<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/7e1048f5-d02c-4067-88c8-1987866fbfa0/Vector_1.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/7e1048f5-d02c-4067-88c8-1987866fbfa0/Vector_1.png" width="40px" /> Hello and welcome to the Design Team at Bestow

Here, you can learn more about:

• our team
• our mission
• and more

You can also keep track of our current, completed, and future projects.

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What we do

Purpose

Life insurance is an old industry. Like really old. And the historic names have been doing it one way for a long time. Not us. We’re here to re-imagine the entire industry, creating game-changing tech, AI, ML, and platforms.

Our goal is to simplify a traditionally complicated product, and give more families than ever before access to affordable financial tools. Our incredible team is devoted to craft, cooperation, and making hard things easier.

Mission

Our mission is simple: To increase financial stability for everyone. We craft simple, easy-to-use experiences that help more people get access to better financial stability.

Who we are

Most recent projects

<aside> <img src="/icons/view_gray.svg" alt="/icons/view_gray.svg" width="40px" /> Consolidated Portal

Problem: Users face significant inefficiencies, spending excessive time logging in and out of three separate portals. This process hinders their ability to access critical information quickly, causing frustration and delays in service delivery.

Objective:

• Increase Operational Efficiency: Reduce the time spent logging in and out of multiple systems by at least 40%, enabling users to access information quickly and seamlessly.
• Enhance User Satisfaction: Improve overall user experience by minimizing friction points and simplifying workflows, leading to a more productive work environment.
• Streamline Communication: Facilitate better collaboration between underwriters and customer service teams by integrating necessary functionalities into one platform.

Key result:

The key result of the project is to achieve a 40% improvement in operational efficiency by consolidating the three separate portals into a single, user-friendly system. This will be measured by:

• Reduced Login Time: Decreasing the average time spent logging in and out of the system by 50%.
• Increased Task Completion Rate: Enabling users to complete tasks 30% faster due to streamlined workflows and reduced navigation barriers.
• Improved User Satisfaction Scores: Achieving at least an 80% satisfaction rating from users regarding the new portal's functionality and usability, as measured by post-launch surveys.

“One” Portal To Rule Them All

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<aside> <img src="/icons/view_gray.svg" alt="/icons/view_gray.svg" width="40px" /> Onboarding Users

Problem: We observed a significant drop-off during their user onboarding process, with a 25% abandonment rate. Additionally, feedback highlighted users’ concerns about the security of personal data, which contributed to hesitancy and disengagement. These challenges were adversely affecting user acquisition and overall conversion rates.

Objective:

• Reduce the onboarding drop-off rate to below 10%.
• Enhance users’ trust in the platform’s data security, increasing user satisfaction and engagement.
• Streamline the onboarding process to make it faster and more user-friendly.

Key result: Customers will be given an additional option at payment without being interrupted during the process of checking out.

Onboarding simplified

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<aside> <img src="/icons/view-off_gray.svg" alt="/icons/view-off_gray.svg" width="40px" /> Diving into ACH

Problem: Currently credit cards are the only payment method available on Bestow platforms. We are wanting to expand into a need for online banking options as a payment method for our customers.

Objective: Discover the UX flow for CP ACH and the best ways in which we could implement Stripe.

Key result: Customers will be given an additional option at payment without being interrupted during the process of checking out.

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<aside> <img src="/icons/view-off_gray.svg" alt="/icons/view-off_gray.svg" width="40px" /> Care basket ACH

Problem: Payments within Admin need to have ACH functionality.

Objective: Design how ACH will be implemented into payments for refunds, single payments and the removal of payments.

Key result: Complete all tasks for engineers.

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<aside> <img src="/icons/view-off_gray.svg" alt="/icons/view-off_gray.svg" width="40px" /> Re-send receipts

Problem: CX is able to re-send policy premium payment or refund receipts for each transaction through Admin Portal.

Objective: CX should be able to send a receipt to a customer through a button on the Billing tab. CX should be able to choose the correct receipt to send to a customer - that is, they should be able to send historical receipts as well and not just a receipt for the most recent transaction. CX should have the ability to turn on the automatic receipt feature for any given customer.

Key result: Have CX be able to easily re-send receipts to customers.

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