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Prudential Insurance Sales Application

01 . The Challenge

The life insurance sales application faces challenges with complex client profiles, forms, data management, confusing navigation, overwhelming information, and difficult data updates.

  1. Complex Client Profiles
    Client profiles often contain extensive information, making it difficult for agents to quickly access critical details.
  2. Complex Forms and Data Entry
    Users may feel apprehensive about sharing sensitive personal and financial information.
  3. Complex Client Information Management
    Sales agents may find it difficult to manage extensive client data due to cluttered or non-intuitive interfaces.
  4. Confusing Navigation
    Agents may struggle to find specific client details or perform actions quickly, hindering productivity.
  5. Overwhelming Information
    Presenting too much information at once can overwhelm users, making it difficult for them to understand the product details.
  6. Difficulty in Updating Client Data
    Updating client information, such as policy changes or contact details, may require navigating through multiple screens, leading to inefficiencies.

02 . The Solution

Simplify client profiles with intuitive layouts, streamline forms with multi-step processes, and implement clear navigation. Use collapsible sections to manage information overload and enable easy inline editing for quick client data updates. This improves user experience and efficiency.