Movestic

Partner webb - Overview page redesign

Background

The Head of partner sales claimed that partners (förmedlare/brokers ) didn’t want to spend time on our partner web.
How can we encourage more partners (förmedlare) to use our partner website and inlogged services?

Goals

1. Show our partners that we offer services that are easy to use and can help them reduce their workload.
2. We aim to be a digital frontrunner in our industry, setting new standards that make more partners want to work with us.
3. Our goal is to enhance customer satisfaction and build a stronger brand, encouraging more partners to advocate for Movestic and our solutions. Thus spread the word about our solutions to their clients.

Key Insights / Findings

• Sensitive information visibility: Brokers (förmedlarna) are concerned about sensitive client data and key business metrics being displayed on the homepage, especially when they log in alongside a client.
• Search functionality: While brokers value the search box, first-time users struggle to locate it.
• Ongoing tasks are overlooked: The section for ongoing tasks is actually very important to brokers, but most users had never noticed it.
• Life insurance section accessibility: Brokers handling life insurance frequently have to scroll down to find the relevant section, indicating poor discoverability. Many had never used it cause they didn't know where to find it.
• Primary use cases: Brokers mainly use the partner website to access client information and review insurance policy overviews, but also to handle life insurances.

Before

Problem Solving and sketching

Once I had identified the user needs and pain points, and analyzing the insights, I began sketching the new solution. I made several key changes:

Ny design

• Color and layout: First and foremost, we wanted to move away from the lavender color, which had been overused by previous designers, and instead focus on our primary brand color — Cherry.I chose a clean layout with plenty of white space to make the most important elements on the overview page stand out.
• Search functionality: I decided to move the search bar to the left and make it clearer that it’s a search field. Initially, I considered placing it as a icon in the navigation bar, but this search is quite unique — it’s not meant for navigation or finding subpages. Instead, it’s specifically designed to help brokers quickly find insurances, clients (both corporate and private), and agreements. That’s why I positioned it directly below the navbar for better visibility and accessibility.
• Ongoing cases (tasks): I created a dedicated section for ongoing cases, positioned at the top for immediate visibility. From the interviews, we learned that tracking ongoing cases is very important for brokers and administrators. This section also serves as a notification area when new cases require attention. Our goal was to encourage brokers to actively engage with the partner website and recognize how it can make their administrative work easier and more efficient.
• Regional contact person: During the interviews, we discovered that brokers appreciate that personal contact with us. Therefore, I designed contact cards showing each broker’s regional contact person, making it easy for them to quickly find who to call without being redirected — saving time and improving the experience. But also for them to see the face of the person they will be having contact from now on.
• Services: Since we found that life insurance is one of the most frequently managed products, we wanted to make it as easy as possible to access right after logging in. I also highlighted our other services to remind brokers that there are more useful tools available to support and simplify their work.
• News section: Last but not least, I designed a news list that displays the latest regulations and important updates from Movestic. So brokers and admins never miss out on the latest information.

Movetic website redesign - Case study, coming soon....