Improving Phone Protection Insurance from App to Web: Ensuring Phones Are Protected and Facilitating Repairs

App

ResponsiveWebsite

B2C

B2B

Timeline

Jan 2022 - Mar 2023

Company

Team

Product Designer (me)

Product Manager (1)

Developers (7)

Product Designer (me)

Product Manager (1)

Developers (7)

My Role

Research

UX/UI Design

Research

UX/UI Design

Final Design 👉🏻 Easier Activation to Get It Protected

It's easier for customers to take photos of the insured phone using mobile device.

📌 Launched web version: Customers can activate their insurance not only using the existing App but also via the web version

📌 Added a process for using another phone to take photos of the insured phone

📌 Improved the process for using a mirror

📌 Launched web version: Customers can activate their insurance not only using the existing App but also via the web version

📌 Added a process for using another phone to take photos of the insured phone

📌 Improved the process for using a mirror

Customers can also choose to use a computer to take photos of the insured phone.

Customers can use the image text recognition feature to fill out the form more quickly.

Enable sales representatives to activate instead of customers

Final Design 👉🏻 Easier to Claim When It's Broken

Customers also have the option to make claims on the web

Final Design 👉🏻 Repair It More Quickly

Customers can choose the shipping option to repair their phones

Launched the repair shop portal for repair shops partnered with Igloo, making communication between customers and repair shops more convenient

Final Impact

75%

Increased the activation rate from 7% to 75%

+47%

The Gross Written Premiums (GWP) increased by 47%

How did I get there?

Design Process

Who

Easier Activation to Get It Protected

🤔

🤔

🤔

🤔

🤔

"At what step in the activation process do customers get stuck?"

Research

Research

Reviewed the data to analyze the drop-off rate at each step

Reviewed the data to analyze the drop-off rate at each step

Key Insights

Key Insights

1

Most customers get stuck at the step of taking a photo for verification

1

Most customers get stuck at the step of taking a photo for verification

1

Most customers get stuck at the step of taking a photo for verification

1

Most customers get stuck at the step of taking a photo for verification

2

Some customers get stuck at the step of entering their IMEI number

2

Some customers get stuck at the step of entering their IMEI number

2

Some customers get stuck at the step of entering their IMEI number

2

Some customers get stuck at the step of entering their IMEI number

3

A few customers get stuck at the step of filling in their personal information

3

A few customers get stuck at the step of filling in their personal information

3

A few customers get stuck at the step of filling in their personal information

3

A few customers get stuck at the step of filling in their personal information

🤔

🤔

🤔

🤔

🤔

"What specific difficulties do customers encounter at the photo verification step?"

Research

Research

Interviewed 5 existing users and invited 5 new users to observe their behaviors.

Interviewed 5 existing users and invited 5 new users to observe their behaviors.

Key Insights

Key Insights

1

Many customers do not have a mirror nearby

1

Many customers do not have a mirror nearby

1

Many customers do not have a mirror nearby

1

Many customers do not have a mirror nearby

2

Some customers believe the slow recognition speed is due to the mirror being dirty

2

Some customers believe the slow recognition speed is due to the mirror being dirty

2

Some customers believe the slow recognition speed is due to the mirror being dirty

2

Some customers believe the slow recognition speed is due to the mirror being dirty

3

The instructions are somewhat confusing; following the directions to move in front of the mirror does not lead to a successful photo capture

  • The instructions appear to involve many steps and seem complicated, making customers hard to follow and easy to skip

  • Uncertain if the phone should be aligned with the phone displayed on the screen

  • Unclear about where to align the circles

💡👩🏻‍💻

💡👩🏻‍💻

💡👩🏻‍💻

💡👩🏻‍💻

💡👩🏻‍💻

"The priority is to find alternative methods for photo verification, not solely relying on mirrors."

Research

Research

Conducted competitive analysis and discussed with developers on how to prevent fraud.

Conducted competitive analysis and discussed with developers on how to prevent fraud.

Insight

Insight

We can use another phone to assist with the photo verification

We can use another phone to assist with the photo verification

Design Solution

Design Solution

Impact

Impact

Increased the activation rate to 50%

Increased the activation rate to 50%

💡👩🏻‍💻

💡👩🏻‍💻

💡👩🏻‍💻

💡👩🏻‍💻

💡👩🏻‍💻

"Next up, it's time to optimize the mirror-based photo verification process."

