Empowering users in their insurance purchase

Website interface redesign for a global insurance brand to increase user satisfaction

CLIENT & DURATION

Tokio Marine Holdings

Sep 2019 – Sep 2020

ROLE

Senior UX Designer

Valtech

UX Design, Interface Design, Web Responsive

CONTEXT

Tokio Marine Holdings (TMA), a global insurer, needed a website overhaul to address outdated content and user dissatisfaction impacting digital sales. This project aims to build an engaging, user-friendly platform for seamless product exploration, scalable across Southeast Asia.

IMPACT

Successful regional launch in Singapore, Malaysia, Thailand, and Indonesia. Enhanced user engagement, increasing average screen time and pages per visit by 63%. Improved user retention, reducing site bounce rate by 19.5%.

The Problem

The Problem

The Problem

Tokio Marine's 6-year-old website has been causing user confusion. With the move towards digital sales,

swift action was needed to prevent customer loss to competitors.

Tokio Marine's 6-year-old website has been causing user confusion. With the move towards digital sales,

swift action was needed to prevent customer loss to competitors.

Tokio Marine's 6-year-old website has been causing user confusion. With the move towards digital sales,

swift action was needed to prevent customer loss to competitors.

Digital sales performance was steadily declining

Loss of competitive edge against rivals

To address user pain points and rejuvenate brand, a revamp was necessary

Process

Process

Process

Empathize

Empathize

Empathize

Uncover pain points via research insights and analytics

Define

Define

Define

Extract opportunities to meet user needs and business objectives

Ideate

Ideate

Ideate

Solution for design problems and create basic wireframes for assessment

Prototype

Prototype

Prototype

Create hi-fidelity prototypes with proposed content structure and information architecture

Test

Test

Test

Remote user-testing with users and stakeholders. to understand break points. Reiterate and retest.

Remote user-testing with users and stakeholders to understand break points. Reiterate and retest.

UX Audit

UX Audit

UX Audit

I performed a site audit to understand the context behind declining digital sales,

by reviewing the website's SEO, content, user experience and Google Analytics data. I was able to identify the key insights into these key categories:

Confusing navigation

The primary navigation was difficult to interact with and hard to understand.


  • The site uses a vertical, collapsible navigation, which was unfamiliar and difficult to use.

  • Clickable regions were hard to access due to small size and poor interaction.

Unintuitive layout

Poorly structured content and duplicated information caused user fatigue and disengagement


  • Key information is buried within lengthy content, making it hard for customers to find.

  • Duplicate content, with over 300 pages just on the Singapore site.

Corporate jargon

Corporate jargon made it difficult to find and differentiate between products


  • Labels like “Protect”, “Save”, and “Wealth” are inconsistent with customers’ mental models and make it difficult to identify desired products.

Target group

Using data from Google Analytics, I identified the most common reasons why customers visit the website for, which is also supported with their internal research findings.

  1. To purchase insurance

  2. To explore and learn about available insurance products

  3. To access information and support for existing insurance policies

How might we effectively engage users and provide reassurance before and after insurance purchase?

How might we effectively engage users and provide reassurance before and after insurance purchase?

How might we effectively engage users and provide reassurance before and after insurance purchase?

Conceptualization

Conceptualization

Conceptualization

I mapped out user journeys of frequently done tasks after analyzing research results to determine customer pain points and opportunity statements. From there, I came up with ideas.

Reframing insights

👀 The insight

Users face trouble finding information they desire because of confusing navigation


💡 The opportunity

How might we encourage potential customers to browse for longer periods?


🙋🏻‍♀️ Possible solution

  • Improve content search

  • Simplify navigation

  • Enhance product discoverability

👀 The insight

Users face difficulty identifying and differentiating products


💡 The opportunity

How might we help customers understand the different plans offered to make informed decisions?


🙋🏻‍♀️ Possible solution

  • Create personalisation tools

  • Structure pages into digestible content

  • Break down corporate jargon

👀 The insight

Users use the website to access resources or get assistance


💡 The opportunity

How might we best help tellers adapt into their job?


🙋🏻‍♀️ Possible solution

  • Design intuitive processes

  • Facilitate ongoing training

  • Provide avenue to seek help

👀 The insight

👀 The insight

💡 The opportunity

💡 The opportunity

🙋🏻‍♀️ Possible solution

Users face trouble finding information they desire because of confusing navigation

Users face trouble finding information they desire because of confusing navigation

1

1

How might we encourage potential customers to browse for longer periods?

  • Improve content search

  • Simplify navigation

  • Enhance product discoverability

Users face difficulty identifying and differentiating products

Users face difficulty identifying and differentiating products

2

2

How might we help customers understand the different plans offered to make informed decisions?

