Sunday, 15 February 2015

Tale of Life Insurance Policy Brochures

A life insurance policy is a simple product. The customer is invited to purchase it, usually in installments called premium. If he dies/suffers a critical illness/is disabled, the insurance company pays him a claim. That’s it.

In contrast, a mobile phone is an amazingly complex product. You can communicate, take photos, browse the internet, play games and do a hundred other things.

Let us look at the sales brochures of the two products. A mobile phone company has a neat leaflet that lists the features in small print, and has glitzy photographs.

Life insurance policy brochures are 6 to 15 pages, legally worded and full of jargon. The impression is that the companies are more interested in protecting themselves than selling their wares. In their endeavour some companies have forgotten to ask one simple question: Does the ordinary prospect understand what is written?

We presume that the brochure exists to educate the prospect who has in his mind to buy insurance. The ordinary prospect has little patience in reading material that cannot be understood at first glance, and he certainly has no desire to decipher the meanings of abbreviations – or double brackets.




If language does not match intention, the result is confusion.



Sometimes regulations force companies to disclose features. The following example reveals what happens when no company bothers to simplify what essentially is a regulatory diktat.




What exactly is a non-negative claw-back addition? Individually the words mean “positive-withdraw-add”. Every life company has this clause in every brochure. I am sure it can be worded in a manner that makes sense to an ordinary human being, without losing the essence of what is actually a powerful customer friendly mandate from IRDA.


When I read the following paragraph, I got lost in the jungle of lock-in periods and calendar days.







This is a sample, and there are hundreds of brochures from 24 life companies. Some are better than these, many are not. Insurance companies must simplify their offerings and their language. Ill-informed customers are a good to no one.



No comments:

Post a Comment