Brainsome
Product design · 2023–2025

Requote

A clearer insurance journey, from early research to a live product.

Requote summary lets returning users review and edit their answers
QuickMatch brings available insurance quotes into a dedicated page
Requote offers an optional call for personal assistance
Role
Product Designer
Team
PM, Data, QA, 4 Engineers
Scope
Research, UX/UI, experiments
Stage
Research through production

What began as Car Insurance Research became Requote: a live, mobile-first insurance funnel. I worked from early form concepts through product iteration, improving lead value while keeping a long journey understandable and trustworthy.

01 / Retention

Continue where you left off.

+100% returning-user offerwall clicks.
+8% overall EPC.

Traffic analysis and feedback showed that roughly one in five visits came from returning users. They still had to complete the entire form again — even when very little had changed.

I designed a return path to review previous information, edit individual answers, restart or restore earlier offers. Existing cross-vertical data could prefill part of the profile, but users still needed a clear opportunity to confirm its accuracy.

The flow separates recognising a previous visitor from recovering their quotes. If the browser no longer has the earlier session, the person can look up their details instead of losing access to the return path.

Restore previous Requote answers Requote welcome-back explanation Editable returning-user summary in Requote

Retention / Entry & recovery

Different starting points, the same way back.

Returning-user landing page with a previous driver and vehicle summary and links to edit or start again
Recognised visitor — review the driver and car before returning to the available quotes.
Requote landing page with a ZIP field and a separate Get your quotes back link for previous visitors
No saved browser session — quote recovery remains available beside the new-quote journey.
Returning-user summary with an existing driver, no saved cars and an Add Cars and View Quotes action
Incomplete profile — keep the known details and ask only for the missing vehicle information.

02 / QuickMatch

Quotes without the interruption.

+12% overall EPC.
+120% offerwall clicks.

Usability testing showed that the popup after vehicle entry covered most of the screen and interrupted the full journey. It generated clicks, but could pull people away before they reached the more valuable final offerwall.

I moved QuickMatch offers to a dedicated page. The header first shows progress towards an initial quote, then becomes “My Quotes” with the number of available offers. A lightweight notification announces new matches without blocking the current question.

Overall clicks fell 4% while earnings per click (EPC) improved 12%. Fewer low-value QuickMatch interactions were an acceptable trade-off when more people continued to the final offers.

Vehicle selection in Requote with progress towards the first quote in the header Requote form with a persistent My Quotes entry point Dedicated Requote QuickMatch page

QuickMatch / Before & after

Keep progress in the same place.

Earlier Requote vehicle summary with separate About you, Quotes and Details navigation blocks
Before — several navigation blocks compete with the vehicle summary.
Updated vehicle summary with a compact first-quote indicator and segmented progress line
After — a compact first-quote indicator keeps the current task and the next milestone visible.
Earlier processing state with a central loading indicator and no form progress in the header
Before — processing replaces the journey context with a standalone loading state.
Updated processing state preserving the first-quote indicator and form progress in the header
After — the header preserves orientation through processing as well as question screens.

03 / Processing & calls

Another way to get help.

Calls contributed over 5% of monthly revenue.

Analytics revealed revenue potential in phone-based leads. Working with Business Development, we added a dedicated partner number, but the partner required a complete profile and calls lasting over 30 seconds.

This added processing complexity before the offerwall. I made the intermediate states clearer and introduced the call option without removing the route to online quotes for people who preferred not to call.

Form-to-offerwall conversion remained nearly unchanged, with a drop below 1%, while calls grew to just over 5% of monthly project revenue.

Requote processing progress states Optional insurance expert call prompt Requote personal assistance summary
Insurance expert assistance card with availability, a free-call action and a phone number
The assistance card makes the call route explicit rather than forcing it into the quote journey.

04 / Offerwall

Make comparison easier.

+18% form-to-click conversion.
+4% EPC.

Seven or eight nearly identical partner cards made choosing difficult. Session recordings showed hesitation, slow scanning and rage clicks, while delayed offer loading added another source of friction.

I simplified the cards, brought the comparison information forward and made the main action easier to find. Together with the team, I also worked on sorting and loading behaviour, then highlighted the recommended offer.

The redesign improved conversion from form submission to an offer click by 18% and EPC by 4%. Further iterations on presentation, sorting and recommendation produced another 8% more clicks and 3% more EPC.

Recommended Lemonade offer card with price and benefits Recommended Insurify offer card with a clear primary action

05 / Research foundation

Before the live product.

From form exploration to an editable, continuous journey.

Car Insurance Research: early concepts and wireframes for Requote.

I began with desk research into the U.S. insurance journey, competitor flows, proto-personas and job stories. The aim was to understand what the form really needed to ask — and where people needed more control, reassurance or a way to save their progress.

The main needs differed: first-time buyers needed guidance; households needed multiple cars and drivers; experienced customers wanted less typing and a faster route through familiar questions. This led to a modular flow with editable answers instead of a single, irreversible questionnaire.

I shared standalone concept screens with partners and potential users in interviews, before investing in an interactive prototype. Progress indication helped people orient themselves, and support for several vehicles was especially relevant.

Other ideas became less important after feedback. Inline explanations were appreciated but rarely requested spontaneously; a time estimate was useful rather than essential; and partners confirmed that ZIP entry was sufficient without automatic location detection.

Real-time policy pricing remained a hypothesis. People were interested but cautious about trusting it, and without direct insurer integrations we could not provide actual prices inside the form. That part of the concept was not implemented.

The three wireframe directions tested different ways to manage complexity: one question at a time with an answer summary; a continuous conversational history; and grouped questions with persistent section navigation on desktop. The conversational version was a lighter form, not an attempt to imitate a human agent.

The production work above developed the same themes further: preserve answers, make progress understandable and let people choose how to continue. Across a year of active development, the team tested and iterated on more than a hundred hypotheses; these four production chapters are selected examples.

Early InSure concept with an illustrated car, a time estimate and a location entry point
Early visual concept — exploring the entry point, expectations and a return path.
Early InSure concept grouping insurance and household questions with explanations and illustrative feedback blocks
Grouped questions with inline explanations.
Step-by-step form exploration with an editable overview of previous answers and a return to the current question
Step-by-step — one question at a time, with an editable answer summary.
Step-by-step vehicle question with searchable car makes and persistent access to the answer summary
The active question — search or choose a make, then continue without losing access to previous answers.
Conversational wireframe placing a single insurance question and its Yes or No answers near the bottom of the screen
Conversational starting point — the current question sits near the response controls.
Conversational form exploration with the current mileage question below a previous answer
Conversational — the current question follows earlier answers in a continuous dialogue.
Desktop insurance form exploration with grouped questions and Start, Cars, Drivers and Quotes navigation
Grouped desktop — related questions together, with the whole journey visible in the sidebar.
Desktop insurance wireframe with two cars in the sidebar, editable vehicle summaries and grouped ownership and mileage questions
Multiple vehicles — each car has its own editable summary while related questions stay grouped in the main area.
Early car insurance flow map connecting vehicle, driver, insurance history and contact questions
The original question map — vehicle, driver, history and contact branches. Open the image to inspect the full structure.