AIA Insurance Online Service
Enhance the flow and UI design of the customer and agent online service and implemented the new design system to ensure a consistent and cohesive user experience across the platform. Also, we conducted usability tests to validate the effectiveness of the design changes and gathered feedback to iterate and improve the overall experience.
Client
AIA
Category
Insurance
Role
UI/UX Designer, Wireframe, UI, Prototyping
Timeline
5 months, Aug 2022 - Jan 2023

Usability test and A/B test
For the new design, we did the user test and A/B test to ensure the proposed flow is easy to use can fix their pain points. Also, the best position for the bottom bar and progress bar behavior
Method: Virtual Interview, 6 agents with tablet / mobile prototype screen

Key Findings
Most of the people can find the button and finish the task quickly
Button placement - Most of them select option 2
Option 1: 2 ppl
Visually more pleasant as there is less clutter
Clear distinction between the functions
Good for long page as they can see it at the top, however if user has already scroll down, they will need to scroll back up
Option 2: 4 ppl
Same behaviour with the current POSEZ
All action buttons are placed together
With long page, placement is still good as the user need to scroll down to fill all the fields
Progress bar
All agents find the step indication useful.
3 out of 6 agents are very experienced with POSEZ, the step indication are not that important to them, however all of them think that it will benefit newer agents.
Collapse function
5 out of 6 agents have positive feedback on this function, as it gives them wider space to view the content
Most of them think this function is good to have, but not a required function
3 out of 6 agents feedback that they will utilise this function
However, most users missed out this function as visually it is too subtle
Other insight & suggestion
5 out of 6 agents do not use the ‘add/delete request’ function in current POSEZ
All agents prefer to use iPad for both POSEZ and ClaimEZ, only 2 agents mentioned they will use their mobile phone when it is absolutely necessary
1 agent was showed the new POSEZ service request selection page to 1 agent and the feedback is positive
1 agent was showed the new POSEZ review page and the feedback is positive
In general, most agents are excited to use the new POSEZ, and asked when will it be live


