ACQUIRE → CONVERT
Quoting & digital sales
Connect quote entry, eligibility, pricing presentation, retrieval, purchase and assisted handoffs. We investigate the journey as a system, not a collection of screens.
THE QUESTIONS WE INVESTIGATE
Start with
the right question.
- Where do customers hesitate, repeat steps or abandon?
- How do quote retrieval, channel switching and assisted sales interact?
- Which hypotheses are worth testing before redesign or investment?
What an engagement can include
- Scenario-based quote and purchase journey testing
- Funnel and cohort analysis using authorised data
- Error, exception and cross-channel handoff review
What you take away
- Prioritised friction map
- Evidence-backed conversion hypotheses
- Experiment roadmap with clear success measures
Methods, access, evaluation, deliverables, timing and fees are agreed in a written scope. Findings depend on the data and evidence available. Claims and fraud outcomes require accountable human review.