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
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.








