User Interviews for Insurance

Recruit policyholders and insurance professionals for research

Get trustworthy insights from insurance customers and professionals. Build better insurance products, apps, and campaigns. 
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Target policyholders, agents, and brokers
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Screen for household context, life stage, and coverage type
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Automate recruiting, scheduling, and incentives
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Why User Interviews

Get closer to the people behind the policies

Target the right mix of participants for your study

Whether you’re testing a new digital claims app, evaluating brand trust, or studying agent workflows, User Interviews helps you connect with verified insurance audiences quickly. Recruit real policyholders, agents, and brokers with advanced screening and fraud prevention built in.

Who we can help you reach:

  • Policyholders of auto, homeowners, life, and health insurance
  • Active buyers, first-time buyers, and switchers
  • Small business and commercial policyholders
  • Insurance decision-makers and influencers
  • Agents, brokers, and intermediaries 
  • Users of insurance apps and platforms
  • Financial advisors
  • Accessibility testers
Try our feasibility calculator →
Plug in your targeting criteria and get an instant estimate of study applicants.

Meet homeowners, renters, auto policyholders, or insurance pros.

6M
Participants

1.4M
Homeowners

32K
Insurance Professionals

460K
Small Business Owners

335K
Own or Lease Vehicles

393K
Use Financial Apps

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Learn more about our participant audience in the latest panel report

Download panel report
Key Use Cases

Research from our insurance partners

Leading insurance companies use User Interviews to test digital experiences and better understand what customers expect from modern coverage.

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Digital product testing

Validate insurance apps and self-service tools with real policyholders in any segment.
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Customer journey research

Interview customers to map out how they file claims, renew coverage, or compare quotes from different providers.
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B2B research

Recruit participants by occupation or industry to understand the needs of agents, brokers, and underwriters.
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Market research and message testing

Test campaign creative, messaging, and bundling by running targeted market research with relevant demographics.

“Insurance can already be a confusing or intimidating space and User Interviews helps us understand how our innovative technology can better enable our customers’ experiences.”

Brandie Smith, Senior User Researcher at Metromile
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Get instant insights from your target audience

Features: the nitty gritty

Explore the User Interviews Platform

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Precise targeting

Target niche audiences within 24 hours across roles, coverage type, or household characteristics with advanced segmentation and screening.
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Fraud prevention

Protect your research with built-in fraud detection, identity verification, multi-step screening and manual participant vetting.
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Governance & compliance

Keep data safe and processes compliant with customizable consent flows, NDAs, and enterprise-grade security.
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Dozens of Integrations

Connect with tools like Qualtrics, SurveyMonkey, Zoom, or Microsoft Teams to run seamless studies end to end.
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Team-friendly: no seat limits

Manage teams and panels, invite observers, reuse templates, and share insights, so every stakeholder stays in the loop.
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Insights & analysis

Accelerate time to insight with session transcripts, traceable observations, and research analysis, all powered by AI.

Move seamlessly from data collection to deep analysis, all in one place

Explore All Features
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FAQs

What kinds of participants can I recruit for insurance research?

User Interviews gives you access to a wide range of verified participants across the insurance ecosystem, including both consumers and professionals. Whether you’re wondering how to source insurance agents or car owners for insurance research, we’ve got you covered. You can recruit policyholders for home, auto, renters, life, health,commercial, or specialized insurance, as well as licensed insurance agents, brokers, underwriters, claims adjusters, and customer service representatives.

Target by demographics, household context, income level, and company size, then use custom screener surveys to narrow down by policy type, purchase stage, financial behaviors and attitudes, and recent claim experience. You can even reach users of specific insurtech platforms or financial management apps to study digital customer experience. This makes it easy to capture insurance customer insights that reflect real policyholders’ and professionals’ experiences.

Can User Interviews support insurtech, digital transformation, and AI research?

Absolutely. As insurance companies invest in transformation in the AI era, User Interviews helps bridge the gap between technology and customer experience. You can recruit participants who use online insurance portals, mobile claims apps, or insurtech solutions to evaluate usability and trust. For back-office and B2B workflows, we help teams study how agents, underwriters, and adjusters interact with software platforms.

Our platform supports moderated interviews, unmoderated tests, and market research surveys – all with verified, fraud-protected participants. You can even recruit specialized audiences to collect data to train AI models. Whether your goal is optimizing a self-service portal or launching an AI-native product, User Interviews provides the audience and automation to keep research running smoothly.

How does User Interviews prevent fraud in insurance research?

Fraud prevention is essential in regulated industries like insurance. Our platform combines manual verification with automated identity checks, behavioral scoring, and response validation to maintain data quality. We maintain a fraud rate below 1%, far lower than typical panels. Each participant can be manually screened and vetted before they’re approved, giving you confidence that your policyholder or professional insights are authentic.

Researchers can confidently collect insights from verified policyholders, agents, and professionals without worrying about misrepresentation or low-quality responses, helping you produce research findings you can rely on.

Can I recruit small business owners for commercial insurance research?

Yes. User Interviews has a large, verified population of small and medium business owners across multiple industries. You can filter by company size, industry type, and coverage needs to identify participants who purchase or evaluate commercial insurance, workers’ compensation, or liability protection. Learn more about our small business segment by downloading our latest panel report.

Researchers use our platform to understand decision drivers for small-business policyholders, explore renewal behaviors, or test new digital quoting tools. With these insights, insurance providers can design better self-service experiences, align coverage options with customer expectations, and reduce friction in underwriting processes. Whether you’re serving the enterprise or small business, our audience targeting ensures precise participant matches.

What kinds of insurance research studies can I run with User Interviews?

User Interviews is method agnostic which means you can run moderated interviews, usability tests, hybrid surveys, or large-scale market research. Example studies include insurance app usability, quote flow optimization, claims process UX, pricing comprehension, and satisfaction tracking. Whether you’re testing a new digital experience or validating brand messaging, User Interviews provides compliant, reliable participant recruitment for both qualitative and quantitative research.

We offer dozens of integrations that allow you to seamlessly connect User Interviews with tools like Qualtrics, SurveyMonkey, Microsoft Teams, and Zoom. No matter the format or research tool, our automated scheduling, screening, and incentive automations make running insurance market research faster and more reliable across both consumer and professional audiences.

Is User Interviews compliant and secure for regulated industries?

Yes. Security and compliance are foundational to our platform, especially for regulated sectors like insurance and financial services. User Interviews is SOC 2 Type II, ISO 27001, and ISO 27701 certified, meeting the highest global standards for security and data protection. Built-in consent workflows, opt-in forms, NDAs, and customizable participant communication help ensure compliance with GDPR regulations.

Admins can manage governance settings, track study data, and set guardrails for participant communication, so research remains ethical, private, and aligned with industry standards. Every touchpoint is designed to protect both your participants and your brand’s reputation.

Can I manage internal participant panels, like policyholders or agents?

Yes. Research Hub allows insurance organizations to maintain ongoing relationships with existing policyholders, agents, brokers, or employees for continuous feedback. You can segment participants by policy type, customer tenure, claim status, or professional role and invite them to studies at scale without manual outreach. This system acts as a research CRM, centralizing participant governance and ensuring compliance. Many insurance companies use Hub to balance external recruitment for new audiences with internal panels for retention and loyalty research. Together, this hybrid approach provides a holistic view of the insurance customer experience from every perspective.

Run faster, fraud-free insurance research

Recruit policyholders, agents, and small business customers within hours, not weeks.

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