Design Considerations

Design Considerations

1

Shorten and simplify the introduction before starting the photo capture

1

Shorten and simplify the introduction before starting the photo capture

1

Shorten and simplify the introduction before starting the photo capture

1

Shorten and simplify the introduction before starting the photo capture

2

Diminish the prominence of the four circles, reducing attention on them

2

Diminish the prominence of the four circles, reducing attention on them

2

Diminish the prominence of the four circles, reducing attention on them

2

Diminish the prominence of the four circles, reducing attention on them

3

Direct customers' attention to the right things

3

Direct customers' attention to the right things

3

Direct customers' attention to the right things

3

Direct customers' attention to the right things

👉🏻 Before

👉🏻 Before

👉🏻 Before

👉🏻 Before

👉🏻 After

👉🏻 After

👉🏻 After

👉🏻 After

❌ 🤷🏻‍♂️

❌ 🤷🏻‍♂️

❌ 🤷🏻‍♂️

❌ 🤷🏻‍♂️

❌ 🤷🏻‍♂️

Tech limitation: Due to a company patent, the size and shape of the four circles cannot be altered. While the color can be changed, high contrast is required for photo recognition.

Iteration

Iteration

Revise the four circles and the layout

改排版 大圈圈

🕹️

🕹️

🕹️

🕹️

🕹️

Testing how external environments impact the photo verification process.

Research

Research

Analyze the characteristics of photos taken by customers who have previously completed the activation process

Analyze the characteristics of photos taken by customers who have previously completed the activation process

Key Insights

Key Insights

1

Most photos are taken in front of bathroom mirrors

1

Most photos are taken in front of bathroom mirrors

1

Most photos are taken in front of bathroom mirrors

1

Most photos are taken in front of bathroom mirrors

2

Many mirrors also have smudges

2

Many mirrors also have smudges

2

Many mirrors also have smudges

2

Many mirrors also have smudges

3

The lighting conditions in the photos vary

3

The lighting conditions in the photos vary

3

The lighting conditions in the photos vary

3

The lighting conditions in the photos vary

Test

Test

Test in various environments ourselves

Test in various environments ourselves

Test Results

Test Results

1

Actually, smudges have little impact on the process

This finding was unexpected and differs from interview conclusions, suggesting users mistakenly believe that smudges could affect the outcome

1

Actually, smudges have little impact on the process

This finding was unexpected and differs from interview conclusions, suggesting users mistakenly believe that smudges could affect the outcome

1

Actually, smudges have little impact on the process

This finding was unexpected and differs from interview conclusions, suggesting users mistakenly believe that smudges could affect the outcome

1

Actually, smudges have little impact on the process

This finding was unexpected and differs from interview conclusions, suggesting users mistakenly believe that smudges could affect the outcome

2

Photos could be successfully taken even in very dark environments, indicating that lighting has minimal impact on the process

2

Photos could be successfully taken even in very dark environments, indicating that lighting has minimal impact on the process

2

Photos could be successfully taken even in very dark environments, indicating that lighting has minimal impact on the process

2

Photos could be successfully taken even in very dark environments, indicating that lighting has minimal impact on the process

3

As long as the positioning is accurate, photo capture is quick, confirming that our technology itself is sound

3

As long as the positioning is accurate, photo capture is quick, confirming that our technology itself is sound

3

As long as the positioning is accurate, photo capture is quick, confirming that our technology itself is sound

3

As long as the positioning is accurate, photo capture is quick, confirming that our technology itself is sound

🕹️

🕹️

🕹️

🕹️

🕹️

Invite 6 new users to test the new mirror-based photo verification process

Test Results

Test Results

1

All users were able to complete the photo-taking, with an average time of 31 seconds, indicating the new approach is feasible

1

All users were able to complete the photo-taking, with an average time of 31 seconds, indicating the new approach is feasible

1

All users were able to complete the photo-taking, with an average time of 31 seconds, indicating the new approach is feasible

1

All users were able to complete the photo-taking, with an average time of 31 seconds, indicating the new approach is feasible

2

However, feedback from users mentioned that the instructions still appeared difficult to understand and required careful reading

2

However, feedback from users mentioned that the instructions still appeared difficult to understand and required careful reading

2

However, feedback from users mentioned that the instructions still appeared difficult to understand and required careful reading

2

However, feedback from users mentioned that the instructions still appeared difficult to understand and required careful reading

💡👩🏻‍💻

💡👩🏻‍💻

💡👩🏻‍💻

💡👩🏻‍💻

💡👩🏻‍💻

“How might we create real-life introduction videos to make the instructions clearer for customers?”

