Intact Insurance
A six-step account setup and quote for commercial trucking insurance
The guided flow brokers use to open a commercial trucking account and quote coverage.
- Role
- UX/UI designer
- Scope
- Account setup, Eligibility, Product selection, Quoting
I designed the account setup flow brokers use to bring a trucking client to Intact and quote coverage. It splits a long application into six steps, listed down the left, with Save and Exit always in reach.
How the flow runs
Set up the account
Look the client up instead of retyping them.
Check eligibility
Plain-language questions in the broker’s words.
Choose products
Product choices and the client’s fleet shape the quote.
Quote
Set limits and benefits.
1Set up the account
A lookup fills in the client’s details, and what the system already knows arrives pre-filled.
2Check eligibility
Like every section, eligibility opens with plain-language questions instead of form labels.
3Choose products
Product choices and the details of the client’s fleet build the quote.
4Quote
The broker then sets limits and benefits.
Account setup, steps three to fiveThe rest of the flow.Password required