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Insurance Mystery Shopping in Sri Lanka

Insurance is a promise that customers test when something goes wrong. We check the experience before that moment: how agents explain a policy, how branches answer questions, and how claims enquiries are handled.

What we check

What our auditors look at

01

Policy explanation

Whether cover, exclusions, premiums and waiting periods are described honestly.

02

Agent and sales conduct

Pressure tactics, accuracy and whether the customer's needs were asked about.

03

Claim enquiry handling

How staff guide a customer who asks how to make a claim.

04

Premium payment counters

Speed, accuracy and receipts at branch payment points.

05

Renewal and follow up calls

Tone, clarity and timing of renewal reminders.

06

Hotline response

Pick up time, script use and first call resolution.

Why it matters

What you cannot see from head office

Many insurance complaints start with a policy that was explained badly at the sale. Testing how products are sold and how claims are explained helps you fix the cause, instead of handling the complaint later.

How it works

From brief to report

We create scenarios such as a family asking about life cover or a motorist asking how to claim after an accident. Auditors check branches, agents and hotlines, and report against your standards.

We cover every district of Sri Lanka, including smaller towns and remote areas, and we can work in Sinhala, Tamil and English.

Questions

Common questions

Can you test independent agents as well as branches?

Yes, where you can give us agent contact details or agency locations.

Do you check the claim process itself?

We test the enquiry and information stage. We do not file false claims.

Can you check phone service?

Yes. We run mystery calls to hotlines and branch lines.

Related

Other audits we run

Ready to see what your customers see?

Tell us what you need. We reply within 24 hours.

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Services

Industries we audit