Role: Lead Designer

Company: Achieve

Project Scope: M

The GOOD app, acquired from an insurance company, was designed by an agency unfamiliar with native experiences. It was meant to serve as a lead generator as well as a tool for users that were ineligible for our products. I worked closely with my product team to redesign key areas of the experience which resulted in the following:

  • Lead rates doubled at 14%
  • Credit page pull through was up by 58%
  • Personally Identifiable Information (PII) pull through, with updated content was up by 38%
  • The Digital Enrollment Experience (DEX) increased to 4.4%
  • Enrollment rate increased 1.09% vs 0.7% target

Problem

  1. The GOOD onboarding flow was too long and pull through rates declined with the additional friction. Screens lacked compelling value props that would encourage users to provide credit and Personally Identifyable Information (PII).
  2. The Dashboard needed to be refined with prominant objectives and value props.

Goal

Increase DEX start rate, credit pull, PII pull through and enrollment rates.


Action

User Experience Refinement & Initial Testing:

I approached this product as a huge opportunity to refine and define the user experience. Other teams experimented with different graphical representations of a user’s debt and its projected growth. Initially, we used a graph on the app’s landing screen and during data loading, but it only resulted in a small (less than 2%) increase in acquisitions. After analyzing past performance on both the app and website, we found that bar graphs actually performed better on the web, so we tested this format in the app.

Design & Micro-interaction:

I was able to design the graph in a manner that tied in with other graphic elements in the app. I created a micro interaction as the bar graph animated into another chart on the following screen. The bars transitioned smoothly into the offer screen, as well as the credit pull/loading screen, showing an immediate lift in user engagement.

Onboarding & Dashboard Refinement:

Once the onboarding process was refined, we turned our attention to the dashboard. We integrated Spinwheel, an API for credit data, but still required users to connect their accounts via MX for deeper insights. We faced challenges displaying the available data from Spinwheel while encouraging users to complete the next step. Additionally, empty states across the app were identified as missed opportunities, which I began addressing while redesigning the dashboard.


Results

In the first month we exceeded KPIs for new member acquisition by 10%. We also bumped up our app store ratings by half a point to 4.6. Drop off rates within the initial onboarding dropped by 12%. We saw a 12% increase in users creating a debt plan.

FULL CASE STUDY


Skills

  • UX Vision
  • UX/UI Design
  • Design system integration

Project Feedback

“Kim has consistently excelled in her role as a UI/UX designer. She is exceptionally approachable and always willing to lend a hand or share her expertise. Her availability and willingness to help team members have made a significant difference in our work environment. Moreover, Kim’s pleasant personality and team spirit have contributed to a positive and collaborative atmosphere within our team.”

~ Product Manager