Levela Pilot - ASSIST Asia

The Need

The Levela Pilot Test Project was implemented to address gaps in financial literacy and insurance awareness among vulnerable and underserved communities in the Philippines. Many individuals, particularly those from low-income households and rural communities, have limited understanding of financial planning, insurance protection, and risk management tools that could help them cope with unexpected life events. This lack of awareness often leaves families financially vulnerable during emergencies, disasters, or health-related crises. In addition, there is a growing need for accessible and culturally relevant financial education tools that can effectively introduce insurance concepts and risk protection to communities that traditionally have low exposure to financial services. The Levela initiative therefore aims to bridge this knowledge gap by testing a community-based approach that introduces financial literacy and insurance education through engaging learning methods, ultimately helping individuals make informed financial decisions and strengthening their long-term financial resilience.

The Intervention

To respond to these challenges, the Levela Pilot Test Project implemented a pilot initiative designed to test the effectiveness of the Levela financial education game and learning modules in community settings. The project introduced an interactive learning experience where participants were guided through sessions that simulated real-life financial decision-making scenarios related to savings, insurance, and financial risk management. Facilitators conducted pilot sessions with selected participants, allowing them to engage with the Levela platform while providing feedback on the usability, learning experience, and relevance of the educational content. These sessions also served as opportunities to introduce participants to key insurance concepts and financial planning strategies that can help protect households from financial shocks. Insights gathered from participants during the pilot sessions were documented and analyzed to improve the Levela platform and refine the educational approach for future large-scale implementation. Through this pilot, the project sought to validate an innovative tool that could make financial literacy education more engaging, accessible, and scalable for communities across the Philippines.