13 Thursday

5:41:42 PM

Shipped

Onboarding redesign

Ditto insurance

In 2022, Ditto Insurance—an Indian startup launched in 2021—presented significant opportunities for improvement. Collaborating with my product manager, I reimagined the onboarding experience to reduce friction for new users. As a product designer, I leveraged data-driven insights and iterative design methods to pinpoint user pain points and develop tailored solutions that enhanced both functionality and user satisfaction.

MY ROLE

Interaction designer

UX researcher

TIME LINE

2022


TOOLS

Figma

After effects

Illustrator

Amplitude

Loom

TEAM

Arif, Manoranjan, Lokesh

Highlights

Look around

Showing Progress

Slot Booked

Problem

Users were dropping off before completing the slot booking process, resulting in low conversion rates.

A major challenge was aligning our design solutions with the business goal of increasing conversion rates while maintaining a user-centric approach. Additionally, understanding the root causes of abandonment in a relatively new product required continuous collaboration across teams to ensure we addressed both design and technical constraints

Take a step back

Rather than jumping into solutions, I first focused on understanding the problem. I analyzed data to identify where the major drop-offs occurred, then spoke with a range of customers to uncover opportunities for improvement. After conducting a cognitive walkthrough, we interviewed users to pinpoint key questions about the booking experience. These insights led to the creation of two personas, helping us better understand pain points and refine our approach.

Ian

Occupation: Marketing Manager

As a user, I want support when my desired time slot is not available so that I can still secure an appointment without frustration

Maaya, Age: 27

Occupation: Teacher

As a user, I want assurance that my phone number is safe from spam so that I feel confident sharing my contact details.

Painpoints

We identified key problems in the onboarding process, breaking them down into smaller, manageable issues. This step-by-step approach allowed us to address each problem individually, ultimately improving the overall user experience.

No Error prevention

Customers are frustrated due to no error prevention and causing accidental data loss.

Trust Issues with sharing number

Customers hesitate to share phone numbers because they fear spam calls from insurance companies.

Users can’t reach desired time slots.

Users struggling to get desired time slots due to advisor unavailability.

HMW

How might we redesign our booking experience to proactively prevent user errors and accidental data loss, alleviate customers’ concerns about spam when sharing their phone numbers, and optimize advisor availability to ensure users can secure their desired time slots?

Business opportunity

Safeguard Against Accidental Exits and Data Loss

Increase Conversion Rates

Lower Support Costs

Assurance Against Spamming phone numbers

Build Trust and Credibility

Enhance Lead Quality

Support When Preferred Slots Are Unavailable

Maximize Sales Opportunities

Improve Customer Satisfaction

Exploring Possibilites

Problem #1
Users Unable to Reach Desired Time Slots

In the original workflow, users couldn't book preferred slots due to limited advisor availability. The obvious solution was to increase the number of slots, but our call team had capacity limitations - this was the constraints.

Solution

After exploring other avenues, we identified a need for support when slots were unavailable. Our WhatsApp team could handle queries promptly, offering an alternative solutions. To improve user experience, we added easy exit points and guide users to WhatsApp for help when slots are full.

We introduced a feature that allows users to chat with advisors if their desired time slots are full. To enhance the experience, we added clear exit points and guided users to WhatsApp for further assistance

Problem #2: Trust Issues with Sharing Phone Numbers

Users were dropping off at the phone number stage due to concerns about spam calls. Our goal was to build trust and encourage users to provide their phone numbers.

Solution

We collaborated with policy writers to craft clear, trust-building copy, emphasizing our unique selling point: ‘We never spam.’ This message was made more prominent in the UI with the introduction of:

Badge Design: A snack bar with a shield icon and the message, ‘Spam-free experience.’


Tooltip Design: A shield icon that reveals the message, ‘We don’t spam,’ on hover.


Nudge Design: A message, ‘Ditto offers a spam-free experience. We never contact you unless you request us to,’ encouraging users to enter their phone numbers.


We opted for the Nudge Design as it offered the best balance between visual appeal and mobile accessibility, ensuring a user-friendly experience

Problem #3: Lost Data on Accidental Exit

Users were frustrated by losing their progress if they accidentally exited the flow, causing a counterintuitive experience.

Solution

To fix this, we added a a pop-up that displays an option for users asking the confirmation, Also if they exit because of unavailable slots. To improve user experience, we added easy exit points and guide users to WhatsApp for help when slots are full

Prototype

Impact

The redesign impacted overall. Now Ditto has over 1 lakhs people visit per monthly, with around 600+ people booking through the portal daily on average. Thanks to the hard work and passion of my teammates, we have managed to increase key business metrics.

17%

Increase in conversion rates of health insurance premium in 60days, 3cr+ premiums sold

5%

Increase in average No.of slots bookings Daily. ~ 500-600 slots booking

8%

Decrease in the drop-off rates of customers in 60 days.

What did I learn?

Working on this project has deepened my understanding of UX and product design in a fast-paced, real-world environment. I gained practical knowledge on both design execution and cross-functional collaboration.

Takeaway 01: It's crucial to focus only on the data points that directly inform the solution. Data overload can obscure the problem and delay the decision-making process. This taught me to be more strategic and intentional in my research.

Takeaway 02: Collaboration is key to success. Constantly engaging with developers, product managers, and stakeholders ensured we remained aligned, and helped overcome challenges quickly. This experience emphasized the importance of early and ongoing communication to avoid bottlenecks.

Takeaway 03: User testing is essential, even for small changes. Prototyping and gathering feedback early on helped refine the design and ensure we addressed real user pain points, rather than assumptions.

Takeaway 04: Flexibility and adaptability in design are critical. In a dynamic environment, being open to change and adjusting to new constraints or insights is necessary to deliver the best possible solution.

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13 Thursday

5:41:42 PM