From paperwork to pixels
01 / 06 — The old way
Insurance used to weigh a briefcase.
Agents arrived with stacks of forms. Clients signed page after page, made copies — then waited days for approval.
02 / 06 — The turning point
One tablet replaces the paperwork.
Keep scrolling — watch the forms disappear into a single digital tool agents can carry anywhere.
03 / 06 — Two audiences
One tool, two audiences.
Every screen had to work in a live sales conversation — for the agent driving it and the client watching.
- Instant, personalised quotes
- Application tracking
- More clients per day
- Compare plans side by side
- Sign on screen in seconds
- No more waiting for approval
04 / 06 — The flow
Four taps from quote to cover.
The redesigned journey compresses a multi-day paper process into one guided conversation.
05 / 06 — The app
Meet the AIA sales app.
Personalised plans, side-by-side comparison and e-signature — built for iPad, used in the field.
06 / 06 — Impact
Paper out. Results in.
The numbers agents and clients felt immediately.
AIA — Health insurance
Insurance sales, made truly digital.
AIA Group, Asia's largest life insurer, is a Hong Kong-based multinational insurance and finance corporation — comparable to Manulife, Canada's largest insurance provider. I designed the sales tool that took their process from paper to pixels.
01 Summary
What was delivered, and how
Role
- UX Lead
- Interaction design
- Visual design
- User flows
- Rapid prototyping
Deliverables
- Problem-defining workshop
- Fully-detailed journey map
- Wireframes
- User-interface designs
- High-fidelity prototype
Tools
02 The problem
How do you make buying insurance faster, easier, and truly digital?
Traditionally, buying health insurance was a tedious experience — agents arrived with a briefcase full of documents, requiring clients to sift through pages, sign multiple forms, make copies, and then wait days for approval.
This outdated process was inefficient, time-consuming and prone to errors, creating friction for both agents and clients.
03 The solution
From briefcase to one tap
As the lead designer, I reimagined the agent–client journey end to end — replacing stacks of paperwork with instant personalised quotes, in-app signatures and real-time application tracking, working closely with research, product, engineering and leadership.
04 Outcomes
The results, measured
What changed after the new insurance app rolled out.
Want the full story?
The complete case study is available on request.
Research artefacts, process, iterations and learnings — I'd love to walk you through the details of AIA Health in person or over a call.
