Policy Compass

The Policy Compass: Your 21-Question Needs-Analysis Guide

The Policy Compass is a strategic tool designed to transform a casual website visitor into a highly informed, highly qualified lead. It functions as a diagnostic and teaching tool, aligning perfectly with WIGO’s role as a reviewer, teacher, and insurance publisher.

Redefining the Lead Generation Process

Unlike a standard quote form that asks for basic information, the Policy Compass is a dynamic, 21-question needs-analysis guide. It is not focused on providing a quick price; its goal is to help the user diagnose their own insurance needs before they even consider a policy.

The primary purpose is to create a more engaged and educated client by shifting the focus from a transaction to a consultation.

• A True Diagnostic Tool: The Policy Compass guides users through a structured process that prompts them to think critically about their own circumstances, assets, and liabilities. By asking questions about lifestyle, goals, and risk tolerance, it helps the user identify potential gaps in their knowledge and protection. This approach helps the user understand why they need a certain type of coverage, rather than just what it costs.
• Aligning Incentives with Education: Because WIGO is compensated for delivering high-quality, pre-vetted leads, the Policy Compass ensures our financial incentives are perfectly aligned with our mission of education. We deliver a client who is not only a better fit for a policy but is also more likely to be a long-term, loyal policyholder.
• Reducing Apathy and Churn: By actively involving the user in their own insurance journey, the Policy Compass combats the high-churn and high-apathy problem prevalent in the industry. It turns a confused prospect into an empowered consumer, dramatically increasing the chances of a successful and lasting policy match.

The Policy Compass is a key differentiator for WIGO—it is the mechanism through which we live our brand philosophy of being a teacher and a guide