case study

Streamlined Assurance : a Seamless Financial Experience

User Research I Branding I Neuroscience-testing

Insurance dashboard interface for a user named Daniel, showing policy details, 401k info, alerts, and broker contact, with navigation for payments, claims, and tools.

My Policy

Payments

Claims

Taxes

Tools

Help

Welcome back, Daniel

Last log in: June 2, 2020

One of your policies needs attention

×

Long-term care policy

Value:

$1,000,000

Premium:

$300

Policy Status:

Active

End Date:

6/2034

File a claim

Make a payment

401k plan

Balance

$530,000

Rate of return:

5.5%

Pre-tax contribution:

15%

Company match:

Full match

File a claim

Make a payment

Here are some resources to help you manage your policies

Set up auto pay

Review your beneficiaries

Prepare for tax season

Your broker

John Smith

617-555-5555

Seamless Solutions for Complex Needs

Challenge

In the competitive insurance market, a leading provider recognized the need to elevate the customer experience by streamlining policy management. Clients were frustrated by navigating multiple policies in various platforms, leading to a disconnected user experience. This fragmentation reduced customer satisfaction and limited the efficiency of policy management, creating barriers to customer retention and loyalty. Addressing this issue was critical in maintaining a competitive edge, enhancing user engagement, and ensuring customer loyalty.

Vitality

Vitality

Point Status:

Gold

Vitality Points:

8,700

Points to Platinum:

1,300

Vitality bucks:

8,900

Update profile

Redeem vitality bucks

Helping you get more out f life

Add a product

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Vitality offer

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Calculate payments

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Talk to an advisor

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From Stressed to Streamlined: Insurance Made Simple

Solution

  • Comprehensive Policy Integration: By aggregating Life Insurance, 401(k) plans, and Long-term Care policies, we provided users with a holistic view of their financial and insurance portfolios. This integration allows for a more intuitive and connected experience, enabling customers to manage and review all their essential policies effortlessly.
  • Cross-Sell and Upsell Opportunities:
We introduced a dedicated section for tailored offers, providing direct access to insurance advisors and facilitating the addition of new insurance products. This feature not only increased user engagement but also created new avenues for revenue generation.
  • Thought Leadership and Engagement:
To enhance customer loyalty, we incorporated engaging articles, practical tools, and interactive quizzes centered around financial and emotional wellbeing. These elements are designed to educate users and promote frequent interaction with the dashboard, ultimately boosting customer retention and satisfaction.
Insurance dashboard interface showing a section titled “Ideas + Insights” with four article cards designed to educate policyholders on financial wellness topics.

Transforming Insurance with Every Click

Outcomes

The revamped dashboard transformed the insurance management experience, as articulated by users:

”Seeing everything in one place makes me less stressed about logging in. And having a good handle on my policies makes it easier to manage them. Tips and offers are a bonus.”

The project not only met improved the customer experience but established a foundation for continuous engagement and growth, setting a new standard in personalized insurance services.

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