mobile and desktop mockup image of mylo's updated insurance quoting experience
mobile and desktop mockup image of mylo's updated insurance quoting experience

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Mylo

Reducing Quote Drop-Off in a Bundled Insurance Flow

Reducing Quote Drop-Off in a Bundled Insurance Flow

ROLE IN PROJECT:

Product Designer

PROJECT YEAR:

2022

WORK DONE:

UX Strategy / Journey Mapping / Flow Redesign / Interaction Design

OUTCOME:

81% fewer pages / 16% faster quotes / 5% fewer support calls

problem

problem

The bundled home and auto quote flow had high drop-off due to excessive manual input, duplicated questions, and a fragmented experience across multiple flows. Customers struggled to complete the process, delaying quotes and increasing support burden.

Hypothesis

Hypothesis

By reducing the length of the buy flow and introducing pre-fill elements, customer conversion would increase, time to quote would decrease, and overall frustration would be reduced.

APPROACH

APPROACH

  • Audited the full bundled quote journey to identify friction and redundancy

  • Designed simplified architecture flows to align stakeholders on experience changes

  • Prioritized reducing page volume and manual entry before adding new features

  • Planned fallback paths when third-party pre-fill data was unavailable

THREE TOUCHPOINTS. ONE BROKEN VISUAL SYSTEM.

THREE TOUCHPOINTS. ONE BROKEN VISUAL SYSTEM.

Auditing the existing flow exposed excessive page volume, personal information required too early, and duplicate questions across home and auto. We documented everything before proposing a single change.

PRODUCT PAGES WERE THE FIRST IMPRESSION. THEY NEEDED TO HOLD.

PRODUCT PAGES WERE THE FIRST IMPRESSION. THEY NEEDED TO HOLD.

Pre-fill surfaced customer data automatically to reduce manual entry — but we built an explicit opt-out for users uncomfortable with data pulls, and a full fallback for when Mylo's budget suspended the feature entirely.

MEMBERS HAD EARLY ACCESS. THE EXPERIENCE NEEDED TO MATCH THE PRIVILEGE.

MEMBERS HAD EARLY ACCESS. THE EXPERIENCE NEEDED TO MATCH THE PRIVILEGE.

Multi-vehicle quick select let users confirm pre-filled vehicle data in one step instead of re-entering it manually — the biggest single reduction in input friction.

CHECKOUT TO CONFIRMATION. NO FRICTION, NO SURPRISES.

CHECKOUT TO CONFIRMATION. NO FRICTION, NO SURPRISES.

We removed optional questions, hid fields that didn't apply, and surfaced pre-filled home data for quick review. Users could confirm or correct — not re-enter from scratch.

THE LAUNCH NEEDED A VISUAL SYSTEM MEMBERS WOULD RECOGNIZE.

THE LAUNCH NEEDED A VISUAL SYSTEM MEMBERS WOULD RECOGNIZE.

The final experience unified home and auto into a single bundled flow. Pre-fill, reduced pages, and multi-car quick select all built on top of this structural decision.

Outcomes

Outcomes

Reducing page volume in the quote flow

Eliminating duplicated questions and merging two separate flows into one cut the experience from 32 screens to 6 — an 81% reduction. The biggest gains came from pre-fill, removing manual entry steps that had no business being in the critical path.

Faster time to quote

With fewer screens and less manual input, customers reached their quote 16% faster. That speed improvement was a direct result of the decision to reduce before we added — we didn't layer new features onto a broken flow.

Support call reduction

Agents spent 5% less time chasing missing information post-quote. Pre-fill surfacing accurate customer data upfront meant fewer gaps that required a follow-up call to close.

Stakeholder impact

The redesign delivered on Mylo's original scope and made the case for UX investment internally, so Mylo increased the UX budget and continued our partnership for additional projects.