Skip to content
HOOGResearch & Advisory

BFSI

Designing an NPS and Customer Experience Programme for an Insurer

Turning a single annual NPS number into a programme that identifies what to fix across purchase, servicing and claims.

Example engagement
Client
Life insurer with agency and digital channels
Industry
BFSI
Geography
India
Duration
8 weeks (programme design) + ongoing quarterly reporting
Capabilities
Customer & Consumer Insights

Research design at a glance

How the work is structured

India · 8 weeks (programme design) + ongoing quarterly reporting

  1. 1

    Relationship NPS survey

    Customers across products and channels, with competitive benchmark.

  2. 2

    Transactional NPS design

    Short surveys after purchase, servicing and claims events.

  3. 3

    Driver analysis

    Attributes linked to recommendation.

  4. 4

    Verbatim theme analysis

    AI-assisted coding of open-ended comments, reviewed by analysts.

Qualitative depth

Interviews, groups & observation

  • Journey touchpoints instrumented~6

Quantitative scale

Surveys, audits & measurement

  • Relationship survey respondents~1,500

Sample sizes are indicative of a typical design for this type of question; real engagements are scoped to the decision.

01

Client context

The insurer tracked NPS annually but could not link scores to specific actions or owners.

02

Business challenge

Leadership wanted a measurement approach that explained the score and showed whether improvements were working.

03

Research objective & questions

Design relationship and transactional NPS measurement with driver analysis and clear accountability.

  • How do customers rate the insurer versus competitors?
  • Which journeys and attributes drive recommendation?
  • How do scores vary by channel and product?
  • How should insights reach the teams who can act on them?

04

Methodology & approach

Relationship NPS survey
Customers across products and channels, with competitive benchmark.
Transactional NPS design
Short surveys after purchase, servicing and claims events.
Driver analysis
Attributes linked to recommendation.
Verbatim theme analysis
AI-assisted coding of open-ended comments, reviewed by analysts.

05

Sample & geography

  • ~1,500 relationship survey respondents
  • ~6 journey touchpoints instrumented
  • Geography — India

06

Key findings

  • Claims experience had the largest influence on recommendation.
  • Policy servicing via agents scored well; digital servicing lagged.
  • Unclear communication at renewal created detractors.
  • Scores differed significantly between regions.

07

Business implications

  • Prioritise claims communication and turnaround transparency.
  • Improve digital servicing journeys.
  • Assign journey owners for each transactional NPS touchpoint.

08

Outcome

The insurer received a CX measurement framework, dashboard design and quarterly insight cadence linked to accountable owners.

Example engagement — Shows how Hoog approaches this type of question. Not a specific client project. Findings are directional.

Start a conversation

Facing a similar question?

Tell us about the decision you are facing. We will come back with a clear view of how research can help — and what it would take.