CSAA · Chief Product Designer · Team: +1 · Time: 3 Months (2018) · UX, UI, User Research
A Make Policy Changes dialog that asks one question at a time: a progress stepper on the left, the policy’s drivers or vehicles on the right, and a card that walks through adding a driver, where a replacement vehicle is kept, and whether it is owned, financed or leased. Submit a change and the new premium appears on the policy, with the difference spread over the bills still to come.
Wireframes
How the policy-change interview works, sketched: the paths it takes, its two working screens, one choice about where it opens, and one state.
The path follows the change A flow from the question "What would you like to change?": a driver change runs Drivers, Assign Drivers and Review & Finish; a vehicle change runs Vehicles, Assign Drivers, Coverages and Review & Finish; both end at Submit change and back to your policy. The path follows the change Drivers Assign Drivers Review & Finish Add or remove a driver What would you Submit change like to change? Vehicles Assign Drivers Coverages Review & back to your Add, remove or replace a vehicle Finish policy Coverages only appears when a car is added or replaced. 1 Steps from answers A driver change takes three steps; a vehicle change adds Coverages. 2 Nothing committed before Submit The change only lands on the policy at Submit. 1 The path follows the change. Two kinds of change, two paths, one interview.One question inside its card A wireframe of the policy-change dialog over a dimmed portal: a stepper at left, the Vehicles step with a Lexus card asking how it is held, Leased selected with a lessor follow-up, and a premium box at right showing the new price and its change. One question inside its card Make policy changes CAAS204718263 Start over 1 Vehicles Vehicles Add and remove the vehicles listed on your policy Your premium 2 Assign Drivers -2012 Toyota Camry 2015 Lexus ES 350 Cancel Replacing 2012 Toyota Camry $2,946.00 per year +$88.00 3 Coverages Kept at your residence My Lexus is: from $2,858.00 Effective Oct 18 4 Review & Finish Owned Financed Leased Who is it leased with? Name of lessor Kettleby Auto Leasing Street address Zip code Back Enter the lessor's name, street and zip code. Next 1 One question at a time Each answer opens the next question inside the same card. 2 The follow-up rises Picking Leased raises the lessor question; Owned would skip it. 3 Next says why it's off The line beside it names what's missing. 4 Priced as you go The new premium and its change sit beside the card. 2 One question inside its card. Replacing a car: one question at a time, priced as it goes.Who drives each vehicle? A wireframe of the Assign Drivers step: a matrix of four vehicles against three rated drivers with one filled radio per vehicle row, an occasional-driver row of checkboxes, a line about the excluded driver, and a disabled Next with the line that names Sam Rowan as the missing assignment. Who drives each vehicle? Make policy changes Drivers Who drives each vehicle? Pick each vehicle's primary driver. Every driver on the policy needs a vehicle, or can be an occasional driver. 2 Assign Drivers Alex Rowan Age 44 Morgan Rowan Age 42 Sam Rowan Age 24 · new 3 Review & Finish 2020 Mazda MX-5 Miata 2002 BMW M5 2004 Ford F-350 2012 Toyota Camry Occasional driver Theo Rowan is listed as an excluded driver and isn't covered to drive, so can't be assigned. Back Pick a vehicle for Sam Rowan or mark Sam Rowan as occasional. Next 1 Every car has a driver One primary per vehicle; a replacement keeps the old car's driver. 2 Every driver has a car Or is marked occasional; the blocking line names the person. 3 Who drives each vehicle?. Assigning drivers to vehicles, with the rule said by name.Where Edit policy opens Two options side by side: the intro question with its two big options and the started change set aside, struck through; and the dialog reopening on the Lexus card where it was left, with Start over circled, chosen. Edit policy, with a change already started? What would you like to change? Make policy changes Start over 2015 Lexus ES 350 Add or remove a driver Replacing 2012 Toyota Camry My Lexus is: Owned Financed Leased Add, remove or replace a vehicle Who is it leased with? Name of lessor Kettleby Auto Leasing the started change is set aside The intro question The Lexus card, where it was left Picking up the change in progress saves the visitor's work; Start over is one click away. 4 Where Edit policy opens. Resuming a change instead of starting again.Submitted The done screen after Submit change: a success banner with a check mark, a premium box showing the new price and its change, the added driver, a proration line, a primary Back to your policy button and a Make another change link. Submitted state: after Submit change Make policy changes Your change is effective Oct 18. Your premium Added driver Sam Rowan. $3,329.00 per year +$471.00 from $2,858.00 Effective Oct 18 For the rest of this term: +$80.01 (+$40.01 on your 10/19 bill and +$40.00 on 11/19). Back to your policy Make another change 1 Known before Submit Review showed this premium and date before anything was committed. 2 The bills follow The difference is spread over the remaining bills in Payments. 5 Submitted. The change submitted, and where it shows up next.Mockups
Its 7 mockups step with the arrows under the picture.
