CRM & Website Design for Insurance company: Our Experience at Cadabra Studio

The insurance industry has always been in great demand with fierce competition. For many insurance companies, differentiating themselves on the web becomes a great way to gain prospective customer’s attention. An insurance company website must be honest, convey well-structured insurance information, and have proper navigation.

Considering the listed design features of the insurance website, RVOS Farm Mutual Insurance Company contacted our design studio to make their customer portal stand out from the crowd and attract more target audience. In this article, we’d like to share the most important design practices we’ve experienced around insurance company website design.

Brief insurance company description

RVOS Farm Mutual Insurance Company provides protection to various clients from homeowners to farmers in the USA. Being a company with a solid history and reputation, RVOS always cares about improving client service. Our design studio in collaboration with RVOS representatives created the customer web portal. 

Challenges in designing an insurance company website

For the RVOS policyholders, the customer service at an exceptional level is a very important standard, so the portal should fully meet their expectations. 

There were 4 design challenges our team faced with:

  1. To include the features of the inclusive design to the RVOS platform for people with bad eyesight.
  2. To create a bright and clean dashboard for the customer web portal.
  3. The customer portal should be supported by all Internet browsers (including Internet Explorer) because many RVOS clients have been using their gadgets for more than 10 years. 
  4. Web development has to match responsive design so that portal users can get the same quality experience when they browse online.

Both the designers in Cadabra Studio and our client were interested in developing a high-quality product. That’s why many changes and ideas were made during the PDP (Product Development Process)

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Insurance company website design process

Great web design focuses on equal parts strategy and execution. To achieve maximum efficiency, we pay special attention to the workflow. 2 developers (front-end and back-end), 2 back-end developers from the client’s side, manual QA engineer and automation QA engineer, DevOps, and a design team worked on the customer portal. They make a high-quality customer-centered product that really solves the relevant problems that RVOS users have. 

According to the client demand, we added to the customer portal quoting form for insurance products such as Home Insurance, Life Insurance, Farm Insurance. Moreover, we made information on the claims process and plugins available for submitting. 

The clean dashboard was a must-have feature because RVOS users should be able to see their payments, insurance policies as well as overall statistics and don’t get confused. 

Light colors and shadows along with appropriate typography met the client’s expectations. The primary version of the dashboard was the following.

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For the first time, the sidebar menu was on the left side. However, after the first trial, the location changed. 

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As you can see in the picture above, we made some changes to the menu, added more necessary information about payments. To gain a better user experience, our designers created an agent account on the main menu, added the function “File new claim to each specific policy”. We also added the information about the claim number and policy number to a certain claim.

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After testing, we made some changes in statistics as well as in buttons “Claims”. We also added more information about billing and payments. 

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Having conducted several tests, the vertical menu was transformed into a horizontal menu without icons that is good for responsive web design. The pie chart of the Remaining Balance in the Billing and Payment category were included in the dashboard.

Insurance company logo design and branding 

The customer web portal is a new stage for RVOS. The right logo and branding increase the site’s visibility on search engines and social media, hold a visitor’s attention, entice them to know more about insurance products, and provide interactive ways to communicate. So, we suggested our clients make a trendy style of their brand.

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The main goal of rebranding was to attract a younger target audience to an existing product. The existing RVOS brand is a combination of stylish conservatism and modern design. The process of rebranding was challenging and well-planned. The first thing we changed was the logo.  

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The insurance company logo design was made in a simple style, to keep the company’s spirit. The blue-colored bar was chosen for the logo. The logo shape perfectly matched the content, making the RVOS brand more recognizable.

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For Instagram promotion, we chose trendy and relevant typographic, that would stand out from the endless content. For Facebook promotion, we created contrasting photos with bright colors.

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Results and Data

Thus, the customer portal has been launched recently, the changes in site traffic are significant. We keep tracking various metrics and the results are impressive. The primary goal of the customer portal was to freshening up a solid insurance company, however, during the design process we changed even more, than planned before. The entire design and development process lasted for 1.5 years. 

Must-have design features of an insurance company website: our expertise

The experience of developing and designing the RVOS customer portal is an achievement we are proud of. In addition to valuable experience, we’ve compiled the list of features for successful insurance company website design. 

  • Fully responsive and mobile-friendly;
  • Clean layout with modern appeal;
  • Simple and well-planned navigation;
  • Quick loading time;
  • Quick access to important information;
  • Relevant CTA buttons;
  • Quick access to online quotes.

Including the listed features to insurance company website design helps you to make an accurate representation of any insurance company. 

SUMMARY 

When an insurance company invests in its website design, it is a straight way to succeed. With the upgraded customer portal and new branding, RVOS Insurance company attracts many new clients because their portal is a fast and easy-to-use, whereas the logo is recognizable. Cadabra Studio is glad to have a partnership with RVOS Insurance company, that trusted and worked with us for a long period of time.

Check out our blog to read more case studies and learn about our expertise.

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