KAUS Insurance
KAUS Insurance has established themselves as a trustworthy brand for over 30 years. After years of selling their policies through regional agents, they are ready to sell directly to customers via a fresh new website.
About the Project
KAUS wanted to create a platform that allowed users to browse and purchase insurance all in one place. In addition to a responsive website, KAUS wanted to create a modern and fresh logo that would encompass their responsible and loyal values.
My Role
This was a capstone project completed through Designlab's UX Academy in June of 2018. I acted as the Project Manager, User Researcher, Graphic Designer, UX Designer and UI Designer.
Project Challenge
How can I develop a responsive website that can be considered unique in an already competitive industry?
My Design Process
Key Focus
Research & Ideation
Step 1: Research
Competitive Market Analysis
I started my research by uncovering existing information about the insurance industry. In parallel, I conducted competitive analysis to study the strengths and weaknesses of KAUS' competitors.
User Interviews
With a better understanding of the insurance industry, I wanted to hear from the customers themselves. I conducted user interviews with people from all walks of life - from the college graduate to the retired grandfather. After listening to each of their stories, I was able to identify overlapping themes that would help me in the next step of my design process.
STEP 2: Define
Persona Breakdown
Using my research and interview notes, I developed user personas. This allowed me to give names and faces to the different types of people that would use KAUS' website. As I developed each persona, I considered what each person would say, do, think or feel. After taking note of these behaviors, I completed my persona breakdown by making empathy maps for each.
Both of these exercises helped me better define who KAUS' customers were and the challenges they faced.
Project Goals
With a better understanding of the user, I was able to define goals for the project that were specific to the business, its customers and its technology needs.
Feature Roadmap
With a better overall picture of the project’s goals, I built a list of features that would help address them. High priority features for Phase 1 included:
Login
New Account Signup
Quote Questionnaire
Bundling Option
Shopping Cart
Payment
Find an Agent
My Account Dashboard
Card Sorting
Given KAUS extensive selection of insurance products, I conducted a card sort exercise with a group of participants fitting the personas I had identified. Providing them with a list of 30 insurance terms, I instructed each individual to sort these cards into categories of their choosing (i.e. open card sort).
From this, I gained insight into the level of knowledge participants had on different types of insurance and how to best sort KAUS products to make them easy to browse and find.
STEP 3: Ideate
With my goals, features and categories defined, I was ready to start thinking about how I wanted users to interact with the site. To do this, I created user flows and wireframes to visualize the different paths users could take throughout the site.
User Flow
Wireframes
Desktop Design
Mobile Design
STEP 4: Visual Design
Brand Logo Creation
KAUS wanted a new, modern and fresh logo that would encompass all of their core company values. Words they used to describe themselves included:
Reliable
Trustworthy
Coverage
Loyalty
Safety
Design Pattern
I experimented with different color schemes and typefaces to reflect the same values and beliefs that were incorporated into KAUS’ logo.
STEP 5: Prototype
Using my wireframes for guidance, I incorporated color and site content to create high-fidelity prototypes. During this phase, I considered sizing and content hierarchy to create a responsive design that could be viewed on multiple devices.
Desktop Prototype
Mobile Prototype
Phase 5: Test
All testing was conducted in-person using the prototyping tool, InVision. Following a detailed usability testing plan, I asked each participant to purchase the following insurance plan:
Auto Insurance for a 2018 BMW X3
Property Insurance for a House
Health Insurance (Silver Option)
Users were also instructed to bundle Auto and Property insurance, and quote health insurance separately.
Feel free to test it out for yourself here.
Reflection & Next Steps
This case study was my first project in the Designlab UX Academy curriculum. Over the course of 6 weeks, I was challenged with resource constraints, participation identification and tight deadlines. I learned how to manage my time and work iteratively while still producing high-quality deliverables.
My next steps for this project would be to incorporate the feedback obtained from usability testing. Afterwards, I would conduct another round of usability testing to confirm that all of the feedback was correctly addressed.
When the prototype is approved, I would roll out the next set of wireframes for the next phase of site features (i.e. Insurance 101, Agent Chat box, etc.).