SBI Life

SBI Life

SBI Life wanted a digital experience that helps policyholders reconsider cancellations by understanding the long-term value of their policy. We designed an empathetic, educational journey that supports informed and confident decisions.

Year

2024

Scope

Visual Designs

Visual Designs

Total Screens

100+

Designing a retention-focused insurance journey for SBI Life’s policyholders.

Policy cancellations often happen when customers feel overwhelmed or believe they have limited options. We designed a dedicated microsite that speaks to users with clarity and empathy, focusing on education rather than persuasion. The experience uses infographics, simple comparisons, personalised scenarios, and clear financial illustrations to explain the impact of cancelling a policy. It also highlights alternatives such as delaying premiums, reducing instalments, or adjusting coverage. The tone remains transparent, supportive, and reassuring throughout the journey. The UX is structured to help users slow down, understand their choices, and make decisions they feel confident about. The result is a retention-focused experience that respects the user while reinforcing the long-term value of their insurance plan.

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.