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Pet Insurance

Help pet owners understand the plan before starting a quote.

Pet owners need to compare plan details, understand the next step and return to their information later. Xivic improves the content, application experience and system connections behind those tasks, with testing that includes existing customers.

A border collie resting in grass, photographed for Embrace Pet Insurance
Client photography: Embrace Pet Insurance.

Relevant client work

Two pet owners with a corgi, photographed for Embrace Pet Insurance
Embrace Pet Insurance

Account for the details that change a pet quote.

Xivic’s work for Embrace includes development support and quote-engine discovery. Technical review addressed existing API connections, pet-age and multi-pet scenarios, and the testing needed to preserve existing customer journeys.

Quote-engine discovery and technical review, 2023.

The operating challenge

Which questions interrupt a quote or trigger a support call?

A quote must remain understandable when a customer adds another pet, resumes a saved session or returns with changed details. We review the plan information, application states and data connections together so the team can identify where those journeys lose context.

Improve the quote and the account experience together.

Plan comparison and quote journeys

Use approved plan details to answer comparison questions. Make quote requirements, saved progress and the next action visible to the pet owner.

Application engineering

Connect pet, customer and policy information where the approved systems permit it. Define how mismatched or incomplete records reach a reviewer.

Release confidence

Test new quotes, returning users, existing records and service requests against the change. Include incomplete information and interrupted sessions.

Test the quote customers return to, not only the one they start.

Choose a plan and write down the scenarios the release must preserve: one pet, multiple pets, an age boundary, an interrupted quote and an existing customer returning to stored information.

Answer comparison questions with approved information

Bring the plan wording and support questions that interrupt quotes. Test how pet owners interpret the options and exclusions, then identify content and interface changes for product-owner approval.

Pet-owner experience design

Keep quote state and source data consistent

Document where pet details, selected options and saved progress live. Test API errors and changed information across quote steps so a resumed or multi-pet journey does not silently lose context.

Quote application engineering

Start with the question your support team keeps hearing.

We will trace it through the plan information, quote flow and account experience to find the content or engineering change it needs.

Review a pet-owner journey