Thinking Like a Retailer Gives You A Competitive Edge and Pleases Your Customers At The Same Time...
Complete Broking has been built differently from most PAS and client portal platforms. The platform has been developed from the outset by analysing user journeys of real-world users and designing both the general user interface and the code that underpins it to address and support those use cases and processes.
The GUI has been extensively tested, analysed and iterated to ensure that critical tasks are easy to find and execute. The system's use for brokers and customers is natural and familiar and follows UX/CX best practices.
The client portal and any brochureware websites we create on behalf of our clients take much of their influence and design thinking from retail eCommerce. We have assumed from the start that the user is time-poor, ready to disengage and open to researching your competitors.
- On-page signposting such as navigation, placement of calls to action and any prompts are familiar, unambiguous and concise.
- Forms are designed with extensive conditional logic to reduce effort on the customer’s behalf.
- Content hierarchy, especially in the client dashboard and top-level navigation, is based on real-world requirements (the more regularly requested the content is, the more obvious it is in the content stack).
- Colour and type are used consistently with a clear hierarchy to inform and guide the user.
- The GUI supports white labelling and rebranding so the customer can maintain the screen relationship with its broker, not our platform.
- Forms and data are pre-populated wherever possible to reduce the workload for the customer. This includes the ageing of data such as financials and claims history.
- Automated notifications, cross-sells and up-sells are relevant and timely.
- Interactions and on-screen behaviours are familiar and designed to support the user, minimising on-screen clutter and allowing us to maximise font sizes, titling and rich media.