The life insurance sales application faces challenges with complex client profiles, forms, data management, confusing navigation, overwhelming information, and difficult data updates.
- Complex Client ProfilesClient profiles often contain extensive information, making it difficult for agents to quickly access critical details.
- Complex Forms and Data EntryUsers may feel apprehensive about sharing sensitive personal and financial information.
- Complex Client Information ManagementSales agents may find it difficult to manage extensive client data due to cluttered or non-intuitive interfaces.
- Confusing NavigationAgents may struggle to find specific client details or perform actions quickly, hindering productivity.
- Overwhelming InformationPresenting too much information at once can overwhelm users, making it difficult for them to understand the product details.
- Difficulty in Updating Client DataUpdating client information, such as policy changes or contact details, may require navigating through multiple screens, leading to inefficiencies.