Collaborative Design Process for Insurance Tools

This document is a technical report detailing a collaborative design process undertaken by GBST to develop a tool aimed at simplifying life insurance assessment for consumers. The project began with extensive customer research and user testing, which highlighted key challenges such as the complexity of life insurance policies, the need for guided evaluations, and the lack of accessible decision-support data. The findings informed the design of a comprehensive solution that leverages technology to enhance consumer understanding of insurance options. The report outlines the iterative design process, including the transition from mid-fidelity to high-fidelity designs, and emphasizes the importance of a personalized user journey. It also discusses usability testing conducted with real users to identify potential issues and improve the overall experience. The final tool integrates various features, including clear comparisons of coverage options and inclusive illustrations, to ensure it meets user needs effectively.