This is a tool from Prudential to help their agent to be able quickly engage with their potential customer.
UI and UX Designer
The web app is for their internal
Sometime it’s hard to engage with potential customer to find out their need. Especially when the time was short, crowded and most of the time is not ideal to have proper conversations. We trying to solve those problem with a tool to help their agent to give better product recommendation with nice user experience but still be able to provide detail informations.
We were conducting series of brainstorming and exercise with the stakeholder to get the problem statement and catch up some ideas of how their agent gonna use it the field.
The result: Inexperience agent tend to use this app as their guideline to start the conversation or engage with their potential client.
We started with design principle to give better guideline how we are going to build / wireframing the app. We use clean minimalist layout and remove unnecessary visual, but we still using a bit of bright colour as the vocal point, because they don’t have a lot of time to navigate and sometimes they meet in poorly lit place (such as MRT station) and a lot of visual noise (such as Mall).
To help agent to lead the conversation, we give them list of curated short questions that would then present a product recommendation based on their answer.
The result would be series of product recommendation with simple graph and some explanations.