insurance

AI-moderated consumer research for insurance

Run scalable qualitative research for insurance programs, from personal lines to commercial and InsurTech; supported by HIPAA-compliant data handling.

Insurance policy document with magnifying glass, cash, and a model car representing coverage and financial review

Move faster with AI in insurance research

How Outset powers AI-driven insurance research

Outset lets insurance teams run policyholder, claims, and market studies at scale with AI-moderated interviews, Visual Intelligence, and automated synthesis built for fast turnaround.

Claims Portal Usability

Picture-in-picture screensharing and Outset’s Digital Intelligence platform puts both you and the AI inside the claims portal to track exactly where policyholders get stuck before frustration turns into churn.

Interface showing AI identifying user confusion from facial expression and generating probing follow-up questions

Comparative Testing for Coverage Plans

Use comparative testing to understand how policyholders weigh coverage options, pricing structures, and carrier messaging as strategies are workshopped.

Side-by-side comparison of two ecommerce layouts featuring handmade products and filtering options

Comparative Testing for Coverage Plans

Use comparative testing to understand how policyholders weigh coverage options, pricing structures, and carrier messaging as strategies are workshopped.

Stimulus Testing for Policy Documents

Show participants real policy documents mid-interview, using Emotional Intelligence to surface where exclusion language and coverage terms create confusion or erode trust.

Close-up of a man’s face with AI overlay detecting and labeling a surprised expression

Stimulus Testing for Policy Documents

Show participants real policy documents mid-interview, using Emotional Intelligence to surface where exclusion language and coverage terms create confusion or erode trust.

Scalable Policyholder Segmentation

Conduct interviews in 40+ languages across markets in 85+ countries to get closer to all your customer segments without any additional overhead.

Grid of diverse participants on video calls during remote user research sessions

AI-moderated research for insurance teams that need depth and speed

By using AI in insurance research, teams can capture policyholder and prospect perspectives across lines, segments, and journey stages with consistent depth at scale.

Source Participants in the Same Platform

Leverage Outset’s pool of over 1.1B participants around the globe provided by dozens of high-quality panels across B2C, B2B, niche audiences, and more.

Source Participants in the Same Platform

Leverage Outset’s pool of over 1.1B participants around the globe provided by dozens of high-quality panels across B2C, B2B, niche audiences, and more.

Support Research-Backed Iteration

AI-moderated interviews and automatic synthesis compresses timelines to the point where major product decisions can be based on real feedback every time.

Support Research-Backed Iteration

AI-moderated interviews and automatic synthesis compresses timelines to the point where major product decisions can be based on real feedback every time.

Make Customer Evidence Actionable

Give stakeholders highlight reels and custom summaries they need to improve conversion, retention, service, and communication decisions, while preserving verbatim customer sentiments.

Make Customer Evidence Actionable

Give stakeholders highlight reels and custom summaries they need to improve conversion, retention, service, and communication decisions, while preserving verbatim customer sentiments.

Use cases for AI in insurance research

Run complex testing methodologies for insurance research.

Claims Experience Research

Understand how policyholders experience FNOL, adjuster communication, and settlement negotiation.

Quote, Enrollment & Renewal Research

Explore what drives quote abandonment, coverage selection, and renewal hesitation faster, with fewer resources.

Policy Comprehension & Coverage Literacy

Test how customers interpret exclusions and coverage limits to uncover where unclear language creates confusion, distrust, or inadequate policies.

Brand Trust & Switching Behavior

Gain deeper, live insights on how carrier reputation and claims handling shape brand perception, switching intent, and NPS.

Built for security, compliance, & sensitive data

Outset supports robust, enterprise-ready qualitative research with no need for PII.

Set of security and compliance badges including SOC 2, HIPAA compliant, and GDPR

Enterprise-Grade Data Security

SOC 2 and HIPAA-compliant infrastructure, enterprise security standards, and role-based access permissions keep sensitive policyholder and claims data protected at every stage.

Enterprise-Grade Data Security

SOC 2 and HIPAA-compliant infrastructure, enterprise security standards, and role-based access permissions keep sensitive policyholder and claims data protected at every stage.

