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Case study: CBA Insurance Advisor Platform 

The problem: 

Insurance advisors want both a quick way to calculate insurance premiums for customers as well as details scenarios that allow customers to  

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The ask from business:

Design solutions that help advisors calculate insurance premiums for personal and business customers of CBA insurance. 

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Full case study: 

I have provided the details of the project in an interactive online case study ideation.

The case study details the end to end design process: initiation, co-design workshop, ask analysis, user scenarios, valuation,  hi-fidelity design prototype through to delivery of design assets to the development team 

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. 

Task analysis.jpg
User testing.jpg
Scenarios.jpg
Co-design workshops.jpg
Empathy workshops.jpg

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. 

simple_quote__animate_.png

Calculator for insurance advisors 

Enter in details of the policy holder 

Policy ownership >
offer_summary_terms.png
applicationdashboardtablet.png

Advisor of current applications 

Other pages in prototype 

Advisor portal 

Calculate self managed super offer page 

Add in other personal details

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