YF Life Insurance
Introduction - YF Life's SIS and SMART are the internal quoting and signing application system for the insurance agents to understand the client's insurance requirements, financial situation, risk tolerance, and complete the application process.
User & Stakeholder Interview
How Might We Workshop
Ideation Workshop
Revamp design / UI
Ipad
6 months - Team
2023
1.0_SIS Project Overview ✨
Discover
- Problem identification
- Understand existing platform
- Benchmarking & Expert review
- User & Stakeholder interview
Define
- Analysing interview data
- Generate persona & HMW
questions for HMW Workshop
- Conduct Ideation Workshop
- Prioritize ideas
Develop
- Explore design ideas
- Create design language system
- Provide revamp design base
from research & workshop
Deliver
- Compare enhance version
- Prototype demonstration
Discover
Problem Identification: Among the user feedback, clients outlined a list of pain points for SIS need to be addressed:
Traditional layout design.
Some pages are not convenient to use, for example: user cannot change medical plan directly.
Many input fields in one screen.
Cannot search saved proposal by client name.
SIS and SMART are not well integrated together.
First, we have analysed the current SIS system and its two major key competitors, which are AIA and Manulife. Also, we identified and summarised the 4 key journeys in YF Life SIS system, thus to compare the features and design components.
We focus on analysis the SIS system and evaluated the user interface and user experience across key design dimensions from AIA and Manulife. The analysis follow the three indicators to show how important the element need to be added, which are ''Suggest to add'', ''Consider to add'' and ''Nice to have''.
We have interviewed total 8 stakeholders and users in YFLife to gather their needs and wants about the current SIS's dissatisfaction, future needs, expectations and preferences. Based on the findings from interview, we have defined 3 types of persona.
Define
Develop
Deliver
Provide Design & Prototype: After creating a new design language system for YFLife's SIS System, we based on the existing design and research result to provide the redesigned interface. Additionally, we have developed a prototype to effectively demonstrate the proposed design.
