Desjardins Financial Security
Creation of an online needs definition and quoting path for life and health insurance
Client
Desjardins Financial Security
Services
research
design
Published on
In order to make the client autonomous in defining their personal insurance needs, Desjardins wanted to set up a flexible path according to the needs of the potential client in order to guide them adequately in the choice of their insurance.
As part of my intervention, we briefly reworked the path to define the needs for life and critical illness insurance while adding a real quote as well as allowing the easy modulation of the amount of insurance and the type of insurance (permanent, term, life, critical illness). The prototype as well as production versions of the website were tested to improve the design.
Contributors and Roles
- Louis-Philippe Bellerose - User experience & user interface designer
Tools Used
- Figma
- Lookback
- Axure RP
- Skype for Business
- MS Office
- MS Sharepoint
- Zepplin