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Changing the experience of over 500,000 customers on how to manage their insurance products & make payments.

sanlam hero image

Duration

3 months

TEAM MEMBERS

Owoade Tobiloba

ROLE

UI Designer

UX Designer

TOOLS

Figma

Canva

THE CHALLENGE

  • Customers couldn't easily find their past and present policies.
  • Renewing policy premiums was a lengthy and confusing process.
  • Reaching customer support required multiple steps, causing frustration.
  • Older users struggled with small text and complex navigation.

RESEARCH & INSIGHTS

To understand the user pain points, I conducted a thorough review of the existing app and analyzed customer feedback. Since the primary users were Sanlam customers, I leveraged insights from internal staff who interacted with them daily. Through this, I identified the core usability issues and formulated key design improvements:

  • Simplify navigation to ensure policies are visible on the homepage.
  • Streamline the renewal process to be completed in just three clicks within five minutes.
  • Introduce a direct messaging feature for customer support.
  • Optimize the interface for older users with larger text and guided steps.

DESIGN PROCESS

  • Wireframing & Ideation – Created low-fidelity wireframes to map out user flows and optimize key interactions.
  • Iterative Prototyping – Designed high-fidelity mockups based on feedback from internal staff acting as test users.
  • Usability Testing – Conducted usability tests with staff members who were also Sanlam customers. Their feedback guided further refinements.

SKETCHES

Designing this app was something I hadn't done before so it came with a lot of confusion and sketching my ideas helped a lot. The onboarding screens gave me a lot of issues because I was confused on how to design a PROJECT for the OLDER people & in a very proper corporate environment.

sketches1
sketches2
sketches3
sketches4

INFORMATION ARCHITECTURE

Ensuring the application is well-organized stands out as a crucial factor, significantly streamlining the design and development processes. Such organization becomes paramount given the continual integration of new features into the platform over time. A notable instance of this is the app's functionality enabling customers to purchase policies directly.

information architecture

USER FLOW

Different flows for different actions that can be done on the app will be shown so as not to overload and complicate things. The actions and flows that will be accounted for are:

arrow

Onboarding / Login / Sign up flow

arrow

Make a Claim flow

arrow

Make Payment flow

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Get Help flow

Onboarding / Login / Sign up flow

Easy onboarding and login is very necessary to not drive the customers away. So, use of Phone number became the choice.

Onboarding flow

Make a Claim Flow

A solution was made to make customers make claims successfully on the app without having to call customer care or go the office physically.

Claim flow

Make a Claim Design

Make a claim design

Make a Payment Flow

To pay premium on policies used to be very traditional, they either used to go to the bank or call the agent to do it, but now, customers can go on the app and click any policy they want to make a payment for.

Make a payment flow

Make a Payment

Make payment

Get Help Flow

Getting to customer care is very essential for a company that has over 500,000 customer base. So, instead of having to go to social media or going physically to the office, there is a solution that sends message directly to the customer care.

Get help flow

Get Help Flow

Get help flow 2

HomePage/Dashboard.

The homepage screen for customers that have or have had AT LEAST 1 POLICY with us

home page dashboard

HomePage/Dashboard.

The homepage screen for customers that have NO POLICY with us

home page dashboard

Policy Details Screens.

The Policy details screen are displayed to show information on the policy in 2 parts:

home page dashboard

Other Screens.

home page dashboard

Design System

Design system serves as a single source of truth which groups all the elements that will allow the teams to design, realize, and develop a product. For this product I will show the color palettes, typography, icons used. This is known as the style guide and it was consistent throughout the product.

Color Palatte

Neutral Colors

25

#FCFCFD

50

#F9FAFB

100

#F2F4F7

200

#EAECF0

300

#D0D5DD

400

#98A2B3

500

#667085

600

#475467

700

#344054

800

#1D2939

900

#101828

950

#0C111D

Primary Colors

100

#E6F1FA

200

#D9EAF7

300

#B0D4EE

400

#0075C9

500

#0069B5

600

#005EA1

700

#005897

800

#004679

900

#00355A

1000

#002946

Other Colors

100

#ECFDF3

100

#067647

100

#E6F1FA

100

#7A5AF8

100

#EF6820

100

#FFE7E0

100

#D92D20

Icons

Icon 1

KEY SOLUTIONS & IMPACT

  • Policy Management Simplification: Customers can now see their active and past policies directly from the homepage, improving accessibility and reducing confusion.
  • Seamless Premium Renewal: The process was redesigned to be completed in three simple steps, reducing the time required to renew policies from over 10 minutes to just five minutes.
  • Customer Support Integration: A direct messaging feature was added, allowing users to contact support without navigating through multiple screens.
  • Enhanced Accessibility for Older Users: The UI was optimized with larger text and guided steps, ensuring a more inclusive experience

RESULTS & LEARNINGS

  • Observational research and internal feedback can be valuable even in the absence of formal user studies.
  • Streamlining essential processes like policy renewal can greatly enhance user experience.
  • Designing for accessibility benefits all users, not just a specific demographic.

Exploring a new product idea? Looking for ways to improve your product? Send a mail to:

QUDUSOWOADE@GMAIL.COM
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TOBIOWOADE.COM

UX/UI Designer

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Designed by Me, Developed by Habeeb Owoade