LINH MCDERMOTT
Insurance Premium Calculation Platform for CBA insurance advisors
Problem Statement
Insurance advisors at CBA need a streamlined and efficient way to calculate insurance premiums for their customers. They require a solution that not only allows for quick calculations but also supports detailed scenarios to cater to both personal and business insurance needs.
The Ask from the Business
Design robust solutions that empower advisors to accurately and swiftly calculate insurance premiums for both personal and business customers of CBA insurance.
Full Case Study:
The complete details of this project are documented in an interactive online case study, showcasing the entire design process. This case study covers:
Initiation:
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Understanding the project goals, objectives, and requirements from key stakeholders.
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Conducting initial research to identify the pain points and needs of insurance advisors.
Co-Design Workshop:
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Facilitating collaborative sessions with advisors, stakeholders, and users to gather insights and generate ideas.
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Co-creating preliminary designs and validating concepts through user feedback.
TaskAnalysis:
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Analyzing the business requirements and user needs to define clear design objectives.
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Mapping out user journeys and identifying key touchpoints for insurance premium calculations.
An interactive prototype demonstrating the design solution for the advisor platform. Prototypes are used as a tool to help the team understand the interaction cues, and behaviours and to validate the design in user testing.
This interactive online case study details the complete end-to-end design process undertaken for the project
User Scenarios:
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Developing detailed user scenarios to explore various use cases and edge cases.
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Ensuring the solution accommodates different customer profiles and insurance types.
Site map:
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Creating mid-fidelity wireframes to visualize the proposed solutions.
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Incorporating recommendations and annotations to guide design refinement and development.
Hi-Fidelity Design Prototype:
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Developing high-fidelity prototypes that reflect the final design.
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Conducting usability testing to gather feedback and make necessary adjustments.
Delivery of Design Assets:
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Preparing and delivering detailed design assets to the development team.
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Providing comprehensive documentation and support to ensure successful implementation.
Conclusion
This case study exemplifies a user-centered approach to designing a solution that meets the needs of CBA insurance advisors. By following a structured design process from initiation to delivery, we ensured that the final product is both effective and efficient, ultimately enhancing the advisors' ability to serve their customers better. The interactive online case study serves as a testament to the thorough and collaborative effort invested in this project, highlighting the importance of understanding user needs and translating them into practical, high-quality design solutions.
Final designs
An interactive prototype demonstrating the design solution for the advisor platform. Prototypes are used as a tool to help the team understand the interaction cues and behaviours and to validate the design in user testing.
Calculator for insurance advisors
Enter in details of the policy holder
Advisor of current applications
Conclusion
This case study exemplifies a user-centered approach to designing a solution that meets the needs of CBA insurance advisors. By following a structured design process from initiation to delivery, we ensured that the final product is both effective and efficient, ultimately enhancing the advisors' ability to serve their customers better. The interactive online case study serves as a testament to the thorough and collaborative effort invested in this project, highlighting the importance of understanding user needs and translating them into practical, high-quality design solutions.