners and test their interest in benefiting from free services from their establishment. Measure the appetite of policyholders for a set of formulas with an “eco-responsible” approach.


  • Take an interest in the second home and the establishment chosen for the insurance. Determine whether coverage expectations have recently evolved with a possible change in attendance habits linked to the development of teleworking.


  • Identify household fears regarding the risks associated with burglaries and determine their current protection system equipment as well as the potential for development.


  • Understand the experience that the French have in terms of collaborative consumption , and more particularly seasonal rental, and identify their expectations in terms of insurance .

Objectives of the study

Companies analyzed

Study methodologies

Une enquête quantitative auprès de 1 000 français

Comportement et attentes des français en matière de prévention habitation

Benchmark d’une quinzaine d’espaces internet et applications mobiles en épargne salariale et retraite d'entreprise (PEE, PERCOL, PERO)

Benchmark des espaces de gestion en épargne salariale et retraite collective

  • Comprendre de quelle manière les réseaux de vente sont organisés, accompagnés et animés pour la vente d’assurances prévoyance individuelles.


  • Analyser la dynamique commerciale mise en place pour équiper les clients et/ou prospects : temps forts, événements, offres ponctuelles et permanentes.


  • Relever les différentes pratiques et démarches des conseillers pour commercialiser les offres : ciblage, opportunités commerciales, cycle d’équipement,….


  • Réaliser des focus par type d’assurances : GAV, temporaire décès, dépendance et obsèques.

Benchmark des pratiques de vente d’assurances prévoyance individuelles en agence

I. ÉLÉMENTS DÉCLENCHEURS DE CHANGEMENT D’ASSUREUR

II. CRITÈRES DE SÉLECTION

III. PROCESSUS SUIVI

IV. VOLATILITÉ POTENTIELLE

Enquête quantitative en ligne auprès de 1000 retraités ayant changé d’assureur santé au cours des 3 dernières années.

Analyse des élements déclencheurs et des parcours clients.

Enquête changement d'assureur santé des retraités 2023

Notre méthodologie ne requiert pas d'analyse de sociétés pour cette étude

Quantitative Internet survey

1521 French people aged 25 to 74
90 closed questions
Land carried out from May 11 to 23, 2022
Sample defined according to the quota method to be representative of the French population

Collection of information and processing of data

PROFIDEO subcontracted the field to a specialist in Internet surveys while remaining the project manager in terms of methodology, definition of the sample, creation of the questionnaire and analysis.

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