  • Create personalisation tools

  • Structure pages into digestible content

  • Break down corporate jargon

Users use the website to access resources or get assistance

Users use the website to access resources or get assistance

3

3

How might we provide support to customers during stressful post-purchase tasks to give them peace of mind?

  • Provide quick access to seek help

  • Simplify workflows

  • Offer guidance and information

The goals of the website redesign was distilled down to:

  1. To Educate and Engage - customers who may make a purchase in the future

  2. To Convert - potential customers who are looking to make a purchase

  3. To Service - existing customers who have already made a purchase

Usability testing

Usability testing

Usability testing

I conducted remote user testing with participants from the 6 Southeast Asian countries where the website was to be launched, in order to confirm customer mental models and gather feedback.

Fig: User testing documentation and analysis

The redesign was well-received, and the results highlighted important considerations:

Mismatched
expectations

"Help & Support" is seen as customer service, not a resource for finding affiliated clinics or workshops.


  • This challenges the assumption that a single entry point for customer support would improve access to commonly used information.

Product names are
unimportant

Customers struggle to remember product names


  • Upon purchase, customers remember the type of policy, but not their policy names.

  • They would often need to refer back to their physical documents.

Reassurance Through
Accessible Information

Customers feel reassured when they can readily obtain information during stressful moments.


  • Easy access to information for urgent tasks, like finding car workshops or filing claims.

The Final Solution

The Final Solution

The Final Solution

A completely redesigned insurance website with a new information architecture, structure, look, and content strategy.

Simplified navigation for discoverability

Simplified navigation for discoverability

Simplified navigation for discoverability

Updated navigation system offers users expanded interaction space with page links and convenient access to essential hotlines and entry points across the site.

Updated navigation system offers users expanded interaction space with page links and convenient access to essential hotlines and entry points across the site.

Updated navigation system offers users expanded interaction space with page links and convenient access to essential hotlines and entry points across the site.

Fig: Before (top) and after (bottom) navigation placed side by side for comparison

Personalised tools to make informed decisions

Personalised tools to make informed decisions

Personalised tools to make informed decisions

Product comparison tools allows users to better assess differences among products offered, alongside content tailoring tools like goal-setting calculators to better understand what might be suitable for them.

Personalised tools to make informed decisions

Personalised tools to make informed decisions

Fig: Customers can select products to compare their attributes

Fig: Education calculator to to find out more about what they need

Strategic content restructuring

Strategic content restructuring

Strategic content restructuring

Content is organised in a meaningful sequence, such as presenting vital policy details before delving into specifics.

Usage of easily understandable sections with user-centric headings help resonate with users.

Strategic content restructuring

Strategic content restructuring

Fig: Critical product information such as the plan term and age eligibility are brought upfront on first fold of product page

Fig: Short, user-focused headings are used to help customers resonate with the content and make informed decisions

Quick access to desired information

Quick access to desired information

Quick access to desired information

Different product categories on the landing page are displayed on the landing page, along with quick links to commonly accessed pages. Additionally, an FAQ section was introduced to for customers to easily get answers for top asked questions.

Different product categories on the landing page are displayed on the landing page, along with quick links to commonly accessed pages. Additionally, an FAQ section was introduced to for customers to easily get answers for top asked questions.

Different product categories on the landing page are displayed on the landing page, along with quick links to commonly accessed pages. Additionally, an FAQ section was introduced to for customers to easily get answers for top asked questions.

Fig: Before (left) and after (right) landing page placed side by side for comparison

Transparency in claim process

Transparency in claim process

Transparency in claim process

Clear instructions and guidelines are offered to assist users in comprehending the claims process and taking appropriate action, establishing expectations.

Clear instructions and guidelines are offered to assist users in comprehending the claims process and taking appropriate action, establishing expectations.

Clear instructions and guidelines are offered to assist users in comprehending the claims process and taking appropriate action, establishing expectations.

Transparency in claim process

Transparency in claim process

Fig: Motor Claims Process page outlining next steps, required documents and information, timelines, and potential outcomes

Project Status & Impact

Project Status & Impact

Project Status & Impact

  • Launched in October 2021 .

  • Enhanced user engagement, increasing average screen time and pages per visit by 63%.

  • Improved user retention and engagement, reducing site bounce rate by 19.5%.

Project Learnings

Project Learnings

Project Learnings

Align early and align often

Working on the redesigns for this regional project posed challenges due to diverse marketing strategies and country-specific needs among stakeholders. The key is to align everyone to user needs and pain points and have regular check-ins.


Introducing a scalable template for different countries also facilitated efficient discussions, aiding the prioritisation of what could be content managed and what was to be held consistent.