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Project Name

Insurance E-Application system

ABOUT THIS PROJECT

Architecture Design
Mobile Application Development
System Integration
Usability Testing
User Research
Visual Design
Workshop

Project Details

OVERVIEW

The goal was to develop a user-centric sales platform that streamlines the sales process, ultimately enhancing productivity across the distribution channel and increasing operational efficiency in processing new business.

Challenge & Opportunity

The existing eApplication system required users to fill out numerous lengthy forms, each tied to complex logical operations. This complexity often frustrated users and resulted in a low usage rate. However, this challenge presented an opportunity to redesign the system to improve user experience and engagement.

Solution

The new system effectively shortened the sales cycle by digitizing the end-to-end selling process, empowering agents to complete deals during customer-facing opportunities. This transformation led to a significantly improved adoption rate, a substantial reduction in form-filling time, and a decreased failure rate, enhancing overall operational success.