Improve every step of the insurance journey

From quoting to claims, Smaply helps insurance teams deliver consistent, customer-centered experiences.

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● Customer Journey Management Software

How Smaply helps insurance teams

Customer journey mapping for insurance teams to align departments, reduce friction, and improve CX at every stage.

Visualize customer pain points
Use journey maps to surface where customers experience delays, frustration, or drop-off‚ whether it's quoting, policy setup, or claims handling.
Prioritize improvements with data
Bring analytics and performance metrics into your journey maps to identify bottlenecks and focus your efforts where they‚ have the biggest impact.
Break down silos across departments
Give marketing, operations, and claims teams a shared view of the customer experience, enabling collaboration and faster decision-making.
Ensure compliance through clear documentation
Easily document and share regulated journeys with auditors and internal teams using exportable, traceable customer journey maps.

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Ready to transform your insurance journeys?

Empower your team to deliver better customer experiences and increase retention with journey mapping built for insurance.

Customer journey mapping tools for insurance providers

Designed to help insurers understand, optimize, and manage customer journeys from quote to claim.

● Visualise your customer journey

Build journey maps fast

Quickly create detailed customer journey maps for insurance processes like policy onboarding, renewals, and claims using flexible drag-and-drop tools.

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● Visualise your customer journey

Spot what matters most

Visualize customer insights by impact and reach to prioritize fixes in critical journeys such as claims processing or customer service.

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● Visualise your customer journey

Bring data into the journey

Integrate data from analytics platforms like Google Analytics, Excel365, or PowerBI directly into your journey maps to monitor performance.

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● Visualise your customer journey

From insight to action

Turn pain points into Jira or Asana tasks so your insurance team can act quickly on opportunities for improvement across the customer lifecycle.

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Make your customer experience measurable

Track pain points, KPIs, and progress in one place to drive smarter, data-informed decisions.

More features that make your life easier

● Map journeys with ease

Fast, flexible journey mapping

Easily create detailed journey maps with stages, touchpoints, emotions, personas, channels, and more - no design skills needed.

● Connect insights to action

Integrated insights

Link pain points, opportunities, and solutions directly on maps. Add context with research data and visualize impact at a glance.

● Tailor journeys by persona

Persona management

Map experiences for different personas and roles. Compare journeys to understand unique needs, expectations, and challenges.

● Monitor performance with data

Metrics & tracking

Bring in data from tools like Google Analytics, Power BI, or Excel. Track KPIs and monitor journey health with visual indicators.

● Work together in real time

Real-time collaboration

Work together across teams with live editing, comments, tags, and filters. Keep everyone aligned and engaged, no matter where they are.

● Organize and scale journeys

Structured portfolio view

Manage multiple journeys, personas, and insights in one place. Navigate from high-level overviews to detailed steps with journey hierarchies.

Take the first step toward better insurance experiences

Start mapping your customer journeys or talk to our team about improving claims, onboarding, and retention.
● From our Blog
July 15, 2025

Why journey mapping is evolving into journey management

Let’s face it: Journey mapping was the gateway drug. You ran a workshop, created a journey map with lots of colourful sticky notes, high-fived your team, and – in many cases – went back to business as usual. If you’re lucky, someone printed that map and stuck it to a wall. If you’re honest, nobody ever looked at it again.

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