S8 Life Insurance Platform
Inhouse whitelabel solution for Swiss Life, swiss market and moreThe proposal - 1
How might we streamline the life insurance onboarding journey so users can get covered faster without feeling overwhelmed?
Sector
Insurance
My Role
UXUI design
Challenge
Original sales process
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Long cycle times relative to processing times
- Complex processes, leading to high error rates
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Mixed process quality and inefficiencies due to decentral organization and loops between process steps
- High efforts in preparation and follow-up for advisers
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Frequent changes in media usage with data entry and transmission
- Multiple contact persons due to decentralized know how
Impact
4x Faster — Redesigning the Onboarding Experience
Get quote flow - Competitive Analysis
Ethos Life & Policygenius flow, features, UIUX analysis -
This analysis examined the get quote journeys of two leading online life insurance providers — Ethos Life and Policygenius — with a focus on form filling, verification processes, and overall UI/UX. The goal was to identify best practices and uncover gaps that could inform a stronger onboarding experience.
Typical Challenges in the Sales Process
Long cycle times are one major problem in individual life. The sales process can take up to several weeks.
New client onboarding flow
Automates and simplifies the entire onboarding process as depicted below:
UI Screens
Process-driven UI with clear form filling reduces cognitive load, builds user confidence, and drives higher completion rates.
New client onboarding prototype Designed and prototyped a streamlined onboarding flow for new life insurance clients, focusing on form clarity, process visibility, and reducing drop-off at critical touchpoints.
The Impact of Better Design —
From 4 Weeks to 2 Days The redesigned onboarding flow cut completion time from 4 weeks down to under 2 days, delivering a significantly faster and more efficient journey for new clients.
The proposal - 2
How might we digitize insurance operations in a way that drives innovation while making processes simpler for both users and the business?
Feature 1 -
One View, Everything You Need Designed a unified dashboard that brings financial accounts and insurance policies together in one place — giving users a complete, at-a-glance picture of their financial health without the need to navigate between multiple screens.
Feature 2 -
Frictionless Payments — Designing for Speed and Trust
Integrated Apple Pay and TWINT into the payment experience, reducing checkout friction and giving users a fast, secure, and familiar way to complete transactions with confidence.
Feature 3 -
Always On — Designing a Smarter Support Experience
Designed a 24/7 chatbot experience that delivers instant, personalised support — replacing traditional wait times with a conversational interface that resolves technical inquiries at any hour, on any device.
Feature 4 -
Goal-Based Investing — Designed Around the User
Designed an investment experience built around personal goals, pairing visualised data with a conversational UX that guides users toward smarter financial decisions through clarity, context, and personalised insights.
Feature 5 -
Micro-Savings Feature — Designing for Financial Confidence
I designed a micro-savings function that bridges insurance and personal finance — enabling policyholders to save incrementally for future premiums through a clear, low-friction experience built for everyday users.
Feature 6 -
Turning Complexity Into Clarity
Digitize the investment strategy adjustment and selection process in wealth management, enabling real-time data analysis and personalized recommendations.
