sible to judge the potential of a user. The following information is needed:Educational Professional BackgroundSize of businessNet Assets owned Vs insurance policies already bought Family history – whether the family has a record of dealing with the insurance firm.Users with high potential should be eligible for more personalized and detailed content and facilities. It is suggested that within the major User levels of visitor, account holder and Customer, several sub levels be maintained to account for user potential. 7FROM STRANGER TO BUYER – A WALKTHROUGH Before a site visitor becomes a buyer, the visitor goes through several stages- from a visitor to an account holder to customer, with the intermediate stages of registration and asking for a quote. The site would provide different views to different types of users:7.1 The First Time Visitor – StrangerThe first time visitor would be provided the following:Product Information links Insurance FAQ’sInvitation to be a registered account holderLinks to insurance fundamentalsLinks to calculators estimators agent locatorsLinks to the insurance gameCompany info, Contact addresses, Site map, privacy policy etc – standard features on the main menu7.2 The Registration ProcessPresent a questionnaire to get the following information ( * questions are mandatory). Request the visitor to fill up all details so that the site can be personalized more effectively for him. The newsletter would be sent to all account holders. It is important to guarantee the confidentiality of the information given by the user.Name *Age *Email id *Sex *Marital status *No. of Children * Educational Background *Professional Background *Location – residence and workplace Annual incomeNet Assets ownedInvestment portfolioInsurance policies already boughtAreas of greatest concern * –Retirement savingsCollege expensesAging parentsFamily’s financial securityGetting the ...
