Background Information

What is your age and job title?

47, Operations Director

How long have you had your existing Life Insurance Policy?

~10 years

How do you find and manage information on your existing Life Insurance Policy?

Web Portal

What are your most common tasks related to your current life insurance or insurance in general? What could be better?

Paying, Authorize Payments, Change beneficiaries, cancel policy, add riders

Not much could be better. "Set it and forget it."

<aside> 🎙️ For the sake of the demo, you will be acting as "Jane Doe".

</aside>