Impact of self-care tools in the insurance sector on advisors' role in France 2017

As new tools allow clients to manage certain tasks themselves, which are the ones that insurance advisors no longer perform (or less)?*

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Release date

February 2018



Survey time period

October 2-19, 2017

Number of respondents

114 companies

Special properties

10 insurance companies, 53 mutual insurance companies, 47 brokers and 4 provident institutions

Method of interview

Online survey

Supplementary notes

* This question was phrased by the source as follows: "Quelles tâches les conseillers n’effectuent plus (ou moins), les outils permettant aux clients de les gérer eux-mêmes ?"

Multiple answers were possible.

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