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Manulife Insurance Sales Application

01 . The Challenge

To address UX issues in a life insurance sales application, focus on simplifying complexity, improving communication, and building user trust.

Key issues include:

  1. Complex Forms and Data Entry
    Users may feel apprehensive about sharing sensitive personal and financial information.
  2. Confusing Policy Options
    Insurance policies are often complicated, and users may struggle to understand the differences between options.
  3. Difficult Navigation
    Users might find it challenging to find information about specific products or navigate through the application process.
  4. Unclear Next Steps
    After submitting forms or choosing a policy, users may not know what happens next (e.g., when they will be contacted or how long the approval process takes).
  5. Lack of Clear Benefits
    Users may not immediately see the benefits of different life insurance policies, leading to decision paralysis.

02 . The Solution

Address UX issues in a life insurance sales app by simplifying complex forms, clarifying policy options, highlighting benefits, ensuring easy navigation, building trust, optimizing performance, providing clear next steps, and ensuring mobile responsiveness for an improved user experience.