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I started by researching competitors to understand what other brokerages ask on their web quoters, focusing on goals like price accuracy, question count time to complete, and user effort.
Based on the research and competitor analysis, a design plan was created, incorporating Questrade's design system rules and business requirements for the new screens.
I used an iterative design approach, working in sprints to create screens, present them to stakeholders, and collaborate on revisions to align with business goals.
Iteration on the designs would occur every sprint. This allowed continual refinement between design, product, and stakeholders. Ensuring alignment across the team at every step.
Unfortunately, because of strategic changes within Questrade, we were never able to launch the new web quoter. This also meant there was never an opportunity to test with users during or after project completion.
To begin with the design phase the plan was to add the minimum requirements for the entire flow before getting into the details. The minimum requirements meant including things like the minimum amount of questions required without considering the wording of the questions and having to make quick decisions on which components will be used for the questions. The reason this was the ideal approach was because many teams were going to be working on the designs starting one sprint after the designs were created. This meant a quick baseline needed to be created before moving on to the fine details and that refinement would come later, all of this means curating an iterative environment was key for this project. The early iterations can be explored below:
Working on this project was both challenging and rewarding. Collaborating in a dynamic, agile environment where designs evolved rapidly required adaptability and a deep understanding of iterative processes. While the full redesign was not released due to strategic decisions at Questrade, some proposed improvements were incorporated into the Think Insure web quoter. I would have loved the opportunity to launch the complete redesign, gather user insights, and refine the experience further. Despite this, the project was a significant learning experience that strengthened my skills as a UX Designer and helped me grow professionally.
I'm happy to connect at any time through my email!
