Background Information

What is your age and job title?

45, Management Analyst

How long have you had your existing Life Insurance Policy?

Since 2003 and recently changed it a year.

What prompted that change?

A change in life circumstances. Big difference now vs 2003.

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

"I don't do a lot."

There's a portal she has through work. She can see what coverage she has. She doesn't "manage it".

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

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

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