Clickable Prototype

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The redesign therefore focused on one central question:

How might we make the experience clearer, more trustworthy, and more useful while collecting the information needed to deliver personalized insurance recommendations?

This led to five design priorities: preventing errors at the point of input rather than reporting them afterward, and building trust by explaining why personal data is needed and how it's used. Rigid choices were replaced with flexible options that reflect real-life situations and avoid dead ends. Consent became an informed choice, with required and optional agreements clearly separated through explicit opt-in patterns. Finally, the dashboard was reframed as a guide that shows progress and meaningful next steps, with each decision tracing back to a specific finding from the heuristic evaluation.

From Friction to Clarity

Persona selection → independent questions. One rigid "pick a group" question was split into conditional questions (status, children, employment, housing), collecting more precise data with less complexity per step.

Opt-out → opt-in consent. Required and optional permissions were visually separated, with optional items unchecked by default — fixing a legal risk and a comprehension problem at once.

"Incomplete" → completion % + missing fields. A vague status label became a specific, actionable to-do list on every policy card.

Clickable Prototype

Dashboard →