Explain before the form
Help customers understand relevant cover and prepare the information they need before a quote or advisor conversation.
Storycards for insurance
Make insurance easier to understand.
Help customers understand cover, prepare for a quote and find the right service channel. Product teams maintain the questions and explanations. Marketing and service teams build from those shared starting points.
StorycardsConcept demo
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What would you like to protect?
Clarity for customers. Control for the organization.
Collect better context
Capture structured responses and journey events that can flow to approved analytics, CRM or internal systems.
Reuse approved systems
Let teams create product and campaign versions from protected templates without rebuilding design and logic each time.
Insurance products your teams can build.
Each product starts with a real customer question and ends with a useful handoff. The experience can live on your site, inside a campaign or alongside an existing service flow.
01
Coverage finder
Ask about the person, asset and priorities, then present relevant product paths in clear language.
View workflow
- Ask for
- Protection need, asset type and occupancy.
- Show and connect
- Show relevant preparation questions, then continue to the insurer’s quote or advisor service.
- Measure
- Completed finders and quote-service clicks.
02
Quote readiness journey
Help customers prepare the information an advisor needs, then direct them to the insurer’s quote service.
View workflow
- Ask for
- Product interest and which required information is ready.
- Show and connect
- Create a preparation checklist. Collect sensitive documents only through the insurer’s designated secure service.
- Measure
- Checklist completion and continuation to the quote flow.
03
Renewal review
Guide customers through material changes and questions before renewal or an agent conversation.
View workflow
- Ask for
- Changes in circumstances, assets or contact preferences.
- Show and connect
- Summarize topics for a policy review and direct the customer to their agent.
- Measure
- Review requests and completed agent handoffs.
04
Claims preparation
Provide an approved checklist for incident details, documents and the correct service channel.
View workflow
- Ask for
- Claim category and the type of help requested.
- Show and connect
- Show the insurer’s document checklist and official claims channel, without deciding whether a claim is covered.
- Measure
- Checklist use and clicks to the claims service.
05
Risk education assessment
Turn policy topics into scenario-based questions with practical, reviewed explanations.
View workflow
- Ask for
- Responses to an insurer-reviewed risk scenario.
- Show and connect
- Explain the answer and link to the relevant educational resource. Do not produce an underwriting score.
- Measure
- Scenario completion and topics that need clearer explanations.
06
Agent launch story
Give agents an interactive way to learn product changes, audiences and key talking points.
View workflow
- Ask for
- Agent role, product topic and responses to practice questions.
- Show and connect
- Show launch guidance and a recap of topics to revisit before an advisor conversation.
- Measure
- Training completion and responses by topic.
A home insurance conversation, before the quote.
An insurer can place this finder on a home insurance page. The visitor chooses what they want to protect, sees a relevant follow-up and leaves with a preparation checklist for the quote team.
The launch brief
- What the visitor shares
- Occupancy · Protection need · Selected next step
- How the path changes
- Owners answer an occupancy question. Renters choose the topics they want to discuss. Existing policyholders describe what changed. Each path ends with its own preparation checklist.
- Where it goes next
- With the visitor’s permission, pass these responses to the configured quote service or CRM. Policy terms and underwriting stay with the insurer.
- What to measure
- Compare finder starts, completed checklists and clicks to the quote service. Use quote-system reporting to measure completed quotes.
Illustrative preparation only. This example does not recommend cover or confirm eligibility.
Build the experience. Keep control of the details.
Design the questions, results and responsive layouts in the Studio. Reuse components across products, give teams clear editing permissions and connect the finished journey to your systems.
Professional visual creation
Start with AI or an approved template, then refine every layout, state and breakpoint in the Storycards Studio.
Explore the Studio→Brand and publishing control
Protect components, fields and interactions. Decide who can create, review and publish each experience.
Explore brand governance→AI-assisted starting points
Turn an approved brief or source into an editable first version that stays inside your component and permission system.
Explore AI creation→Structured first-party data
Define interaction events and response fields, then connect consented data to the approved destinations in your stack.
Explore integrations→Measure and improve
See completion, choices and drop-off points so teams can make focused changes to the live journey.
Explore analytics→Build with Storycards
Bring us the journey you want to build.
Bring one customer journey, one product brief or one existing experience. We will help you map what to build and how it fits your operating model.
Talk to our enterprise team