Insta Quote by HDFC Life
Redesign
Currently Live
About
InstaQuote is a fast and convenient premium calculator for your mobile devices. There are various HDFC Life insurance plans available for you. Based on your insurance needs, you can effortlessly browse through each product, enter the required details and calculate your quote within a minute.
Emphatise and reaserch
After conducting several interviews, I identified the pain points of users for the Insta Quote app, prompting me to take steps towards its redesign."
Target audience
Pain points and challenges
Key features
1. Instant Quote Generation:
InstaQuote allows users to generate insurance policy quotes within seconds.
By simply inputting basic information such as policy term, payment period, and sum assured, users can access accurate quotes tailored to their requirements.
2. Customization Options:
InstaQuote offers various customization options, including coverage types, riders, and additional benefits, ensuring that users receive personalized quotes that meet their specific requirements.
3. Agent Integration:
InstaQuote serves as a valuable tool for HDFC Life agents, allowing them to provide efficient and responsive service to their clients.
Agents can use the app to quickly generate quotes during client meetings, offer personalized recommendations, and facilitate smooth transactions, enhancing the overall customer experience.
Insurance agents
Agents can swiftly generate insurance policy quotes during client meetings, enabling them to provide immediate and accurate information to their clients.
Agents can tailor insurance policies according to their clients' preferences and needs
The app streamlines the workflow for agents by providing them with tools to efficiently serve their clients.
Customers
Customers can quickly obtain insurance policy quotes tailored to their needs by entering basic information.
Customers have the flexibility to customize their insurance policies by selecting coverage types, riders, and additional benefits, ensuring that the policy aligns with their specific requirements.
Harsh Gupta
Insurance Agent
“I had trouble locating the sales tools section intended for agents.”
Pooja Singh
Customer
“As a first-time user, I wish there were walkthrough screens to guide me through the process.”
Sumit Choudhary
Insurance Agent
“I wish I could compare quotes from other market competitors for the same policy requirements.”
Devang Patel
Customer
“I wish there was an option to check quotes for my family members without having to restart the process for each individual member.”
OLD Insta Quote app screens
On the homepage, users can select the policy they wish to opt for. Once they choose a policy, they can then select the type of plan.
This form allows users to select appropriate policy details, including sum assured, policy term, premium payment term, and premium amount.
Here the user can add additional riders, offering him insured protection against unforeseen events.
This page serves as the entry point for basic details, accompanied by a calendar for entering the Date of Birth (DOB).
The summary page for the user after final quote calculation.
Here the agents can find additional tools for everyday needs.
NEW Insta Quote app screens
Implementing walkthrough screens to enhance clarity regarding the services offered on the app.
The addition of walk through screens to the UI is a new feature that aims to assist and guide customers through the step-by-step process of generating a quote.
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The home screen now includes
A revamped sales mate section tailored for agents.
Introducing a novel feature named "Beat the Quote."
Users can now access upfront policies along with their associated plans for selection.
Enhanced functionality with additional tools and calculators sections.
Re-designed log in screens
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Re-designed home screen
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Splash screens are a new addition to the UI
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Re-designed forms
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Re-designed final quotation summary page
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New feature - Beat the quote
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The updated quotation summary pages now include a detailed breakdown of quotations for both oneself and family members, along with their selected rider information.
Provides financial security against critical illness, A lump sum benefit is paid on diagnosis of any of listed 19 Critical illnesses.
Add
Critical illness Plus Rider
Provides coverage against Accidental Death, Accidental Total Permanent Disability and/or Accidental Partial Permanent Disability.
Add
Personal Accidental Rider
Provides coverage against diagnosis of early stage or major stage cancer.
Add
Cancer Cover Rider
Get additional income benefits over and above your Sum Assured in the event of total permanent disability due to an Accident.
Add
Accidental Disability Rider
New rider section
The revamped forms section offers
cleaner forms categorized into plan details and policy details sections.
An updated UI for the rider section has been introduced.
Introducing a brand new feature allowing users to generate quotes for their family members alongside their own.
Introducing "Beat the Quote," a tool designed to compare quotes from other market competitors for the same policy requirements, as demonstrated above.
Style guide
A style guide in UI design serves as a comprehensive reference for the visual and stylistic standards of a digital product, outlining specifications for design elements.
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Colour palette :
Icons used :
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Indigo