Pramerica

Pramerica

Pramerica needed to update their assisted sales journey to reflect new brand guidelines and help agents sell faster. We redesigned the experience to reduce friction, improve information clarity, and create a more modern, agent-friendly workflow.

Year

2024

Scope

Visual Design

Visual Design

Total Screens

50+

Enhancing Pramerica’s assisted sales UX with a faster, brand-aligned workflow.

Pramerica’s sales teams depend on assisted journeys to guide agents through policy selection and customer onboarding. The experience needed to be faster, clearer, and aligned with the updated brand. We redesigned both the web and mobile journeys with cleaner layouts and a stronger information hierarchy. The focus was on reducing cognitive load so agents could process complex insurance information without slowing down. The new designs closely followed Pramerica’s branding, ensuring visual consistency across touchpoints. At the same time, we introduced UX improvements that help agents make decisions more quickly and confidently. Forms were simplified, summaries were made more scannable, and interactions were designed to support smoother navigation through policy details and customer data. The result is an assisted sales experience that feels intuitive, polished, and significantly more efficient for agents in the field.

Building or scaling a fintech product?

We offer a complimentary UX audit for a small number of fintech teams each month.

EVOQ, WeWork Vaswani Chambers, Worli, Mumbai, India

Within 2–3 days, you’ll receive a clear, written UX assessment. Focused on immediate fixes, smart deferrals, and growth opportunities.

Building or scaling a fintech product?

We offer a complimentary UX audit for a small number of fintech teams each month.
Within 2–3 days, you’ll receive a clear, written UX assessment. Focused on immediate fixes, smart deferrals, and growth opportunities.

EVOQ, WeWork Vaswani Chambers, Dr. Annie Besant Road, Worli, Mumbai

Building or scaling a fintech product?

We offer a complimentary UX audit for a small number of fintech teams each month.

EVOQ, WeWork Vaswani Chambers, Worli, Mumbai, India

Within 2–3 days, you’ll receive a clear, written UX assessment. Focused on immediate fixes, smart deferrals, and growth opportunities.