Client Overview
Client: Wisconsin-based financial and insurance services provider
Location: United States
Industry: Financial and Insurance
Project Background
Our client, a veteran in providing financial solutions and insurance services, sought to enhance customer engagement by simplifying the insurance purchasing process. Recognizing the need for an innovative approach to facilitate interactions, the client envisioned a network of interactive kiosks across various healthcare institutions nationwide. This initiative aimed to democratize access to insurance information, making it straightforward and accessible.
Technical Challenges
The client struggled to effectively reach potential customers and improve their engagement with insurance products.
The current system needed enhancement to provide comprehensive, real-time details about insurance plans interactively.
The processes lacked the necessary technological sophistication to handle complex insurance options seamlessly.
Ensuring accessibility and user-friendliness, especially for elderly users who might not be tech-savvy, was a key challenge.
Solution
Interactive Kiosks
Deployed across over 1000 clinics, designed to provide detailed, user-friendly information about various insurance plans.
User-Friendly Design
Developed with large buttons and simple navigation to accommodate all users, including older people.
Direct Purchase and Consultation Booking
Enabled users to purchase insurance or book consultations directly for further assistance.
Architecture
The system was built on robust, cloud-based infrastructure to ensure reliability and scalability.
Hardware Selection
Large tablets can run the application smoothly, and options among iPads, Android tablets, and Chromebooks are chosen based on specific deployment needs.
Team Composition
Project Manager
To oversee project execution and ensure alignment with client goals.
UI/UX Designers
Focused on creating an intuitive interface for elderly users.
Software Developers
Developed the application across different platforms (iOS, Android, Chrome Web).
Quality Assurance Team
Ensured the application's reliability and user-friendliness.
Innovation Highlight
One of the standout innovations was the development of the Booking Bank feature, which allowed users to view and book available insurance plans in real-time, enhancing user engagement and operational efficiency.
Results & Impact
The kiosk information system profoundly impacted the client's service delivery
Increased Accessibility
Made insurance information easily accessible, improving customer knowledge and engagement.
Enhanced Operational Efficiency
Streamlined the process of exploring and purchasing insurance plans.
Boosted Sales
The leads and appointment bookings increased by 30%, directly contributing to higher sales figures.
Conclusion
This collaboration fulfilled the client's objective of enhancing customer interaction and set a new standard in deploying interactive kiosk systems within the financial and insurance sectors.
Impact Stories: From Vision to Product
Pioneering Progress
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