Case study · Campbell Ewald
Making Insurance Easier to Navigate

Redesigning key customer journeys to improve accessibility, simplify complex information, and create a more intuitive mobile experience for older users.

RoleUX Specialist
TypeConsumer · Mobile
TagsAccessibility · Usability
Mutual of Omaha mobile screen

Context

Campbell Ewald partnered with a large insurance provider to modernize key digital experiences used by prospective and existing customers.

Many key customer journeys were difficult to navigate on mobile devices. Complex information, inconsistent experiences, and accessibility challenges created friction for users, particularly older adults.

This project focused on improving accessibility, simplifying key user journeys, and creating a more consistent experience across devices.

Goals
My role
UX/UI DesignWireframing & PrototypingResponsive DesignAccessibility ImprovementsCross-functional collaboration

Discovery + define

Understanding the experience

To identify improvement opportunities, I reviewed existing customer journeys across desktop and mobile experiences. I focused on high-traffic interactions such as obtaining quotes, exploring coverage options, and navigating informational content.

Medicare Solutions homepage
Medicare solutions — homepage
Whole Life quote landing
Whole Life quote — landing page
Whole Life quote form
Guaranteed Whole Life — quote form
Coverage pricing carousel
Coverage pricing — selection carousel
Key findings
Information density
Users were often presented with large amounts of insurance information, making it difficult to quickly identify relevant content.
Mobile friction
Workflows that worked on desktop became harder to complete on smaller screens due to layout and interaction constraints.
Navigation clarity
Users needed clearer pathways to move between educational content, coverage information, and conversation-focused experiences.

Addressing the challenges

01
Simplifying Complex Information

Insurance products often involve large amounts of information, making it difficult for users to quickly understand coverage options and make informed decisions.

To improve comprehension, I introduced clearer content hierarchy, visual grouping, and supporting infographics that helped users digest information more efficiently.

Before
Old FAQ — dense list
Old FAQ — dense list
Before
Old benefits — desktop list
Old benefits — desktop list
After
New benefits — swipeable cards
New benefits — swipeable cards
After
New FAQ — clean accordion
New FAQ — clean accordion
02
Improving Mobile Usability

Many key customer journeys worked well on desktop but became difficult to complete on smaller screens due to dense layouts and interaction constraints.

I redesigned critical experiences for mobile-first consumption, prioritizing readability, touch-friendly interactions, and streamlined workflows.

Before
Old quote form — desktop
Old quote form — desktop
Before
Old articles — desktop grid
Old articles — desktop grid
After
New quote — input screen
New quote — input screen
After
New quote — result screen
New quote — result screen
After
New resource center
New resource center
03
Creating Clearer Navigation Paths

Users often needed to move between educational content, coverage information, and conversion-focused experiences. Existing navigation patterns made these transitions difficult to discover.

I simplified navigation structures and introduced clearer pathways to help users find relevant information and complete tasks with greater confidence.

Before
Old nav — hamburger menu
Old nav — hamburger menu
Before
Old nav — expanded state
Old nav — expanded state
After
New nav — dropdown expanded
New nav — dropdown expanded
After
New nav — right-aligned
New nav — right-aligned
After
New nav — tab bar
New nav — tab bar

Final experience

The final redesign brought together improvements across accessibility, information hierarchy, and mobile usability to create a more intuitive insurance experience.

Homepage

A clear entry point

One clear message. One action. Less friction for users who may only visit once.

  • Prominent hero with a single conversion action
  • Clear product navigation immediately below the fold
  • Accessible type sizing and contrast for older users
Homepage hero Homepage hero
Step 1 — about you Step 1 — about you
Step 2 — adjust coverage Step 2 — adjust coverage
Monthly payment mode Monthly payment mode
Coverage amount mode Coverage amount mode
Quote flow

Turning a form into a conversation

Instead of a dense form, users fill in the blanks — a familiar pattern that makes complex data entry feel conversational.

  • Mad-lib format reduces perceived complexity
  • Two-step flow separates personal info from coverage decisions
  • Interactive slider gives instant price feedback
Information architecture

Simplifying complex content

Swipeable cards and a clean accordion let users pull information at their own pace rather than being pushed through it.

  • Swipeable card format makes benefits digestible one at a time
  • Accordion FAQ reduces visual clutter without hiding content
  • Resource center card layout supports browsing without overwhelm
FAQ — expanded answer FAQ — expanded answer
Resource center Resource center
Navigation — expanded Navigation — expanded
Navigation

Finding the right path

A flatter structure with inline sub-category expansion — fewer taps to reach any destination.

  • Flat top-level nav reduces cognitive load
  • Inline sub-category expansion avoids full-page nav takeovers
  • Consistent interaction patterns across all product areas

Outcomes

Impact
  • Improved accessibility and usability for senior users
  • Established reusable patterns for the broader redesign effort
  • Created a more consistent experience across devices
What I learned

This project reinforced the importance of designing for clarity. Insurance experiences often require users to navigate complex information and make important decisions, making accessibility and information hierarchy critical to the overall experience.

Rather than focusing solely on aesthetics, the challenge was helping users understand, navigate, and act with confidence across a variety of customer journeys.

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