top of page

Levers and obstacles to sub-annual termination of supplementary health insurance by retirees

125 Pages

French

PDF

Release :

2021-05-01

Impact of the new regulatory provisions on the desire of retirees to escape for their supplementary health insurance under the Madelin law and levers to retain or recruit them.

AUTHOR

Bertrand MINOT

Studies project manager

  • Understand retirees' knowledge of the terms of termination of their complementary health insurance contract and their knowledge of the new regulatory provisions.

  • Identify the reasons why retirees declared not attached to their operator are still with the same operator and their openness to competitive demands.

  • Test the effectiveness of the different arguments used by operators to win over or retain the loyalty of different profiles of retirees in complementary health insurance.

  • Understand the best combination of arguments for conquest and the best combination (and hierarchy) for customer retention.

Objectives of the study

Preamble on the health and economic context


Knowledge of termination procedures and new regulatory provisions

- Update on the possibilities of termination

- A priori positioning with regard to infra-annual termination


Reasons for retaining the current insurer and predispositions to flight or loyalty

- Reasons for retaining the current operator

- Predisposition to change

- Predisposition to loyalty


Sensitivity to the different types of arguments that can be used to win or retain customers

- Operator-related arguments

- Arguments linked to the contract

- Arguments related to services

- Arguments related to practicality / communication channels

- Arguments linked to budgetary control

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

24 one-hour individual telephone interviews

24 telephone interviews carried out from March 29 to April 9, 2021 with retirees aged 62 to 75, all owners of individual complementary health insurance (alone or as a couple) and open to changing operator but without having been disappointed.

3 segments of retirees surveyed

8 major consumers of care
8 low healthcare consumers but sacrificing everything to health coverage
8 low health care consumers who do not sacrifice everything for health coverage

Other studies that might interest you

This study responds
to your needs?

Study plan

How to contact us ?

Ask us all your questions

You have questions ?

We are here to answer you

bottom of page