ILI.DIGITAL

Providing A Safe And Accessible
Digital Touchpoint For Future Planning

Providing A Safe And Accessible Digital Touchpoint For Future Planning

A brand new approach to inheritance planning.

A brand new approach to inheritance planning.

A brand new approach to inheritance planning.

Helping the insurance industry to safely and securely take care of the sensitive generational topics as simply as possible before it is too late in the future.

Analyzing the pain points

Generational advice is a complex and sensitive process. A lot of people find it extremely difficult to manage and take care of their estate until the point where it is too late to do anything about it. The solution should be to structure an approach to understand the sensitivity and privacy of this sector and make these important tasks less overwhelming, as well as more digital.

The solution should be to structure an approach to understand the sensitivity and privacy of this sector and make these important tasks less overwhelming, as well as more digital and completely data and insurance compliant.

Analyzing the pain points

Generational advice is a complex and sensitive process. A lot of people find it extremely difficult to manage and take care of their estate until the point where it is too late to do anything about it. The solution should be to structure an approach to understand the sensitivity and privacy of this sector and make these important tasks less overwhelming, as well as more digital.

A Simple And Accessible Solution

Through a simple guided process in their own protected environment, people can store their most important data in the WebTool in a pleasant User Experience (UX). This data is made available to an advisor as a GDPR-compliant report that can then be used to help the advisor provide targeted advice to the user..

We have developed a highly functional digital solution for insurance companies that they can provide to their customers to allow them to easily and most importantly, safely, fill out any important forms digitally. The user has full control over what information is input into the software and has the power to make sure that their wishes are respected in a clear manner to avoid potential conflict between friends or relatives in the future.

Allocation of private assets

A way to allocate personal belongings to the required destination in the future, whether they have monetary or emotional value or not.

Family Tree

This service provides a tool to create a family tree with the possibility of including whoever is wanted by the user.

Finances

All finances are covered in different segments under this umbrella. This includes not only current bank accounts, but also loans, savings, as well as the possibility to plan future donations if that is what is wanted by the user.

Health and Illness

The allocation of the responsible person(s) in case of hospitalisation or illness that requires health decisions that the user is unable to make for themselves due to their condition.

These are all things that many people may find hard or awkward to talk about, and so the idea is to be able to allow insurance companies to provide all of this generational advice digitally, so that the user can educate themselves from the comfort of their own homes.

A Digital Solution

Through a simple guided process in their own protected environment, people can store their most important data in the WebTool in a pleasant User Experience (UX). This data is made available to an advisor as a GDPR-compliant report that can then be used to help the advisor provide targeted advice to the user.

We have developed a highly functional landing page to allow users to easily and most importantly, safely, fill out any important forms digitally.

Impact

There has been a significant increase in requests for generational advice in insurance. The quality of the data received as well as the productivity in consulting has also increased due to users being more willing to take the time to give accurate and detailed data and the overall number of calls is being reduced.

Impact

There has been a significant increase in requests for generational advice in insurance. The quality of the data received as well as the productivity in consulting has also increased due to users being more willing to take the time to give accurate and detailed data and the overall number of calls is being reduced.

The attractiveness of having all documents in one extremely safe and secure place where only the dedicated people are able to access it, brings heavy peace of mind knowing that everything is taken care of for the future.

The quality of these encounters is improving due to the time saved when filling out simple digital forms instead of having these awkward conversations over the phone or face to face.

Key success factors
User-centric design and design research

Sensitive development of data input with sensible user guidance and an extremely careful review and selection of design options.

The overall program has been carefully designed and thought out by our UX designers, to ensure the correct message is sent and the user feels at ease and comfortable during the process. This is achieved by the calming colour scheme and seamless flow through the pages.

Digital integration

The consulting tool integrates seamlessly into everyday consulting and can be used directly to create added value.

Experts at ILI.DIGITAL

  • TIM // Senior Strategist
  • OMAR// Project Manager
  • ORAKARN // Senior UX Designer

Project duration

ILI.DIGITAL follows a clear strategy which exactly defines how long single processes take. Therefore, the time required for a project is easy to estimate.

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            Thank you!

            Why don’t you leave a message to us or simply leave your contact details. Our team will reach you out.
            Yerim
            Design Researcher

            meet Yerim who is specialised in design research.
            Vera
            CMO
            meet Peter who is specialised in topic of gamification.