Client Math Toolkit

Does your microinsurance product provide value to your clients and families?

What role does it play in their financial lives and what impact does it have on their ability to cope with risk?

This toolkit is a guide to implementing a "Client Math" study that helps answer these questions. It is suitable for researchers, insurers, microfinance institutions, and other delivery channels interested in developing a more thorough understanding of the value an existing microinsurance product has to clients.

The toolkit includes 8 sample survey instruments and provides guidance on:

1. determining whether Client Math is the best approach to studying the product
2. preparing for a Client Math study, and
3. implementing the study.

Please note that the MicroInsurance Centre does not certify any specific studies using this tool other than those conducted by the MILK Project. It offers the tool to the public as part of the MILK Project to facilitate others' efforts at understanding client value. The MILK team may be able to provide support in designing studies and/or analyzing data. Please contact Michael J. McCord ([email protected]) for more information.