Demystifying Annuities

The project focused on creating a comprehensive, user-friendly online portal for American Equity and Eagle Life, two sister companies in the insurance and financial services sector. The portal serves as a central hub for customers and agents to efficiently manage contracts and annuities. In addition to designing an intuitive user experience, I developed a versatile visual identity that aligns with each company's brand colors and motifs. The project included crafting a robust interface for agent activities and a simplified, accessible view for customers, particularly catering to individuals in the later stages of life.

American Equity and Eagle Life customers and agents face challenges in efficiently managing contracts and annuities due to a lack of a centralized online platform. The existing systems are fragmented and not user-friendly, making it difficult for users, particularly those in the later stages of life, to navigate and access important information.

Develop a centralized, user-friendly online portal for American Equity and Eagle Life that enables customers and agents to efficiently manage contracts and annuities. This portal will feature intuitive navigation and accessible design elements, ensuring a seamless experience for users, especially those in the later stages of life. By consolidating information and resources, we aim to enhance user satisfaction and streamline contract management.