Eco-design and inclusion study
Discover
Multi-brand client spaces
Helping customers feel confident in their financial decisions through clear and intuitive client spaces.
About the project
Design and delivery of several white-label life insurance client spaces: a unified UX shared across brands, then declined into brand-specific UIs, each adapted to its identity.
Time
6 months
Team
1 designer
Services
UX/UI Design, Design Thinking, UX Research
My role
Competitive analysis and sharing of best practices
Preparation and facilitation of workshops with business and technical teams
Design of wireframes and interactive mockups (desktop and mobile)
Organization and analysis of user testing sessions
Context
Life insurance is a complex field that mixes legal jargon, financial stakes and high emotional load. Customer journeys in this sector often tend to be confusing and anxiety-inducing, while clients mainly expect to feel guided and reassured.
Problematic : How to design white-label client spaces with a unified UX across brands, while delivering UIs that reflect each brand’s identity?
Key challenges
- Define a shared UX across brands while allowing brand-specific UIs without fragmenting the experience
- Align stakeholders from multiple brands and functions (marketing, legal, technical, IT) around common journeys
- Quickly ramped up on a complex and highly regulated domain.
I don’t know much about life insurance… When I log in to my client space, I need to be guided and reassured. Since the decisions I make involve my money, I want to be sure I’m not making a mistake.
Client
Methodology of this project
The project was structured into severals design sprints of 1 to 2 months, with a recurring 4-step cycle:
User Research
- Conducted user interviews to capture expectations and pain points
- Analyzed quantitative data and customer service feedback related to the client space
- Built and refined personas to guide the design process
Analysis & inspiration
- Reviewed existing journeys
- Shared industry benchmarks to inspire teams and open the discussion
Inspiration examples were renewed at each sprint depending on the topic, while personas remained the same to ensure consistency across the project.
Ideation & design
- Ran co-design workshops to define shared user flows
- Designed wireframes and mockups (desktop and mobile)
Each screen was delivered in two final versions, one per brand, but always based on a shared UX foundation.
Delivery & validation
- Validated mockups with internal teams (marketing, legal, technical)
- Quick iterations to integrate feedback before production.
Result
To preserve client confidentiality, the interfaces shown here have been altered and all identifying details blurred.
The project resulted in
- A coherent user experience regardless of brand identity
- Successful alignment across diverse stakeholders (marketing, legal, technical, IT)
One of the main challenges was designing for two products with different technical and business constraints, while ensuring a unified and consistent user experience.
Designer’s note
What I learned
Here are the lessons I carry forward into future projects.
Immersing in a complex domain
Rapidly learning the specificities of life insurance enabled me to design accurate and relevant journeys despite the technical complexity.
Designing white-label products
Defining a unified UX while creating brand-specific UIs was both a methodological and organizational challenge.
Balancing design pace and organizational constraints
Coordinating with many stakeholders taught me to align my work with sprints and adapt to varied team rhythms.
