Creating personalised assessments for prospects

Your prospects need to understand what your offering means for their circumstances, not just what it does. A personalised assessment needs to give them guidance worth sharing information for, with answers they can trust enough to explore their options.

Which assessment tool should we offer our prospects?

Choose a calculator for a numerical answer, an assessor for a personalised report, or a configurator for tailored product or service options.

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What makes our prospect assessment worth completing?

A prospect assessment is worth completing when it returns personally useful guidance that general content cannot provide, through a short interaction with clearly relevant questions.

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When should we use AI in prospect assessments?

Use generative AI in prospect assessments when predefined outcomes cannot adequately address individual circumstances and recommendations can be grounded in trusted expertise, structured rules and human oversight.

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What should our calculator tell prospects about their financial exposure?

Your calculator should estimate the financial consequences of a prospect's particular cyber risks, giving them a clearer basis for exploring risk management and insurance options.

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