Iteration

Iteration

Replace the illustrated instructions with real-life video introductions

💡👩🏻‍💻

💡👩🏻‍💻

💡👩🏻‍💻

💡👩🏻‍💻

💡👩🏻‍💻

“How might we launch a web version so that customers can have more options for activation?”

Design Notes

Design Notes

1

Add a new method to capture photos using a computer's camera

1

Add a new method to capture photos using a computer's camera

1

Add a new method to capture photos using a computer's camera

1

Add a new method to capture photos using a computer's camera

2

The mobile version of this responsive website has a similar process to the App's

2

The mobile version of this responsive website has a similar process to the App's

2

The mobile version of this responsive website has a similar process to the App's

2

The mobile version of this responsive website has a similar process to the App's

💻 Desktop:
Use this computer to take a photo

💻 Desktop:
Use this computer to take a photo

💻 Desktop:
Use another phone to take a photo

💻 Desktop:
Use another phone to take a photo

📱Mobile:
Use another phone to take a photo

📱Mobile:
Use another phone to take a photo

📱Mobile:
Use a mirror to take a photo

📱Mobile:
Use a mirror to take a photo

💡👩🏻‍💻

💡👩🏻‍💻

💡👩🏻‍💻

💡👩🏻‍💻

💡👩🏻‍💻

“How might we use image recognition to automatically fill in information, helping customers complete forms more quickly?”

Research

Research

After consulting with the developer, we decided to use Google's image recognition service for text extraction to save on development costs and enable a quicker launch

After consulting with the developer, we decided to use Google's image recognition service for text extraction to save on development costs and enable a quicker launch

Automatically fill in the form after reading ID information

Automatically fill in the form after reading ID information

Automatically fill in the form after reading IMEI screenshot

Automatically fill in the form after reading IMEI screenshot

❌ 🤷🏻‍♂️

❌ 🤷🏻‍♂️

❌ 🤷🏻‍♂️

❌ 🤷🏻‍♂️

❌ 🤷🏻‍♂️

Tech limitation: There are too many types of IDs, making it impossible for Google's service to recognize text and fill the form automatically

Tech Limitation

Tech Limitation

During my research, I discovered that there are over ten types of IDs just in the Philippines. After consulting with the developers, it became clear that the previous solution was not feasible. We can only recognize and extract text from images, but cannot autofill the information automatically for the personal information. Only the design of reading IMEI screenshot and automatically fill in the form is feasible.

During my research, I discovered that there are over ten types of IDs just in the Philippines. After consulting with the developers, it became clear that the previous solution was not feasible. We can only recognize and extract text from images, but cannot autofill the information automatically for the personal information. Only the design of reading IMEI screenshot and automatically fill in the form is feasible.

Iteration - Web

Iteration - Web

Iteration - Mobile

Iteration - Mobile

💡👩🏻‍💻

💡👩🏻‍💻

💡👩🏻‍💻

💡👩🏻‍💻

💡👩🏻‍💻

“How might we launch a sales portal so that sales staff in phone stores can assist users in filling out information, thus eliminating the activation step?”

Research

Research

Interviewed 6 sales staff from mobile phone stores that partner with Igloo.

Interviewed 6 sales staff from mobile phone stores that partner with Igloo.

Key Insights

Key Insights

1

We can remove the step of taking photos to verify the phone's screen

Since most customers purchase new phones in-store, and new phones are generally in good condition, sales representatives already verify the screen's condition manually. Therefore, we can eliminate the photo-taking step from the system

1

We can remove the step of taking photos to verify the phone's screen

Since most customers purchase new phones in-store, and new phones are generally in good condition, sales representatives already verify the screen's condition manually. Therefore, we can eliminate the photo-taking step from the system

1

We can remove the step of taking photos to verify the phone's screen

Since most customers purchase new phones in-store, and new phones are generally in good condition, sales representatives already verify the screen's condition manually. Therefore, we can eliminate the photo-taking step from the system

1

We can remove the step of taking photos to verify the phone's screen

Since most customers purchase new phones in-store, and new phones are generally in good condition, sales representatives already verify the screen's condition manually. Therefore, we can eliminate the photo-taking step from the system

2

We can integrate the functionality of text recognition from images to assist sales representatives in filling out forms more quickly

