Digital Onboarding for Insurance
The client, one of the largest insurance groups in Europe, is shifting from a traditional paper-based communication system to a fully digital experience. The goal is to reduce costs and minimize paper waste by collecting customer data for electronic communications. Through this streamlined digital process, the client will enhance both operational efficiency and environmental sustainability.
For confidentiality purposes, the client will be referred to as "Insurance."
After conducting UX research on best practices for user onboarding, and aligning on key design KPIs, we developed a user flow that breaks down required inputs into three segments. This structure offers a clear breakdown of the overall process, prevents content overload, and avoids overwhelming the users. It also informs users in advance of any necessary documents, ensuring they are well-prepared. Each segment functions as a break point, allowing users to exit and easily resume later from where they left off.
We developed a comprehensive UI design system for both the developers and in-house design team, covering everything from visual styles to a diverse range of components. This system was created to ensure a seamless and cohesive user experience across multiple applications, unifying the design language and maintaining consistency in layouts and interactions.