BoagMcCann

Prudential application form design

Sector

Financial/investments

Returns on investment
  • Reduced application form length from 16 pages to 8 pages
Other projects for this client
  • Bill and statement design
Project tags

Our Investment Plan application forms for Prudential minimise the burden on customers by integrating answers provided by the customer from their initial quotation.

By reducing completion errors they also ensure customers’ funds are invested as quickly as possible.

Before: 16-page application form

After: 8-page form with attached illustration

RELATED WORK

MetLife
 
Improved the form-filling experience for investors and IFAs for MetLife.
CLIC Sargent
 
Simplified process for claiming Disability Living Allowance for CLIC Sargent.
Combined Insurance
 
Streamlined multi-product application form for Combined Insurance.
Office of the Public Guardian
 
Reduced the number of Lasting Power of Attorney forms submitted with errors from one-in-three to one-in-eleven.
Prudential
 
Streamlined investment process for Prudential UK.