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How to Prepare a User Interview Questionnaire?

5 mins 10 secs read

The User Interview is a qualitative, non-binary, open-ended process that is a crucial contextual inquiry research method. And creating a good questionnaire is like sharpening your weapon to make the best impact.

A well-prepared, well-rehearsed user questionnaire is a must for an insightful interview.

Why make a questionnaire before a User Interview?

To avoid Response Biases*!

Seven-eight response biases influence user interviews greatly; understanding the user persona objectively is crucial for good design decisions. A thorough understanding of the response biases will help you use them or avoid them to get functional responses from the user.

*Note: There will be an upcoming blog on Response Biases and how to use or avoid them in research. Keep following Mantra Labs’s blog posts.

To make interviews more relevant to the research goals:

Planning an interview questionnaire keeps the facilitator on track during interviews. What does this mean? Multiple probing questions are asked during any user interview to gain more information and a deeper understanding of the participant’s behavior. Due to the probing, three situations occur.

1. The facilitator gets carried away in probing and deviates from the central questions under the influence of the participant’s response.

2. The facilitator asks questions spontaneously under the influence of their biases that might not be relevant to the research goals.

3. There is a chance of losing track of interview goals and shifting off-topic. Sometimes it’s a good idea to check all the possibilities that could influence the user’s behavior. However, there should be a clear line at which to stop and come back to the main questions.

To make sure questions are open-ended and revised/reframed before interviews:

“Details are in the story,” and Open-ended questions allow participants to tell the story of their experience. Since participants’ responses should not be influenced or bound to respond in a certain way, it is crucial to plan open-ended questions.

E.g., a pet product company is researching the possibility of their product entering the market and developing some pet grooming products for millennial pet owners. Let’s look at some 

questions to understand how open-ended they are.

Q 1: Would you use shampoo to make your dog smell better?

Q 1.1: What shampoo would you use to make your dog smell better?

Problem with these questions: 

Q 1: It’s a Yes/No question that will not give any qualitative insights.

       This question has little scope to know all the products the participant uses for grooming the dog.

Q 1.1: This is better than Q.1 because it has the scope of answering about shampoo products, but more is needed to know every detail of the pet cleaning-care habits of the user.

This can be a follow-up question to dig deeper, but not the main question.

What would be an excellent open-ended question?

Q. 1: What does your pet grooming process look like, and what products do you use while grooming?

Now this question has scope for the participant to tell the story of their pet’s grooming, including their process, the product they use, and how everything impacts their pet’s grooming pattern.

To avoid repetitive/similar questions:

If the questions still need to be pre-prepared and revised, the facilitator often asks questions similar to prior questions. This scenario causes a waste of time, sometimes irritating the participants as well.

To limit the number of questions and make them effective per the interview time limit.

  1. The time taken in an interview significantly impacts the qualitative information received from the participants. 40-45 minutes is the sweet spot for an interview. More than that, it starts becoming too much for the participant. If the facilitator continues to engage, the participant might get disengaged and be in a hurry to finish the interview.
  2. If it takes less than 40 minutes, you might not get a deep understanding of the question due to needing more probing in the response received from the participant.

How to make a good User Interview questionnaire?

Now that we know why, a good questionnaire is crucial before the research interview. There are some parameters and ways to write a good questionnaire.

Defining the business goal and user goal:

Keep stakeholder analysis as the first priority before writing the questionnaire. It’s crucial to know the business goals of the critical stakeholders to lay the foundation for your research interview. Also, try to understand and write the User Goal according to key stakeholders and their target personas.

Doing secondary research and gaining more information about the products, services, and business: 

It helps the facilitator make questions more relevant to the topic. The planning of the questions would be about the product and the service, which would help to find impactful insights. Here are some matters to focus on while doing secondary research:

  •  Analytics of the website (whatever possible, Google Analytics, Hotjar, Similarweb), target personas, user journey, pain points, what are your most trafficked pages, which site pages rank high in SERPs, visits from organic sources, traffic referrals from other sites and channels, Traffic from direct URL into the search bar, Devices used by the traffic ETC.)
  • Top performing keywords
  • How long do people typically spend on your website?
  • Page load time of the site?
  • Competitors analysis
  • User Personas
  • Geolocations of major user bases
  • Industry trends
  • The existing research paper regards the context
  • Existing customer journey map (If any)

Write the User Interview objective and key result properly:

This is the foundation of any research. Defining the OKR of the interview will keep your approach more constructive. The researcher should define why they are interviewing and what they want to achieve. Later, the questions should be formed in order to get the relevant information with regard to the interview objective.

