Online screening questionnaire – Embedded Insurance

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Step 1 of 17

Thanks!

Before we begin, I would like to assure you of our commitment to privacy protection and that any information you provide will be treated confidentially, stored securely, and deleted when no longer needed. Neither your name nor the name of your organisation will be revealed to any third party not connected with this study, and you will be given the opportunity to remain anonymous.

Your information is used solely for the purposes outlined in this survey. We will keep your data confidential and never sell or resell it for any other purpose. Participation is voluntary and can be discontinued at any time.

Can we proceed based on the above?*

Yes

Thank-you for the time you have taken to review this discussion – I will contact you about different projects in the future, if this is of interest to you?

SQ i) Thank you. If accepted for a full interview, your conversation will cover:

Insights and knowledge about consumer demographics, customer journeys, and customer needs.
An understanding of the existing landscape of embedded insurance and other partnerships across various customer journeys and points of purchase.
Any pain points, challenges, or frustrations experienced with existing partnerships when creating solutions and optimising partnership models.
Guidance on the information, insights, evidence, and proof points that would add value and help create a compelling proposition from the insurer.

Will you be able to talk about these topics?*

a) Yes

b) No

Please select one option: SINGLE CODE

SQ ii) Thanks - which country are you based in?*

a) United Kingdom

b) United Arab Emirates

c) Spain

d) Other

Please select one option: SINGLE CODE

SQ 1) Thanks - which of the following age groups do you belong to?*

a) Under 25 years

b) 25 - 34 years

c) 35 - 44 years

d) 45 - 54 years

e) 55 years or older

Please select one option: SINGLE CODE

SQ 2) What is the name of your company?

Please record above: Name of Company

SQ 3) What is your job title?

Please record above: Job title

SQ 4) Which of the following best describes the level you work at?*

a) C-level / Executive Director

b) Director / Head of Department

c) Manager / Senior Manager

d) Specialist Coordinator

e) Analyst

f) Other (please specify below)

Please select one option: SINGLE CODE

Please specify below*

SQ 5) Does your role involve making or influencing decisions about strategic partnerships, developing new businesses, or identifying new sources of revenue?

SQ 5a) Strategic partnerships:*

i) I’m not involved at all

ii) I have some involvement

iii) I influence or provide information

iv) I strongly influence

v) I make the final decision

SQ 5b) Developing new business:*

i) I’m not involved at all

ii) I have some involvement

iii) I influence or provide information

iv) I strongly influence

v) I make the final decision

SQ 5c) Identifying new sources of revenue:*

i) I’m not involved at all

ii) I have some involvement

iii) I influence or provide information

iv) I strongly influence

v) I make the final decision

SQ 6) And which of the following has your company done?*

i) Insurance/protection products are offered or sold to customers (eg at checkout, in the app, or bundled)

ii) Partnered with an insurer or Insurtech to offer these products

iii) We’ve considered collaborating with an insurer, but currently have no partnership

iv) My company has never considered partnering with insurance companies, but is open to the idea

v) This is not something I know about or am involved with

Please record above: MULTICODE

SQ 7) Do you currently offer embedded insurance ie do you offer ‘Insurance products or services which are integrated into another journey or process’?*

i) Yes, for banking eg when applying for a loan or making a bank payment

ii) Yes, for gig eg when signing a contract or submitting a tax return

iii) Yes, for health eg when signing up to an event

iv) This is not something our business is involved with

v) Other (please record below)

Please record above: MULTICODE

Please record below*

SQ 8a) Thank you. I would like to close by asking about your business's approximate number of UK employees?*

i) < 50 employees

ii) 50 - 249 employees

iii) 250 - 499 employees

iv) 500 - 999 employees

v) 1,000 - 4,999 employees

vi) 5,000 - 9,999 employees

vii) 10,000+ employees

Please record above: SINGLE CODE

SQ 8b) Thank you. Could you also advise about your business's approximate number of global employees?*

i) < 50 employees

ii) 50 - 249 employees

iii) 250 - 499 employees

iv) 500 - 999 employees

v) 1,000 - 4,999 employees

vi) 5,000 - 9,999 employees

vii) 10,000+ employees

Please record above: SINGLE CODE

SQ 9) Thank you. Please could you advise your business's approximate global turnover?*

i) < £50m

ii) £50m - £249m

iii) £250m - £499m

iv) £500m - £999m

v) £1bn - £5bn

vi) £5bn - £10bn

vii) £10+bn

Please record above: SINGLE CODE

Thank you for your screening response.

We would like to consider inviting you to participate in an in-depth interview about embedded insurance solutions and any pain points or frustrations you may have with existing partnerships. Based on your answers, we think that you could find the discussion interesting, and we would really value your insight.

The interview will take approximately 60 minutes via Zoom, and we can schedule it at a time of your convenience. We realise your time is valuable, so, as a small token of our appreciation, we would like to offer you the incentive mentioned earlier upon completion of the interview. If you cannot accept this amount personally, we can donate it to a charity of your choice on your behalf.

Will you be able to participate?*

i) Yes

ii) No

Please select one option: SINGLE CODE

Great! Thank you for taking the time to complete these screening questions.

Please note that if you are selected to participate, your interview will be recorded and transcribed. Access to these recordings and transcripts will be restricted to the project team only.
If interviewed, your recordings will not be used for marketing purposes or shared with any third parties. You have the right to access, correct, withdraw, restrict, or object to the processing of your data at any time.
If you choose to withdraw from the research, please contact us and all associated recordings will be deleted immediately.
All recordings and transcripts will be securely deleted once the project has been completed. Any resulting analysis will be anonymised and depersonalised to protect your identity and confidentiality.

APPOINTMENT

Thank you - I’d be grateful if you could advise of two or three suitable interview times (preferably at 15, 30, 45 mins past or on the hour), so that we can speak for up to 60 minutes when it’s mutually convenient.*

Earliest Date and Time*

Next Date and Time (if available)

SQ 10b) Thank you, I would be grateful if you could confirm a few final details:

Your Name*

Your exact Job Title*

Job title of person you report to*

Company name*

Phone (inc international dialling code)*

Email*

LinkedIn profile link