00

Project

Project

Ditto

Optimizing Insurance booking Flow and decreasing the drop-off rates

Imagine a company where the entire sales pipeline hinges on a single, critical booking flow. In this case, we're talking about Ditto - an Indian insurance startup that serves over 1 million customers worldwide and is the second-largest insurance platform in the country. Their entire business model relies on providing simple insurance advice to customers, but only after they successfully book a consultation slot.

The stakes are extremely high since numerous potential customers visit Ditto's website daily. With so many ways for the booking process to go wrong, redesigning the interface is a daunting task. However, with a supportive team and a friendly manager, anything is possible.

Role

Product Designer

Duration

4 weeks, Jan '22- Feb '22

Tools

Figma

Amplitude

Google analytics

Team

Lokesh, CTO

Shreyans, PM

Sachin, SWE

Arif, Lead SWE

Ravi, BA

Role

Product Designer

Duration

4 weeks

Tools

Figma

Amplitude

Google analytics

01

Overview

Problem Statement

How might we leverage AI to improve budgeting skills for young people and reduce their financial hardship?

Users are frequently abandoning the slot booking process before completion, leading to high drop-off rates and a poor user experience. There is a need to identify and address the factors causing this drop-off to improve overall engagement and satisfaction

Outcome

After multiple testing and iterations, I proposed a solution to reduce the dropout rates and improve the experience by increasing the users' trust in the platform,

Image 1.0 - old interface

Setting goals

Setting goals is important throughout the process. It sets the vision and puts everyone on the same page. Before setting goals, I used the 5 why's to understand the goals. I believe It is important to understand why you are solving this problem.

Setting goals

Setting goals is important throughout the process. It sets the vision and puts everyone on the same page. Before setting goals, I used the 5 why's to understand the goals. I believe It is important to understand why you are solving this problem.

Business goals

Business goals
Improve user flows

Improve current user flows, make the interface consistent and easy to book.

Increase conversion

Increase the number of booking slots by educating with key information.

Improve customer support

Provide quick help through live chat in case customers are unable to book a slot

Take a step back

During the initial step, instead of jumping into solutions. I tried to understand the problem more.


  1. Understand which stage the major drop-off happened from data

  2. Engage in conversations with a variety of our customers.

  3. Find the opportunities to improve the current customer journey


Take a step back

During the initial step, instead of jumping into solutions. I tried to understand the problem more.


  1. Understand which stage the major drop-off happened from data

  2. Engage in conversations with a variety of our customers.

  3. Find the opportunities to improve the current customer journey


Take a step back

During the initial step, instead of jumping into solutions. I tried to understand the problem more.


  1. Understand which stage the major drop-off happened from data

  2. Engage in conversations with a variety of our customers.

  3. Find the opportunities to improve the current customer journey


Data analysis

Data analysis

Let me get my goggles and compare the data obtained from Amplitude.


The data from the last 7 days shows a repeating pattern with major drop-offs happening simultaneously across all stages.

🤯

After the analysis, we understood that the biggest drop-offs occurred during stage 4 (time slot) and stage 5 (phone number input) - the two most critical stages.

Image 2.0 - Conversion rates from last 7 days (Amplitude)

Image 2.0 - Conversion rates from last 7 days (Amplitude)

User Pain points

User Pain points
We asked our users to define what are some of the most important questions that come to mind about the booking experience. From all the answers we picked these 3 as the top questions.

🤷‍♀️

I'm careful with sharing my contact details because I worry about getting unwanted calls.

So do you spam me?

I'm careful with sharing my contact details because I worry about getting unwanted calls and messages from insurance companies.

🙎‍♂️

Is there any other way to resolve my queries? Because I'm not getting any slots right now.

🙍

How should I know if I entered my details correctly at the end?

Image 3.0 - Spamming an example

Current user Journey

Current user Journey

We tried to brainstorm at this stage and find rough ideas about the problem and opportunities to solve them based on customer feedback and data.

Image 1.1 - Customer journey

Image 1.1 - Customer journey

Slowly shaping up

Our team revisited brainstorming, refining problem statements into "How Might We" questions. Potential solutions were explored and evaluated. Next phase: iterating and refining the most promising solutions into a polished concept

Slowly shaping up

Our team revisited brainstorming, refining problem statements into "How Might We" questions. Potential solutions were explored and evaluated. Next phase: iterating and refining the most promising solutions into a polished concept

Slowly shaping up

Our team revisited brainstorming, refining problem statements into "How Might We" questions. Potential solutions were explored and evaluated. Next phase: iterating and refining the most promising solutions into a polished concept

Main problems

Main problems
Users can't access desired time slots.
Users can't access desired time slots.

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

Trust Issues with sharing number
Trust Issues with sharing number

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

No Error prevention
No error prevention and incomplete Request

Because of bad UX, Customers are frustrated due to no error prevention and causing accidental data loss.

Pluging the Leaks

By collaborating closely with developers, product managers and stakeholders, I was able to understand the process and it helped to do an effective ideation.

Pluging the Leaks

By collaborating closely with developers, product managers and stakeholders, I was able to understand the process and it helped to do an effective ideation.