The questions need to be framed in four categories that go in order one after another during the interview:

Intro Question and Ice Breakers

* Hi, How does your day/week go in Mantra Labs?

* Could you tell us about your role, followed by what your team does at Mantra Labs?

* How do you plan for your certain work to achieve your ‘X’ target?

Topic Specific Questions

* How do clients approach you and vice-versa? 

* Could you describe a couple of scenarios where you failed to perform the task and how it happened?

* How do you overcome obstacles when performing such tasks?

Opportunity specific questions

* What is making a good impact on existing clients during the project?

Opinionated questions

* In your opinion, where would you suggest this service should improve?

Conclusion

User Interview Research in UX is crucial to making informed decisions to solve complicated problems for any product or service. As it is essential, it needs to be understood. 

What does it mean? How should it be done? Also, when should it be done? But above all, the biggest problem with interviewers is a need for more technical and experiential knowledge of how to prepare Research Interview Questionnaires.

To do that, Interviews need to understand fundamental response biases, which can destroy the creation of the questionnaire and interview insights. Do thorough secondary research about the matter. Next, review the business goals and write the interview research goals and OKRs. And finally, have a structured questionnaire covering all types of questions. 

About Author,

Vijendra is currently working as a Sr. UX Designer at Mantra Labs. He is passionate about UXR and Product Design.

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How Smarter Sales Apps Are Reinventing the Frontlines of Insurance Distribution

The insurance industry thrives on relationships—but it can only scale through efficiency, precision, and timely distribution. While much of the digital transformation buzz has focused on customer-facing portals, the real transformation is happening in the field, where modern sales apps are quietly driving a smarter, faster, and more empowered agent network.

Let’s explore how mobile-first sales enablement platforms are reshaping insurance sales across prospecting, onboarding, servicing, renewals, and growth.

The Insurance Agent Needs More Than a CRM

Today’s insurance agent is not just a policy seller—they’re also a financial advisor, data gatherer, service representative, and the face of the brand. Yet many still rely on paper forms, disconnected tools, and manual processes.

That’s where intelligent sales apps come in—not just to digitize, but to optimize, personalize, and future-proof the entire agent journey.

Real-World Use Cases: What Smart Sales Apps Are Solving

Across the insurance value chain, sales agent apps have evolved into full-service platforms—streamlining operations, boosting conversions, and empowering agents in the field. These tools aren’t optional anymore, they’re critical to how modern insurers perform. Here’s how leading insurers are empowering their agents through technology:

1. Intelligent Prospecting & Lead Management

Sales apps now empower agents to:

  • Prioritize leads using filters like policy type, value, or geography
  • Schedule follow-ups with integrated agent calendars
  • Utilize locators to look for nearby branch offices or partner physicians
  • Register and service new leads directly from mobile devices

Agents spend significantly less time navigating through disjointed systems or chasing down information. With quick access to prioritized leads, appointment scheduling, and location tools—all in one app—they can focus more on meaningful customer interactions and closing sales, rather than administrative overhead.

2. Seamless Policy Servicing, Renewals & Claims 

Sales apps centralize post-sale activities such as:

  • Tracking policy status, premium due date, and claims progress
  • Sending renewal reminders, greetings, and policy alerts in real-time
  • Accessing digital sales journeys and pre-filled forms.
  • Policy comparison, calculating premiums, and submitting documents digitally
  • Registering and monitoring customer complaints through the app itself

Customers receive a consistent and seamless experience across touchpoints—whether online, in-person, or via mobile. With digital forms, real-time policy updates, and instant access to servicing tools, agents can handle post-sale tasks like renewals and claims faster, without paperwork delays—leading to improved satisfaction and higher retention.

3. Remote Sales using Assisted Tools

Using smart tools, agents can:

  • Securely co-browse documents with customers through proposals
  • Share product visualizations in real time
  • Complete eKYC and onboarding remotely.

