From Manual to Automated: an MVP for Increasing Insurance Reach and Adoption
Timeline: 3 days/24h | Role: Solo Product Designer
Solution
Automation of Insurance Enrollment Process and Audience Reach Expansion
Complete redesign of an insurance website in 24 hours, transforming a manual process into an automated and efficient digital journey. The new approach delivered:
-
MVP of a digital platform for insurance sales
-
Interface adapted to new branding
-
Optimized flow without initial login requirement
-
Clear visualization of available products for each user profile
Problem
Frustrated users with no product visibility and high labor costs due to manual data processing
Credz Proteção had no website for managing and selling their insurance products. As a workaround, they were operating with a Landing Page linked to a Windows Forms, which resulted in:
-
Lack of visibility for users regarding their eligibility for desired insurance
-
Response time of days for insurance enrollment approval or denial
-
High company expenses due to manual processing of interest forms
Usability Analysis and Benchmarking
Product Visibility is a Must
To help shape the new proposal, I conducted benchmarking and cross-referenced it with business needs. The competitive research showed key insights about the need for greater transparency regarding product availability and options for users before service subscription.
New User Flow
Insurance visibility was restricted to Credz cardholders through login
The previous user flow analysis revealed two key pain points:
-
Many potential customers were lost because they couldn't even know about the insurance products as they weren't Credz customers yet.
-
Credz customers couldn't view enrollment restrictions linked to their card type.
The new flow was designed to maximize business growth potential for the company:
-
Removed mandatory login requirement for website access and insurance viewing.
-
Logged-in customers can view available insurance products for their current card and receive recommendations for new cards if needed for their desired insurance enrollment.
Fluxo antigo
Proposta de Novo fluxo
Final Result
Delivered Solution
Conclusions and Lessons Learned
Limited time doesn't exclude value delivery
Despite having very limited time for proposing this MVP, I believe we delivered an excellent solution that added value to the business and left users very satisfied. This project made clearer to me:
​
-
How communication is essential with the team, especially when working with technical and time constraints
-
The importance of strategic prioritization and adapting my design process accordingly
-
Time constraints don't limit the possibility of implementing interesting extra improvements for the business.
Opportunities identified beyond the MVP:
-
There is a need for dialogue with the marketing team regarding color restrictions in interfaces, as those used in the MVP can greatly improve in terms of accessibility, especially considering the predominant age of the company's target audience.
