Allianz Life Insurance

Introduction

This was a project commissioned to help users understand what a RILA is and help them navigate to which one they want to lean more about.

Situation

We needed a re-design on this page due to getting the viewer to find what they need in sequence. These details in research and findings were in order of finding the login, finding a contact and FAQ’s. Those were the top needs of a financial professional. This also includes also our business goals which was to ultimately get the user to pick up the phone and call.

Solution

A solution came about after a lot of research with the teams in collaboration. This meant talking to the business leaders, sales teams, user testing and analytics.

This originally was flushed out in wireframes, then into a fully flushed out design. I do not have the working files for this due to company legality reasons.

First, was to map out the hierarchy of the page, starting with the why RILAs and what it can offer.

The second section is to add the main needs of the user after introducing what this page is all about. Here is where I added the main links in case the user is ready to do those. As some users are very familiar with our products and some are not at all. By adding the contact is key for the main CTA in the hierarchy, but users also tend to click on the Log in and FAQ links. This is known by in studying the previous page and this is how we can also direct them to speaking to customer service in the end. This page is mainly informational and talking to a representative is going to help the user further. I also added this at the bottom of the page so it’s in two different places. After studying the original page, the user rarely makes it to the bottom of the page in heat maps.

Third, is where RILAs are explained and stating the different between what an annuity is and a RILA is key to understanding how the products works.

The fourth area is getting into the details of what each product is and deeper in the information as so the user can research on their own to find out more on each product when they do indeed speak to their representative on their individual needs. I categorized them into two different brackets. “Accumulation solutions and Income solutions” to help the user know the main differences between each and help with cognitive load in organization.

And lastly, I added the two links below for a main CTA in case they have more questions or our main goal of the page, to get users to contact Allianz.

Services

• Design

• Wire-framing 

• Figma

• Adobe Illustrator and Photoshop