A financial protection company hired LunarLab to improve the user experience for both end-users and advisors, focusing on form modernization and process streamlining. The scope included:

• Design an intuitive, seamless app flow that ensures end users have a positive experience with the app and easily understand what they need to do within the app
• Streamline the ability for advisors to find and use the correct annuity forms, creating an experience that is both fast and accurate, while giving a competitive edge in form modernization
• Conduct usability testing to more deeply understand customer needs
• Design a visually appealing experience with usability improvements aligned with the customer feedback received
• Create developer-ready designs with the goal of enabling a faster, more cost effective, and less risky development phase