Simplify the complex logic behind the insurance product and create user flows that reduce the drop-off rate
By working closely with some of the Product Owners inside Ergo, we were able to streamline the processes and alter them in a way that doesn’t require the clients to be in direct contact with the Insurer in order to purchase an insurance policy.
Design pricing options that are easy to understand and blend seamlessly into the calculator
The perfect use case scenario for this product is : the user enters all the data, the user gets presented with all insurance options and the users selects an insurance option and purchases it right away. Using remote user testing I was able to validate the first design drafts of the product and improve the design pricing options using feedback from insurance agents.
The initial design process started with competitive research and wireframing on paper. Since we were trying to strip down any excessive questions from the original paper-form insurance questionnaire, several iterations were needed to clarify the exact questions and their sequence within the new online calculator.
I was working alongside the development team from scratch to insure that any design suggestions were viable and can be programmed.
After the first version of the screens was ready I designed the test scenarios and prepared the click prototype in InVision. Then, I conducted a remote user testing using Maze.
The results showed multiple improvement areas that were addressed in the subsequent design iterations.
After the final designs were approved by the Business Product Owner, I prepared a thorough documentation that was used to help guide the development team through the logic behind the product.
Hence the complexity was still rather high, I used a very detailed User Flow explaining the interdependencies of all steps of the calculation process.
The first version of the Credit limit calculator was launched end of 2019/ beginning of 2020. See live website.