Mission

The project goal was to update the interface and user experience for the client’s customers. We also wanted to take the opportunity to build the application using our preferred coding languages and frameworks.

We wanted to provide a white-label quote journey platform to be adopted by their multiple lines of business and their sister brands.

With Angular being our preferred front-end framework, we recommended using Ionic as a base where appropriate to provide customers with a familiar interface for their device and to enable the project to be scalable should the client want to allow their customers to complete the quote journeys via a native mobile application.

We identified areas of the quote journey that required improvement and clarity. Over the years, the existing forms had tweaks and rules dripped into the application. We felt this was the opportune moment to ensure the rules were as clean as possible. We wanted the shared styling and logic to be controlled at the highest point possible to make the codebase lighter and future changes as smooth as possible.

The client also requested new features, such as dynamic advertising.

Launch Control

We collaborated with the client throughout the QA phase of the project.

Our role was to organise test plans and complete manual testing to ensure the application’s functionality worked as expected on the defined browsers and operating systems and was responsive at the defined breakpoints.

The client was responsible for ensuring the quotes were returned from their quote engines accurately and that the leads were fed into their systems as required.

Success Indicators

We could determine the project’s success via the use of Google Analytics.

We had the benefit of monitoring form conversions and dropoffs for many years, giving us a vast pool of data and trends to benchmark performance against.

Our strategy was to release the form for a specific line of business and use the historical data to evaluate the performance. Keeping the other lines of business on the old version of the application allowed us to sanity-check the trends, which could tell us whether conversion rates were improved globally or isolated to the upgraded line of business.