Personalized Vehicle Protection Coverage Products Sales Platform.
This innovative platform leverages advanced technology to tailor insurance offerings to the preferences of individual customers, providing a highly personalized, efficient experience and helping credit unions increase sales revenue.
Current Workflow
Load Advisor will email the vehicle protection packages to the member once the auto loan has been approved.
Pain points:
1) Provided too many packages to the member
2) Loan advisors have to calculate loans and payments, it's not flexible and visualized.
Loan Advisor’s backend interface.
New Workflow
Market Research
The trend is selling car protection products and base loans separately. Users prefer calculating the total protection product amount but often give up.
Allstate
Statefarm
Brainstorm
UX Flow
Design
Identity verification
Member will receive the text message or email before the loan advisor is ready to call the member.
Text Message
Wireframe
Verification Page Version 1
Final Version
Website View
Version 2
Verification Page Version 2
Verification Page Version 3
Mobile View
Final Version
Personalized Vehicle Insurance Package Page
Wireframe
Version 1
Confirmation Page
Confirmation Dialog-Website Version
Member’s Email
BMW Dealership
The user is not interested in any products and clicks "No, I'm not interested in any additional protection products". The system will pop up a 2nd confirmation dialog and claims history data to encourage customers to return to the previous screen to select the protection product.
Website Version
Confirmation Dialog-Loading
Confirmation Page-2nd Time
Website Version
Geico
Mobile Version
Version 3
Website View
Mobile View
Mobile Version
Confirmation Dialog-Mobile Version
