Project Brief

The property insurance member center offers services such as policy modification and claims application. However, it currently faces several issues with poor user experience. After evaluating the importance, I focused this redesign on the homepage and optimizing the navigation experience, proposing innovative solutions that can enhance corporate benefits while addressing user pain points.

Design Process

This is a short-term project, during which I rapidly iterated multiple solutions through continuous communication with stakeholders and exchanges with senior designers.

Phase 1

Methods: Google Analytics, User Experience Evaluation, Stakeholder Report Review, User interviews

By analyzing previous data, I identified several existing issues with the current member center and prioritized the items for this redesign.

Empathize

Problems

Some existing issues with the Cathay Century Insurance Member Center:

  • ⛔️ Poor system stabilityFrequent access to the member center leads to page errors, such as to login again or 404 page.
  • ⛔️ Weakly informative of member center homepageThe information is not customized for users, instead, most of the information is not even relevant to insurance.
  • ⛔️ Confusing UIThe design lacks consistency, and there are two sets of UIs in the member center.
  • ⛔️ Poor navigation experienceThe categorization in the Navbar makes it difficult to find functions, and pages keep redirecting to the insurance homepage.
  • ⛔️ Membership upgrade hassleDetailed information can only be viewed after upgrading, but obtaining policy/claim numbers is not easy.
  • ⛔️ Poor post-sale assistance experienceIt is difficult to contact customer service, and their grasp of the current situation is not as good as that of salespeople.

Prioritization

With the only one month left, I evaluated the problems and decided to focus on adjusting the information architecture.

Redesign Goal
“Crafting an navigation experience in our member center that is
intuitive, streamlined, and user-oriented.”

Phase 2

Methods:  Competitive analysis

I reviewed 21 member centers, including 6 property insurance companies, and 15 other competitors, to gain insights for creating the most convenient and intuitive one.

Research

Research 1: The Relationsip

What are the relationship between the official website(OW) and the Member Center(OC)?

* Independent means two separate websites.

Aha Moment
“What if we integrate the member center into the original official website?”
Not only can this improve the poor directional experience, but also
enhance the service coherence of pre-sales and post-sales.

Research 2: The Homepage

If integrated, what content should be featured on the homepage of the Member Center?

Research 3: The Navigation

If integrated, how would the Member Center's navigation not conflict with the one in official website, especially on mobile devices?

Phase 3

Methods: Brainstorming, Heuristic Evaluation, Wireframing, Usability Testing

Upon identifying a solution direction, I analyzed the product's market and user base, discussed with the design team, and proposed an optimal redesign plan.

Ideation

Design Strategy
What kind of homepage + navigation for the Member Center would be most suitable for Cathay Century Insurance after integration?

Design & Brainstorming

According to the above research results, I proposed two integrated redesign ideas based on three points:

Redesign Idea 1
Navbar for Member Center: Yes, on the side
Navigation: More hierarchical, with the navbar.
Homepage type: Dashboard

Redesgin Idea 2
Navbar for Member Center: No.
Navigation: More linear, with breadcrumb navigation
Homepage type: List all functions

Never fight alone!
After coming up with some ideas, I hosted two discussion sessions and invited the company's design team to gather feedback and generate new insights from them.

Evaluation

1. Navbar considerations: What factors determine the necessity of a navbar?

Thinking process

Conclusion
Although our product has a high number of mobile users, the limited number of services and the relatively simple website structure mean that a navbar is not really needed to enhance usability.

2. Homepage information restructuring: How to combine the advantages of two redesign ideas—customizing content to enhance usability while compensating for the absence of a navbar?

Thinking process

  • Display all services but provide more details only for the key one in the homepage. For example, the homepage show an overview of the current insurance, while other services are simply presented as buttons.
  • Move some services that users typically access on level 2 pages up to the homepage to simplify the overall structure of the member center. For example, users can click to "renew insurance" or "file a claim" for a specific insurance policy right from the homepage, without having to first navigate to the insurance or claims pages to find these functions.
  • Sitemap adjustment:

Conclusion
As seen from the site map, by designing the homepage to be more customized and moving functions that originally required accessing level 2 pages up to the homepage based on user habits, I significantly simplified the structure of the website information and made the user flow more straightforward.

Redesign Overview

Problems needed to be addressed
Adjusting information architecture, including navigation experience improvement and member center homepage enhancement.

Redesign Goal
Crafting an navigation experience in our member center that is intuitive, streamlined, and user-oriented.

Phase 4

Prototyping

The goal of this redesign focuses on the member homepage and the overall redesign of the information architecture. The redesign of the subpages will be the next step.

Design Concepts

* In most cases, users will only have a small amount of insurance. Based on this, I designed an interactive section that engages users in a fun way to help them understand their insurance needs, while also increasing the company's revenue opportunities.

High-fidelity prototypes

Phase 5

The End

🙌  Impacts

There are 4 major highlights after the redesign:

01
Integrating the member center and official website reduces the sense of disconnection when navigating between them.
02
Reorganize information architecture of the member center based on business needs and user needs, simplifying and streamlining the overall user flows.
03
Providing thoughtful information overview allows users to quickly grasp their status of the insurance and take action.
04
Adding an interactive section, utilizing data analysis and AI to attract interest and increase conversion rates.

📖  Learning

Through this project, I learned the importance of accurately defining the problem. This not only made me think about how to create the most effective and impactful redesign plan within a limited time frame but also ensured that I stayed on the right track throughout the subsequent research/design activities.