Manageable steps
Input is divided into short steps instead of one long form.
A redesign of the flow bank staff use to record a customer's details when they pitch Max Life insurance products. Fewer fields at a time, clearer steps, and customer details filled in from the bank's own records.
Sales people (SPs) and POSPs are the bank people who pitch and sell Max Life insurance products to Axis Bank customers.
When a customer shows interest, the SP or POSP records the customer's personal details and profile in mSales, including annual income and life and savings goals. mSales then passes the lead on to Max Life's system.
SPs and POSPs working inside Axis Bank, pitching to bank customers.
Capture a customer's details, profile and goals in one flow.
The lead is passed to Max Life's system.
mSales needed an easier process for capturing lead information. The product team had recently moved to a responsive interface, as the bank asked, which was slightly better than the old web app that only suited laptop and desktop screens.
The task: understand how SPs and POSPs actually work, then design a solution that makes them more productive.
Adapted only to laptop and desktop screens.
A responsive interface, slightly better, added at the bank's request.
A flow that raises the productivity of SPs and POSPs.
The design splits input into manageable steps and fills in what the bank already knows.
Input is divided into short steps instead of one long form.
Each section has a clear title, so users always know where they are.
Customer details are retrieved automatically from Axis Bank's existing records, since the pitches target Axis Bank customers.
Learn how SPs and POSPs capture leads today.
Frame the problem and what the new flow must achieve.
Map the user flow and sketch low-fidelity wireframes.
Build the design system and the 100+ screens.
Check the flow and refine it.
The complete deck with the user flow, wireframes, design system and every screen. Free to download.
Tell us what your users are struggling with and we will suggest where to start.
