Transforming Online Quoting UI/UX Design For Improved D2C Sales


In efforts to expand direct-to-consumer sales, the scope of this study was to examine and advise on the overall user experience of quoting personal auto and home insurance policies from several carriers and compare with our client, a leading P&C insurance carrier in the United States.

Services Offered






In a rapidly evolving marketplace, the factors that move the user to abandon a quote or purchase a policy are constantly evolving. To understand these factors in the Insurance industry context we compiled the top trends in UI/UX design established online application & long-form design criteria, and the essential online insurance quoting concepts. We assessed each carrier’s platform and determined how well each is presented and the user experience they provide. After our assessment, one aspect became clear: most carriers provide a similar experience, the differentiators rest in execution.

How We Brought a Difference Our solution

The improvements advised to our client rest in already well-implemented functionalities and concepts. We ensured that the UX/UI viewpoints mentioned to our client in this study not only optimize the user experience but can also help their bottom line. Additionally, along with following the best practices in form design & staying abreast on UX/UI trends, we placed a greater focus on further understanding & balancing with the rapidly changing user needs and wants.


Reinvent Quote Experience For Global Customers

Leverage our partnership to elevate insurance customer experience & create lasting value.

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