Agents can conduct secure, interactive consultations from anywhere—sharing proposals, visual aids, and completing eKYC remotely. This not only expands their reach to customers in digital-first or geographically dispersed markets, but also builds greater trust through real-time engagement, clear communication, and a personalized advisory experience—all without needing a physical presence.

4. Real-Time Training, Performance & Compliance Monitoring

Modern insurance apps provide:

  • On-demand access to training material
  • Commission dashboards and incentive monitoring
  • Performance reporting with actionable insights

Field agents gain access to real-time performance insights, training modules, and incentive tracking—directly within the app. This empowers them to upskill on the go, stay motivated through transparent goal-setting, and make informed decisions that align with overall business KPIs. The result is a more agile, knowledgeable, and performance-driven sales force.

5. End-to-End Sales Execution—Even Offline

Advanced insurance apps support:

  • Full application submission, from prospect to payment
  • Offline functionality in low-connectivity zones
  • Real-time needs analysis, quote generation, and e-signatures
  • Multi-login access with secure OTP-based authentication

Even in low-connectivity or remote Tier 2 and 3 markets, agents can operate at full capacity—thanks to offline capabilities, secure authentication, and end-to-end sales execution tools. This ensures uninterrupted productivity, faster policy issuance, and adherence to compliance standards, regardless of location or network availability.

6. AI-Powered Personalization for Health-Linked Products

Some forward-thinking insurers are combining AI with health platforms to:

  • Import real-time health data from fitness trackers or health apps 
  • Offer hyper-personalized insurance suggestions based on lifestyle
  • Enable field agents to tailor recommendations with more context

By integrating real-time health data from fitness trackers and wellness apps, insurers can offer hyper-personalized, preventive insurance products tailored to individual lifestyles. This empowers agents to move beyond transactional selling—becoming trusted advisors who recommend coverage based on customers’ health habits, life stages, and future needs, ultimately deepening engagement and improving long-term retention.

The Mantra Labs Advantage: Turning Strategy into Scalable Execution

We help insurers go beyond surface-level digitization to build intelligent, mobile-first ecosystems that optimize agent efficiency and customer engagement—backed by real-world impact.

Seamless Sales Enablement for Travel Insurance

We partnered with a leading travel insurance provider to develop a high-performance agent workflow platform featuring:

  • Secure Logins: Instant credential-based access without sign-up friction
  • Real-Time Performance Dashboards: At-a-glance insights into daily/monthly targets, policy issuance, and collections
  • Frictionless Policy Issuance: Complete issuance post-payment and document verification
  • OCR Integration: Auto-filled customer details directly from passport scans, minimizing errors and speeding up onboarding

This mobile-first solution empowered agents to close policies faster with significantly reduced paperwork and data entry time—improving agent productivity by 2x and enabling sales at scale.

Engagement + Analytics Transformation for Health Insurance

For one of India’s leading health insurers, we helped implement a full-funnel engagement and analytics stack:

  • User Journey Intelligence: Replaced legacy systems to track granular app behavior—policy purchases, renewals, claims, discounts, and drop-offs. Enabled real-time behavioral segmentation and personalized push/email notifications.
  • Gamified Wellness with Fitness Tracking: Added gamified fitness engagement, with rewards based on step counts and interactive nutrition quizzes—driving repeat app visits and user loyalty.
  • Attribution Tracking: Trace the exact source of traffic—whether it’s a paid campaign, referral program, or organic source—adding a layer of precision to marketing ROI.
  • Analytics: Integrated analytics to identify user interest segments. This allowed for hyper-targeted email and in-app notifications that aligned perfectly with user intent, driving both relevance and response rates.

Whether you’re digitizing field sales, gamifying customer wellness, or fine-tuning your marketing engine, Mantra Labs brings the technology depth, insurance expertise, and user-first design to turn strategy into scalable execution.

If you’re ready to modernize your agent network – Get in touch with us to explore how we can build intelligent, mobile-first tools tailored to your distribution strategy. Just remember, the best sales apps aren’t just tools, they’re growth engines; and field sales success isn’t about more apps. It’s about the right workflows, in the right hands, at the right time.

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