Provide prospective customers with policy quotes and enable them to easily sign up for a new policy.
Company
Industry
Insurance
App Type
B2B2C Consumer Application
Date
Fall 2021
Role
Lead Designer
Activities
Our Target Buyers are the Policy Organizations in Insurance Carriers. These organizations are faced with the following challenges for meeting their business objectives.
Mobile First
Our customer's customers expect a world-class, mobile-first, digital sign-up experience.
Price Shopping
Getting and price shopping has become an industy norm and part of the consumer shopping experience.
Limited Attention Span
Policy Organizations have a limited amount of time to get as much information across as needed.
As this is a B2B2C consumer application, the buyers are not what we considered users of the product. In reality, there is one main "end user".
When speaking with our customers and prospects to understand their end users pain points, the following themes emerged.
Understanding Insurance Language
Although there are millions of policy holders, many find the language of the insurance industry hard to understand.
Seeing what is or isn't covered
Users want to know exactly what is being left on the table if they decide to go with a cheaper policy alternative.
Too many or too little choices
Users want to be able to customize their options, but don’t want to have too many choices that it is overwhelming.
I used form design best practices and incorporated as much personalization as possible to bring delight to the form experience.
We had access to Google Maps API to be able to do some simple address lookups that help save time and energy for the users.
The policy can be customized but only in 2 simple ways; either by adding onto the policy with an up-sell opportunity, and by customizing the reimbursement amount to a preset number.
Although the underlying structure and user experience remains practically unchanged, we provide customizable UI elements so our customers can ensure their end users have branded experience.
