We are seeking professionals in the financial and insurance industry to participate in a research study about policy a servicing and management.
In this session, we are interested in learning more about your workflow, how you approach servicing tasks, and how you go about making changes to policies.
What to Expect:
- One 1-hour long remote research session
- You will be asked to walk through relevant parts of their workflow and how they make decisions around making changes when servicing a policy.
Your feedback will help to shape the future of the financial industry, helping us to build digital tools that align with your needs. Thank you for your consideration.
The researcher may follow up via message, email, or phone to confirm if you're a fit for the study. Be sure to answer!