Use case · Insurance

Issue more policies, settle claims faster

Long questionnaires, documents nobody keeps at hand and claims that stall in review: insurance journeys lose customers at every step. IDVIA notices who is struggling and adapts the journey so they buy, or claim, without giving up.

Where it applies

Every policy and claim your customers start

Each one asks for different details, and each has a step where most customers stall. IDVIA watches every step of every journey, so it is there at that exact moment.

Where onboarding breaks

Four moments where customers give up

Insurance asks people to describe their lives in detail, often at a stressful moment. Every unclear step is a chance to leave.

01Identity checks that fail

A worn ID or a poor photo stops the policy at the last step, after every question has been answered.

02Evidence they cannot find

Receipts, reports and photos are requested at the worst moment, and the claim is left half done.

03Questions that feel risky

Health and history questions make people worry about saying the wrong thing, so they stop.

04Claims with no news

A claim waits in review with no update, and the frustration lands on your support team and your reviews.

How IDVIA turns it around

One customer, four moves

Insights, Platform, Agent and Flow Finder work together on every quote and claim, in real time and on top of the journeys you already run.

Move 01

Spots the risk

Long pauses on the health questions and answers changed back and forth: Insights flags a high chance of abandonment.

Learn more about IDVIA Insights

Move 02

Decides the move

Platform picks the best intervention for this customer at this step, and launches it instantly.

Learn more about IDVIA Platform

Move 03

Guides in person

A video agent explains what each health question means and why it is asked, in the customer’s language.

Learn more about IDVIA Agent

Move 04

Finds another way

Still unsure? Flow Finder switches to a guided questionnaire or a call back your underwriting already accepts.

Learn more about IDVIA Flow Finder

Underwriting rules and identity checks stay intact at every step, with a complete audit trail.

Key benefits

What changes for your insurer

More policies issued, claims that keep moving and compliance that never bends.

01

More policies issued

Quotes that used to stall now end in a signed policy.

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  • Help at the hard questions. IDVIA steps in where customers hesitate, from health questions to identity checks.

  • A way past every blocker. A missing document no longer ends the quote: there is always another valid route.

  • Measured, not guessed. Every recovered customer is tracked, so you see the impact in your own numbers.

02

Faster claims

Complete evidence from the first try.

Fewer follow-upsHappier customers
  • Complete evidence. Customers are guided until every photo and document is valid.

  • Fewer follow-ups. Clean claims mean less chasing for your claims handlers.

  • Support when it matters. Customers feel looked after at a stressful moment, and it shows in your reviews.

03

Compliance by design

IDVIA changes how each step is presented, never what the regulation requires.

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  • Your rules stay yours. Underwriting, KYC and AML checks stay exactly as you define them.

  • Only accepted alternatives. Flow Finder offers just the evidence and channels your policy allows.

  • A complete audit trail. Every intervention is logged, from trigger to outcome, ready for audit.

Ready to issue more policies?

See how much revenue your insurer could recover, or talk to us about your onboarding.