Northstar Vision

Challenges

Advisors were frustrated with the existing Annuity and Insurance application workflows and were overwhelming Relationship Managers with support calls.
Existing workflows failed to provide real-time error handling and support throughout the data form entry workflow.
After submitting application, Advisors had no way of knowing the status and progress of their applications.

Solutions

Created improved UX workflows and testing prototypes based on design drivers established by our research team.
Redesigned the workflow with real-time validation and inline guidance, preventing user errors and improving form completion.
Created a dashboard tracking status of all submitted applications and directing users to any application errors when necessary.