Insurance Hub Website

Influencing Digital Adoption Through UX Strategy in a Complex Organisational Landscape

2020 Havas (Ekino London) | Research, strategy and UX design

Overview

While working with Havas for a large-scale marketing transformation project, we faced a unique situation: the client was undergoing digitalization, but decision-making was fragmented. My direct stakeholders had no control over end-to-end service delivery. Our challenge: influence internal adoption using UX strategy from the marketing side outward.

Overview

While working with Havas for a large-scale marketing transformation project, we faced a unique situation: the client was undergoing digitalization, but decision-making was fragmented. My direct stakeholders had no control over end-to-end service delivery. Our challenge: influence internal adoption using UX strategy from the marketing side outward.

Approach

I designed a UX-led persuasion strategy, grounded in user insight and service modeling.

  • Conducted stakeholder interviews to map decision ecosystems and internal resistance

  • Mapped current and ideal-state user journeys, surfacing key migration bottlenecks

  • Ran usability tests to show friction in current customer support flows

  • Produced modular content strategy and design system to future-proof implementation

  • Crafted persuasive UX narratives and assets to enable client-side advocacy

Approach

I designed a UX-led persuasion strategy, grounded in user insight and service modeling.

  • Conducted stakeholder interviews to map decision ecosystems and internal resistance

  • Mapped current and ideal-state user journeys, surfacing key migration bottlenecks

  • Ran usability tests to show friction in current customer support flows

  • Produced modular content strategy and design system to future-proof implementation

  • Crafted persuasive UX narratives and assets to enable client-side advocacy

Old vs New

Outcome

Despite not owning internal operations, our approach enabled:

  • A successful launch of the digitised service touch points

  • Internal buy-in from service leads and marketing

  • A flexible design system adopted across multiple departments

  • Shift of support and inquiry channels from offline to digital

Outcome

Despite not owning internal operations, our approach enabled:

  • A successful launch of the digitised service touch points

  • Internal buy-in from service leads and marketing

  • A flexible design system adopted across multiple departments

  • Shift of support and inquiry channels from offline to digital

Discover

Stakeholder requirements

Meeting the needs of marketing, technology, people & sustainability, insurance underwriting, claim management, and legal & finance

Marketing

  • Implementing data tracking for better insights

  • Ensuring global consistency in branding for a strong online presence


Technology

  • Developing a new customer portal for improved customer support

  • Making the website easy to maintain and integrate with other systems or portals


People & Sustainability

  • Supporting diversity initiatives and charity events

  • Attracting new talent with a strong online presence and company cultures


Insurance Underwriting

  • Providing localized insurance solutions for a more personalized experience

  • Enable customers to collect enough documents online


Claim Management

  • Improving the claims process with evidence of successful outcomes


Legal & Finance

  • Providing transparent reporting through annual reports

  • Managing company entities and names effectively

Stakeholder requirements

Meeting the needs of marketing, technology, people & sustainability, insurance underwriting, claim management, and legal & finance

Marketing

  • Implementing data tracking for better insights

  • Ensuring global consistency in branding for a strong online presence


Technology

  • Developing a new customer portal for improved customer support

  • Making the website easy to maintain and integrate with other systems or portals


People & Sustainability

  • Supporting diversity initiatives and charity events

  • Attracting new talent with a strong online presence and company cultures


Insurance Underwriting

  • Providing localized insurance solutions for a more personalized experience

  • Enable customers to collect enough documents online


Claim Management

  • Improving the claims process with evidence of successful outcomes


Legal & Finance

  • Providing transparent reporting through annual reports

  • Managing company entities and names effectively

Research process

Research process

Research findings

  • Brokers struggle with navigating the website to gather necessary information, leading to the need to contact internal teams or known underwriters.

  • Despite the use of online request forms, brokers still heavily rely on in-person networks and phone calls.

  • The right contact information is crucial, especially in situations where the familiar underwriter is not available.

  • Search functions and menus make it difficult to find the right product, leading brokers to prefer calling and having internal teams prepare paperwork for them for convenience.

Research findings

  • Brokers struggle with navigating the website to gather necessary information, leading to the need to contact internal teams or known underwriters.

  • Despite the use of online request forms, brokers still heavily rely on in-person networks and phone calls.

  • The right contact information is crucial, especially in situations where the familiar underwriter is not available.

  • Search functions and menus make it difficult to find the right product, leading brokers to prefer calling and having internal teams prepare paperwork for them for convenience.

Define

Streamlining business operations

Improving user experience, product navigation and employee outreach

The business agreement processes have been streamlined with the integration of planning, estimating, and contract agreements, leading to a more organized and efficient system. The actual delivery has been broken down into manageable sprints to ensure a smoother project flow.

Key focus:

  • Simplifying search functionality while retaining its power
    Highlighting company culture and team information for employees and potential customers

  • Providing digital tools and space for future growth

  • Improving website navigation and product references

  • Grouping products and product details for a user-friendly experience and quick access to relevant information.

Streamlining business operations

Improving user experience, product navigation and employee outreach

The business agreement processes have been streamlined with the integration of planning, estimating, and contract agreements, leading to a more organized and efficient system. The actual delivery has been broken down into manageable sprints to ensure a smoother project flow.

Key focus:

  • Simplifying search functionality while retaining its power
    Highlighting company culture and team information for employees and potential customers

  • Providing digital tools and space for future growth

  • Improving website navigation and product references

  • Grouping products and product details for a user-friendly experience and quick access to relevant information.

Design & Iteration

Customised components

An easy-to-follow guide for the marketing team to enable hassle-free updates of the website

  • Conducted a low-fidelity wireframe to determine the number and types of templates needed

  • Outlined the components to fit the information architecture and navigation flow, as identified by user journeys

  • Aligned the template grid and component sizes to ensure proper placement

  • Incorporated real content into the wireframe for iteration and refinement with front-end lead and visual designer

  • Finalized the mobile version after properly defining the information hierarchy.

  • The final design was created in collaboration with the visual designer to incorporate new branding and style, then created final library.

Customised components

An easy-to-follow guide for the marketing team to enable hassle-free updates of the website

  • Conducted a low-fidelity wireframe to determine the number and types of templates needed

  • Outlined the components to fit the information architecture and navigation flow, as identified by user journeys

  • Aligned the template grid and component sizes to ensure proper placement

  • Incorporated real content into the wireframe for iteration and refinement with front-end lead and visual designer

  • Finalized the mobile version after properly defining the information hierarchy.

  • The final design was created in collaboration with the visual designer to incorporate new branding and style, then created final library.

Final results

Collaboration with Developers

Close collaboration with developers to align on design details and quality.


Deep discussions on:

  • Global/local website structure

  • Language support

  • Search ranking

  • Content labeling

  • Component behavior and restrictions at CRM back office.

Final results

Collaboration with Developers

Close collaboration with developers to align on design details and quality.


Deep discussions on:

  • Global/local website structure

  • Language support

  • Search ranking

  • Content labeling

  • Component behavior and restrictions at CRM back office.

Page templates wireframe

Page templates wireframe

Deliver

Responsive design

Please see the final website at: https://www.libertyspecialtymarkets.com/gb-en

Responsive design

Please see the final website at: https://www.libertyspecialtymarkets.com/gb-en