Our solution?

Revamp the portal to simplify the user experience, make the insurance policy process quicker and increase the efficiency of the agents.

  • User research
  • Design audit
  • Heuristic Evaluation
  • UX & UI design

The value delivered

  • The new interface reduced the insurance agents time to add and renew the insurance polices by 26%.
  • Number of clicks were reduced to 5 clicks from 13 clicks while searching for information.
  • Registrations through agents increased by 42% in 3 months.
  • Upselling became easier since all other services were showcased upfront..
  • Legacy tabular design was removed with modern stepwise process.
  • Customer information was organized using column-wise design to view more information in a single page.

Design and collaboration

  • Figma
  • Illustrator
  • Photoshop
  • InVision
  • Xmind
  • Get Things Done
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