THE PROBLEM
COMPANY INSIGHTS
By affinity mapping our findings, we were able to get a clear picture of their competitive edge, target audiences, and marketing strategy.
USER RESEARCH
Most respondents share that they struggle to understand policy details because the process lacks transparency. While price remains a primary concern, brand reputation and trust emerged as equally important factors in final decision-making.
IDEATION
Designed for users aged 20–35, this solution addresses the primary pain points of our target demographic: the need for quick, adaptive guidance in a new environment. With this direction, we created the information architecture.
LOW FIDELITY
Finalizing page layouts
We created low-fidelity prototypes to help us refine the quiz length and determine how much advisor information to show upfront versus behind profile clicks. Early testing revealed that presenting three matched advisors with brief summaries worked better than five lengthy profiles.
FINAL DESIGN
Video Demo
The tool starts with an assessment of the customer's lifestyle, goals, and preferences. It then matches them with three suitable advisors along with recommended insurance bundles.
