Developing an intuitive UI and designing essential assets for Aplo, simplifying the insurance process for agents, consumers, and companies.
Aplo
Overview
Insurance technology company designed to simplify and improve the insurance process for agents, consumers, and companies through innovative technology solutions.
Role
UX Designer and Developer
Project
Insurance Brokers App and Marketing Website
Tools
Sketch, InVision, Jira, React
User Problems
Insurance agents and consumers need help with efficient processes, a lack of user-friendly tools, and difficulty accessing accurate information quickly. These issues often result in a cumbersome experience, leading to errors and frustration.
Business Problems
The insurance industry is often hampered by complex processes, inefficiencies, and outdated systems, which leads to high operational costs and poor user experiences for agents and consumers.
User Research
We conducted interviews and surveys with insurance agents and consumers to understand their pain points.
Agents spend too much time on administrative tasks.
Consumers need help understanding and comparing insurance policies.
Both groups need more intuitive and accessible digital tools.
"I need a way to compare policies."
"Automating admin eats up my day."
"An integrated CRM tailored to insurance would save time and reduce errors."
Ideation
We brainstormed various feature concepts to address the identified issues. After evaluating these ideas through a value/effort matrix, we prioritized the following features:
Federal Subsidy Estimates
Insurance CRM
Quoting Engine
Comprehensive Policy Database with Enrollment Solutions
Validation
We conducted a series of usability tests to validate these findings with prototypes of the new applications. Feedback indicated a strong need for streamlined processes and more precise information presentation.
Features
These features were selected based on extensive user research and feedback, ensuring they address the most critical pain points. They include essential tools like real-time subsidy estimates, a tailored CRM, a quoting engine, and an intuitive policy database with streamlined enrollment solutions.
Federal Subsidy Estimates
Provides users with real-time estimates of federal subsidies, helping them make informed decisions about their insurance options.
Tradeoffs
Initially, we planned to offer all features as part of a single package. However, based on user feedback, we decided to roll out the features in phases to ensure better adoption and feedback incorporation.
Impression
Enhanced platform efficiency and scalability.
Improved business margins and reduced risk for brands.
Over 50,000 new users within the first six months.
Positive feedback from agents and consumers regarding the ease of use and improved processes.
Final Thoughts
This project highlighted the importance of user-centered design and iterative development. By focusing on the needs of insurance agents and consumers, we created a solution that significantly improved their experience and efficiency. The project's success reinforced the value of integrating advanced UI/UX design and development to create impactful technology solutions.
Quoting Engine
Allows users to quickly generate and compare insurance quotes, making it easier to find the best policies.
Insurance CRM
A customer relationship management system tailored specifically for insurance agents, enabling better organization and management of client information.
Policy Database with Enrollment Solutions
Offers a centralized database of insurance policies with innovative enrollment solutions to streamline the application process.
