UX DESIGN
Modern Broker Application Form for Unisure Group
We created a smart, modern broker application form that adapts to user input, streamlining submissions and accelerating the onboarding process.
Project Overview
Unisure Group needed a fast, seamless, and modern broker application form to support their international network of insurance partners. The goal was to replace outdated paperwork with an intuitive online process that was efficient, user-friendly, and aligned with their brand refresh.
Client
Unisure Group
Timeline
2 weeks
Services
- UX/UI Design
- Form Logic Development
- Workflow Automation
The Challenge
The existing broker onboarding process was heavily manual, requiring back-and-forth communication, document handling, and admin time.
Key challenges included:
- Making the form dynamic and logic-driven to avoid overwhelming users
- Ensuring the form routed submissions to the correct internal team members based on inputs
- Maintaining a clean, professional design while capturing complex information
- Reducing paperwork and accelerating approval processes
Our Approach
We created a digital-first broker application form that simplifies onboarding while ensuring a professional and brand-aligned experience.
Designed a clean, minimal UI for a distraction-free form experience
Applied conditional logic to show or hide questions based on user input
Implemented backend workflows with multiple notification triggers to send completed forms to the appropriate departments
Focused on mobile responsiveness and ease of use across devices
The Results
The new form transformed a traditionally manual process into a smooth, automated workflow that accelerates broker onboarding and enhances the overall user experience.
- A significantly faster broker application process
- A seamless and modern experience aligned with the Unisure brand
- Clearer internal workflows and faster turnaround times thanks to logic-based notifications
- Reduced administrative burden and eliminated paperwork
Ready to Work With Us?
Let’s start a conversation about how we can help your business grow through exceptional digital experiences.