Future generali X Accenture
UX Design, 2017
Sprint Agile (5 day)
Timeline: 6 weeks
Role: UX and UI Designer
Tools: Sketch
Future Generali established in India in 2007 with only a website as their digital presence. Therefore they required a mobile app. I was part of a team responsible for kickstarting the project and designing a short demo version to act as a starting base for the entire app.
About
The entire project was six weeks long. Each sprint focussed on a single-user flow, for example,
Sprint 1: Onboarding (login and sign up)
Sprint 2: Access to all insurance policies, etc.
My role was as a UX designer, and my main responsibilities lied in comprehending the scope of each sprint, working with the clients to create user flows and wireframes, and to deliver a prototype handoff at the end of the sprint. For this project I worked with an extensive UI brand guideline.
Sprint Agile Plan
Day
Scope meeting, data gathering with the client
01
Day
Create user flows and wireframes with the client
02
Day
Prototype high fidelity UI screens
03
Day
Share the prototype with the client, get feedback
04
Day
Update prototype, handoff to the client
05
Step
My role
Make sure to ask the right questions to the client and gather all relevant data
Note the feedback and make further changes in the prototype and finalise
Work with the client, with whiteboard and post its create user flows and
wireframes
Create screens in Sketch, and create prototypes in Invision
Coverage Page
While doing the research to start designing the app for the Indian market, we encountered an unconventional issue. Most of the insurances were sanctioned on paper with very little documentation and a non-existent digital trail.
For example, a car insurance mainly required only the car registration number. Considering that Generali handled multiple types of coverages with different documentation requirements, there was no common identification number for a user to tag all the insurances to.
As a temporary solution, we added a plus icon on the top right of the header, allowing the users to add their insurances to their digital accounts manually.
This page is an overview of all insurance policies purchased by the user. Tapping on a particular policy will take the user to a detailed policy page where further actions can take place.
During data gathering and interviews, we concluded that it was essential to add statuses to make it evident whether the insurance is still active or not.
Additionally, a secondary status is designed to mention the premium amount that the user needs to pay when the payment date is due or overdue.
Insurance Policy Detail Page
For a personalised experience, the user has the full flexibility to edit their insurance policy name.
Key actions are accessible to the user in a swipe-able carousel section, such as ‘initiating claim’, ‘renewing the policy’, ‘downloading policy details’, and ‘contacting support’.
The two primary CTAs here are for payment. A significant category of the audience is still nervous about online payments; hence we also gave the option to pay at the company branch by navigating them to the nearest one.
Adding Policy Manually
On clicking the plus sign on the ‘My coverage page’, the user will land here and follow a series of steps to add a policy manually.
Since this process is tedious for a user, we brainstormed on how to make the process potentially effortless, we soon discovered that official insurance policy papers had a QR code for internal use by the company, using the same QR code, we enabled a feature where the user could simply scan and add the policy straight away.
Initiating Claim for Car Insurance
Get Quote
As compared to all the user-flows, we paid the most attention to create a painless process to initiate insurance claims. For instance, for car insurance claims, we designed a feature for the user to simply tap on the parts of the car that is damaged and add corresponding pictures for it.
Also, we placed customer care contact close to the CTA, for the user to contact customer care during the process if required.
As compared to all the user-flows, we paid the most attention to create a painless process to initiate insurance claims. For instance, for car insurance claims, we designed a feature for the user to simply tap on the parts of the car that is damaged and add corresponding pictures for it.
Also, we placed customer care contact close to the CTA, for the user to contact customer care during the process if required.
As compared to all the user-flows, we paid the most attention to create a painless process to initiate insurance claims. For instance, for car insurance claims, we designed a feature for the user to simply tap on the parts of the car that is damaged and add corresponding pictures for it.
Also, we placed customer care contact close to the CTA, for the user to contact customer care during the process if required.
This feature helps the user to receive a rough estimate before purchasing insurance. This feature is made available for guest logins and non-customers of Generali.
