Guardian Life Insurance Company
Several key simplification initiatives turned complex insurance documents into a user-centered onboarding and service experience. View the case study.
- Simplified Proposal System
- Welcome Kit
- Plain-language Whole Life Policies
- Premium Notice Redesign & Messaging Simplification
Simplification work that started in Personal Lines was extended to Commercial Insurance and Agency Markets, then codified in new brand standards and writing guidelines.
Agency Markets Communications Architecture
Following a major shift in the company’s distribution process, led the strategy, design and content work to support a new communications architecture.
Billing and Correspondence Redesign
Strategy, architecture, iconography and templates for Personal Lines premium notices and correspondence.
Commercial Markets Communications Architecture
Strategy, architecture and designs for simplified Commercial Markets marketing materials.
Personal Lines Onboarding Experience
Strategy, content and designs for a print-on-demand Welcome Kit that replaced multiple, disparate communications.
Voice and Tone Guidelines
A comprehensive brand book documents the new design approach and also contains a “how-to” approach to plain-language writing.
We partnered with the world’s largest Property/Casualty insurer in their enterprise-wide, multi-year initiative to consolidate and simplify service documentation.
A new, simplified design system provided consistency for tens of thousands of forms maintained by the organization.
Created a consistent customer experience through clear, concise language and design templates covering hundreds of disparate letters generated by multiple systems.
Hands-on training for multiple groups of content creators, including members of the Legal, Compliance and Regulatory teams.