Tlotliso
Morethi

Santam

Santam's first digital quoting experience

Discipline
Design
Year
2023 – 2024
Role
UX/UI Designer
Client
Santam via MakeReign
Impact
25% more quotes completed

Buying vehicle cover from Santam meant phoning a broker and waiting. We built its first web quote journey, and two design libraries under it, from nothing. Quote completion rose 25%.

The Santam web quote journey on a laptop and a phone
01.Web quotes on desktop and mobile
Quote journeys from Lemonade, 123.ie, Pineapple and three more insurers
02.Benchmarks, from Lemonade to 123.ie
Wireframe: about you
Wireframe: the recommended cover
03.Wireframes, which doubled as the test prototype
Tell us about yourself: name, marital status and ID number, with a consent note
How much do you drive: a mileage slider showing SmartPark eligibility
The quote: R1 726pm, with comprehensive, third-party fire and theft, and third-party cover
04.After testing, clearer ID entry, mileage and cover
Poppins specimen: characters and the three weights
Santam palette: santamyellow #FEBD27, lemonyellow #FFD747, goldenyellow #F99C15, dayblue #277EFC, nightblue #161C91, santamblue #152044
05.Poppins, and the palette
Grids, typography, tables, cards and messaging from the Santam design system
06.The design system
The in-journey assistant
07.The in-journey assistant
Quote screen: adjust your excess, add tracking devices and optional add-ons
Quote basket with a vehicle quote and options to add a building or contents
08.The quote, adjustable, and a basket for several
Verify your profile: enter the code sent to your phone
Tell us about your vehicle, by registration number or make and model
Please share a few more details: finance, modifications and use
09.Log back in, pre-filled details, one step at a time
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