Insurance: impact of digital tools on the autonomy of advisors in France

The implementation of new digital tools in the French insurance industry over the last few years changes the parameters of the relationship between the advisor and the customer. Focusing on counsellors' responsibilities, these tools appear to be a vector for more autonomy, according to 38 percent of the professionals surveyed. However, more than half of the respondents believed that these tools would not bring more autonomy to the advisor.

Has the development of digital tools enabled advisors to have more autonomy in proposing commercial gestures?*

Characteristic	Share of respondents
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Release date

November 2017

More information

Region

France

Survey time period

October 2-19, 2017

Number of respondents

210 respondents

Special properties

106 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: "Le développement des outils digitaux a-t-il permis aux conseillers d'avoir davantage d'autonomie sur la proposition de gestes commerciaux ?"

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