Pluging the Leaks

By collaborating closely with developers, product managers and stakeholders, I was able to understand the process and it helped to do an effective ideation.

Users can't access time slots - problem #1

Users can't access time slots - problem #1

In our previous workflow, if a customer chose to exit, their entered information was lost. This was inconvenient for the customer, and there was a risk they might not be willing to re-enter the data.

Image 4.1 - Old flow

Ta da ✨

Ta da ✨

After Improving user flow

After Improving user flow

In our effort to enhance user experience, we plan to incorporate intuitive exit points throughout the user interface. what are the benefits?

This measure safeguards against potential loss of important information inputted by the user.

This change in user flow will improve error prevention.

Redirect users to WhatsApp advisory when desired slots are unavailable for more convenient booking assistance.

Image 4.2 - New flow

Trust issues - Problem #2

Trust issues - Problem #2

How might we build trust between the customer and the brand to encourage slot booking?

We never spam that's our USP, so it is important that we must show that in here

To effectively provide this information, multiple solutions were considered:

To effectively provide this information, multiple solutions were considered:

Version 1

Version 1

Badge Design

Version 2

Version 2

Tool tip Design

Version 3

Version 3

Nudge Design

Final design - Version 3, Nudge design

Final design - Version 3, Nudge design

The rationale is that it's really important to maintain the balance between visual appeal and mobile accessibility. Also, we believe that clarity and ease of use should be the top priorities, and other design options don't satisfy this.

The rationale is that it's really important to maintain the balance between visual appeal and mobile accessibility. Also, we believe that clarity and ease of use should be the top priorities, and other design options don't satisfy this.

🎉

🎉

Image 5.0- Multiple solutions

No Error prevention - Problem #3
No Error prevention - Problem #3

How might we develop an effective error prevention mechanism to reduce the drop-off rate and prevent loss of inputted data?


An effective error prevention mechanism could be the integration of a progress bar or indicator, which shows users where they are in the process. When they attempt to exit, a prompt could educate them about the potential loss of data they've entered so far, thus mitigating the risk of accidental data loss.

Image 6.0 - Exit screen and components

Prototype

As part of the design process, I utilized Figma and Webflow to create an interactive prototype. Additionally, I recorded a walkthrough video using Loom to provide a comprehensive explanation of the various functionalities incorporated into the design.

Prototype

As part of the design process, I utilized Figma and Webflow to create an interactive prototype. Additionally, I recorded a walkthrough video using Loom to provide a comprehensive explanation of the various functionalities incorporated into the design.

Prototype

As part of the design process, I utilized Figma and Webflow to create an interactive prototype. Additionally, I recorded a walkthrough video using Loom to provide a comprehensive explanation of the various functionalities incorporated into the design.

Usability testing

I conducted usability testing with 5 participants. The results were insightful and provided valuable direction for improving the user experience.

Usability testing

I conducted usability testing with 5 participants. The results were insightful and provided valuable direction for improving the user experience.

Usability testing

I conducted usability testing with 5 participants. The results were insightful and provided valuable direction for improving the user experience.

Usability testing

I conducted usability testing with 5 participants. The results were insightful and provided valuable direction for improving the user experience.

Image 7.0 - Testing & changes

Handoff to developers

After designing the product, I handed off documentation for each component and function, Figma files, a design system file, and a Loom demo video to developers. Post-launch, we collected user feedback and monitored metrics.

Handoff to developers

After designing the product, I handed off documentation for each component and function, Figma files, a design system file, and a Loom demo video to developers. Post-launch, we collected user feedback and monitored metrics.

Handoff to developers

After designing the product, I handed off documentation for each component and function, Figma files, a design system file, and a Loom demo video to developers. Post-launch, we collected user feedback and monitored metrics.

Handoff to developers

After designing the product, I handed off documentation for each component and function, Figma files, a design system file, and a Loom demo video to developers. Post-launch, we collected user feedback and monitored metrics.

Impact

Impact

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%

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.

Learnings

Working on this project provided invaluable hands-on learning. I gained new skills in metrics and concepts through collaborating with the team to understand our goals and processes. This great experience enabled me to expand my capabilities.

Learnings

Working on this project provided invaluable hands-on learning. I gained new skills in metrics and concepts through collaborating with the team to understand our goals and processes. This great experience enabled me to expand my capabilities.

Learnings

Working on this project provided invaluable hands-on learning. I gained new skills in metrics and concepts through collaborating with the team to understand our goals and processes. This great experience enabled me to expand my capabilities.

Learnings

Working on this project provided invaluable hands-on learning. I gained new skills in metrics and concepts through collaborating with the team to understand our goals and processes. This great experience enabled me to expand my capabilities.

Takeaway 01

Gather only the data points that directly pertain to the problem you are trying to solve. Avoid collecting superfluous information that will not contribute to deriving the final solution.

Takeaway 02

Foster continuous collaboration with developers and stakeholders from the onset. Ensure open and transparent communication channels are maintained throughout the entire process.

Made by devadhathan © Copyright 2024. All Rights Reserved.

Made by devadhathan © Copyright 2024. All Rights Reserved.

Made by devadhathan © Copyright 2024. All Rights Reserved.