2

We can integrate the functionality of text recognition from images to assist sales representatives in filling out forms more quickly

2

We can integrate the functionality of text recognition from images to assist sales representatives in filling out forms more quickly

2

We can integrate the functionality of text recognition from images to assist sales representatives in filling out forms more quickly

3

It would be convenient for sales representatives to access the web page on their phones for operation

3

It would be convenient for sales representatives to access the web page on their phones for operation

3

It would be convenient for sales representatives to access the web page on their phones for operation

3

It would be convenient for sales representatives to access the web page on their phones for operation

Design

Design

Easier to Claim When It's Broken

Key Improvements

Key Insights

1

Launched the web version, enabling customers to make claims not only through the app but also via the more convenient website

2

Reordered the claim process to enhance clarity and assist users in completing claims more effectively

3

Reorganized the layout of claim details information, including annotations for various expenses, to present the information more clearly

Design

Design

Check More

Utilizing an already established customer portal design system enabled us to rapidly develop the web version. For further insights into the design principles behind the customer portal, please click here to explore another project

Repair It More Quickly

Key Improvements

1

Added a ship-in repair option on the web claim portal, enabling customers to have their phones repaired without leaving their homes

2

3

3

3

3

Revised the repair instructions on the web claim portal to make the process more understandable for customers

3

2

2

2

2

Launched the repair shop portal for repair shops partnered with Igloo, making communication between customers and repair shops more convenient

Repair Shop Portal

Admin Panel

Check More

Utilizing an already established customer portal design system enabled us to rapidly develop the web version. For further insights into the design principles behind the customer portal, please click here to explore another project

Design

Takeaways

Through this project, I've learned that:

Through this project, I've learned that:

1

It's important to communicate with developers in a timely manner

As a designer, it's easy to assume some features are simple to implement, but the reality often involves developers facing numerous technical limitations. These can significantly influence the direction of a design. Therefore, the more promptly and effectively you communicate, the more time you can save in the design process

1

It's important to communicate with developers in a timely manner

As a designer, it's easy to assume some features are simple to implement, but the reality often involves developers facing numerous technical limitations. These can significantly influence the direction of a design. Therefore, the more promptly and effectively you communicate, the more time you can save in the design process

1

It's important to communicate with developers in a timely manner

As a designer, it's easy to assume some features are simple to implement, but the reality often involves developers facing numerous technical limitations. These can significantly influence the direction of a design. Therefore, the more promptly and effectively you communicate, the more time you can save in the design process

1

It's important to communicate with developers in a timely manner

As a designer, it's easy to assume some features are simple to implement, but the reality often involves developers facing numerous technical limitations. These can significantly influence the direction of a design. Therefore, the more promptly and effectively you communicate, the more time you can save in the design process

2

Turn challenges into opportunities

UX design is not a smooth process. Every twist – be it pushback, evolving scopes, or compressed timelines – is a chance to grow. Through this project, I learned how to expect the unexpected and adapt swiftly.

2

Turn challenges into opportunities

UX design is not a smooth process. Every twist – be it pushback, evolving scopes, or compressed timelines – is a chance to grow. Through this project, I learned how to expect the unexpected and adapt swiftly.

2

Turn challenges into opportunities

UX design is not a smooth process. Every twist – be it pushback, evolving scopes, or compressed timelines – is a chance to grow. Through this project, I learned how to expect the unexpected and adapt swiftly.

2

Turn challenges into opportunities

UX design is not a smooth process. Every twist – be it pushback, evolving scopes, or compressed timelines – is a chance to grow. Through this project, I learned how to expect the unexpected and adapt swiftly.

Next Steps

Plans for the future of this project:

Plans for the future of this project:

1

Change the order of the three activation steps and test the user activation rate

1

Change the order of the three activation steps and test the user activation rate

1

Change the order of the three activation steps and test the user activation rate

1

Change the order of the three activation steps and test the user activation rate

1

Optimize the interface for selecting a repair shop, adding a map display feature

1

Optimize the interface for selecting a repair shop, adding a map display feature

1

Optimize the interface for selecting a repair shop, adding a map display feature

1

Optimize the interface for selecting a repair shop, adding a map display feature

2

Launch the payment feature for excess fees

2

Launch the payment feature for excess fees

2

Launch the payment feature for excess fees

2

Launch the payment feature for excess fees

Made with 💙 by Jingru Yin @ 2024