Dropdown menu with sharing options including only me, my workspace, and entire organization

Compliance-Friendly Workflows

Built-in approval workflows and access controls keep insurance research processes aligned with HIPAA, data privacy, and regulatory requirements.

Compliance-Friendly Workflows

Built-in approval workflows and access controls keep insurance research processes aligned with HIPAA, data privacy, and regulatory requirements.

Customer Spotlight

See how enterprise teams use Outset

How Hubspot Learned to Speak Its Key Persona's Language

Read Hubspot's case study

How Microsoft Increased Copilot Retention by 5%

Read Microsoft's case study

How Away Exposed Surprising Behavior from 98% of Shoppers

Read Away’s case study

Customer Spotlight

See how enterprise teams use Outset

How Hubspot Learned to Speak Its Key Persona's Language

Read Hubspot's case study

How Microsoft Increased Copilot Retention by 5%

Read Microsoft's case study

How Away Exposed Surprising Behavior from 98% of Shoppers

Read Away’s case study

Customer Spotlight

See how enterprise teams use Outset

How Hubspot Learned to Speak Its Key Persona's Language

Read Hubspot's case study

How Microsoft Increased Copilot Retention by 5%

Read Microsoft's case study

How Away Exposed Surprising Behavior from 98% of Shoppers

Read Away’s case study

Built for security, compliance, and sensitive data

Enterprise-Ready Controls

Manage permissions, protect customer conversations, and share insights securely across product, operations, and executive teams.

Compliance-Friendly Workflows

Support structured research processes that align with legal, compliance, and regulatory requirements.

Find out how Outset accelerates every step of research

Test out a demo interview to see how Outset transforms research speed, scale, and insight quality.

Two people sitting at a table having a conversation

Find out how Outset accelerates every step of research

Test out a demo interview to see how Outset transforms research speed, scale, and insight quality.

Find out how Outset accelerates every step of research

Test out a demo interview to see how Outset transforms research speed, scale, and insight quality.

The most advanced AI-moderated research platform

Secure by design

The most advanced AI-moderated research platform

Secure by design

The most advanced AI-moderated research platform

Secure by design

AI-moderated consumer research for insurance

Move faster with AI in insurance research

Move faster with AI in insurance research

How Outset powers AI-driven insurance research

Claims Portal Usability

Comparative Testing for Coverage Plans

Comparative Testing for Coverage Plans

Stimulus Testing for Policy Documents

Stimulus Testing for Policy Documents

Scalable Policyholder Segmentation

AI-moderated research for insurance teams that need depth and speed

Source Participants in the Same Platform

Source Participants in the Same Platform

Support Research-Backed Iteration

Support Research-Backed Iteration

Make Customer Evidence Actionable

Make Customer Evidence Actionable

Use cases for AI in insurance research

Claims Experience Research

Quote, Enrollment & Renewal Research

Policy Comprehension & Coverage Literacy

Brand Trust & Switching Behavior

Built for security, compliance, & sensitive data

Enterprise-Grade Data Security

Enterprise-Grade Data Security

Compliance-Friendly Workflows

Compliance-Friendly Workflows

See how enterprise teams use Outset

How Hubspot Learned to Speak Its Key Persona's Language

How Microsoft Increased Copilot Retention by 5%

How Away Exposed Surprising Behavior from 98% of Shoppers

See how enterprise teams use Outset

How Hubspot Learned to Speak Its Key Persona's Language

How Microsoft Increased Copilot Retention by 5%

How Away Exposed Surprising Behavior from 98% of Shoppers

See how enterprise teams use Outset

How Hubspot Learned to Speak Its Key Persona's Language

How Microsoft Increased Copilot Retention by 5%

How Away Exposed Surprising Behavior from 98% of Shoppers

Built for security, compliance, and sensitive data

Enterprise-Ready Controls

Compliance-Friendly Workflows

Find out how Outset accelerates every step of research

Find out how Outset accelerates every step of research

Find out how Outset accelerates every step of research

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