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Personal insurance

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The infographic that sells the personal accident cover

When a product is technical, the advisor spends their time explaining it. With Vizalia, they show it. The example of an insurer that projects its infographics live to sell a Personal Accident cover.

Assureur français
Context

The starting point

Some products cannot be summed up. An insurance contract, a loan, an options package: their value is in the detail, and the detail does not listen well. Over the phone, information arrives single file. One sentence after another, at the advisor's pace. The customer saturates after three concepts and loses everything that follows. The Personal Accident cover (GAV) is a textbook case. A scope covering domestic, sport, leisure, assault, medical accident. Exclusions. An intervention threshold expressed as a permanent disability rate. A cap. Heads of damage. The advisor recites all of this correctly. After three minutes, the customer has switched off. They do not say no. They say “send me an email”. This insurer already had excellent infographics to explain its offer. They were used in after-sales. So after the decision. This client chose to remain anonymous and its results are covered by a confidentiality agreement.

The problem

What was getting in the way

  • A complex offer that does not land over the phone: the customer saturates after three concepts
  • “Send me an email” as a polite exit through lack of understanding
  • Infographics that already existed, but were used in after-sales — so after the decision
  • A duty of advice that is hard to make tangible over the phone
  • Explanation quality that depends on each advisor's talent

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Deployment

What they deployed with Vizalia

  • The advisor opens the visual mid-conversation: a link is sent to the customer's mobile
  • The customer clicks and sees it thanks to a fast connection, nothing to install, no account to create
  • The advisor unfolds the infographics one topic at a time: the risk first, then the scope, the threshold, the cap
  • The customer watches instead of reconstructing: they see the hierarchy, go back on their own, compare two columns at a glance
  • Visuals designed for a mobile: vertical format, one idea per screen, readable without zooming
  • Hosting in France, ISO 27001 certification, deployment in 48 hours

« The risk becomes concrete. An image shows what really happens. The customer recognises themselves, or their child. That's half the sales job in a Personal Accident cover. »

Direction télévente, assureur anonymisé

Results

What they got out of it

  • The risk becomes concrete: an image shows what really happens, the customer recognises themselves
  • The scope reads at a glance: guarantees and exclusions side by side, the exclusion reassures rather than worries
  • The intervention threshold lands: the notion that loses the most customers on the phone, shown as a graduated scale
  • The duty of advice is made tangible: what the customer has seen, they can no longer claim they did not know
  • The floor becomes homogeneous: with the visual, the explanation baseline is the same for every advisor
  • The decision is made during the call: the scheduled call back remains a largely lost appointment
  • Very good results on conversion and in-call completion, shared verbally under a confidentiality agreement

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IndustryBanking & insurance