For this project, I was part of a team at Say Yeah that was consulting on creating more intuitive ways for consumers to get comparison quotes on automotive and home insurance products for Kanetix (Now RATESDOTCA).
We helped the team define their new UI and design system for a forthcoming rebrand to Rates.ca, and better align the product with their goals for their internal insurance brokerage.
Kanetix Ltd: client of Say Yeah!
Getting a new insurance plan can be a confusing process for consumers.
How might we encourage users to follow through on getting a quote and purchasing a plan?
Although this application would be used across web and mobile, we prioritized mobile based on analytics data. Each screen was designed deliberately for mobile and desktop, with changes to aspects like the progress indicators to best adapt to each breakpoint.
Throughout the process of applying for a quote, the user can see the car progress down the path of the quote application.
This UI element functions to keep them informed of their progress and what's required at each stage.
Throughout the app, there are defaults for the most common selections to help users get through the forms more quickly. With this new design, we surfaced these to the user, and explained what a default is, rather than hiding the reasoning for selecting these defaults.
To avoid a complex and hard to parse help section, we included tips and hints in-line in the form flow, to guide users in deciding what selections to make for their quote. This way, we could also minimize how much they were being pulled out of their workflow to look for information.
In July 2020, the app successfully launched with the new RATESDOTCA brand, and the transition from the old Kanetix interfaces was complete.