Insurance UX

Help Customers Move from Insurance Questions to a Quote

Customers need clear information and a manageable path through the questions an insurance quote requires. Baymard’s insurance UX research helps your team evaluate sales pages, quote flows, forms and account interactions. Apply the evidence to your design decisions or commission an expert audit to identify improvements across your desktop and mobile website.

Book a call with our team to explore insurance UX insights.

Example Insurance site rated against Baymard's Insurance UX guidelines

Insurance UX research

Explore insurance UX guidance across sales pages, quote assessment, forms and self-service. Use industry examples and performance scores to support clearer, more consistent design decisions.

Insurance UX audits

Get a confidential review of your insurance website, with prioritized UX improvements and examples that help your team address issues across information, quote flows and account use.

Research Across the Insurance Website Journey

The insurance research examines how customers navigate information, work through quotes and use account features. Its published themes include form design, payment, accessibility and the interactions that connect these experiences.

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Insurance UX guidelines

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Industry UX performance scores

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Industry implementation examples

Insurance UX research

Help people understand their options and complete a quote

Insurance websites ask people to interpret unfamiliar terms while providing detailed personal information. Research can help your team decide what to explain, when to ask for information and how to present a quote. Explore guidance for provider sales pages, comparison journeys and the forms that connect them.

Explore research-backed guidelines, annotated examples and industry benchmarks to inform design reviews, briefs and the improvements your team wants to test.

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Examples of insurance websites studied by Baymard
Insurance UX audit

Find the priorities for your insurance experience

An insurance UX audit applies the research to your website through an expert review of insurance information and quote journeys.

Get prioritized findings, practical recommendations and implementation examples to help your team decide what to improve first. Discuss the journeys and any competitor comparisons you want included, and agree the scope with the audit team.

Explore UX audits

Illustration of insurance UX performance comparisons

Key UX challenges for Insurance

The insurance research examines how customers navigate information, work through quotes and use account features. Its published themes include form design, payment, accessibility and the interactions that connect these experiences.

Insurance Information & Navigation

Help customers find relevant insurance information and follow a clear route from an explanation of the offering into the next step.

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Quote Flow & Assessment

Review the sequence, presentation and interaction of quote questions so customers can understand what is needed and move through the process.

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Forms & Payment

Examine field design, validation, error recovery and payment interactions to make the application process easier to complete.

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Accounts & Self-Service

Help customers sign in, navigate account features and manage stored information through clear interfaces and useful feedback.

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Insurance UX questions

Which parts of an insurance site does the research cover?chevron-down

Coverage includes navigation and sales pages, quote flows, form design, payment, accounts, self-service and accessibility.


Does the research include insurers and comparison sites?chevron-down

Can an audit examine our quote flow?chevron-down

What do we receive after an audit?chevron-down

How should our team use the research?chevron-down

What Baymard clients have to say

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Testimonials
Capital One Logo
“I wanted to begin by saying how incredibly impressed I have been with the degree/depth of content shared on UX/UI best practices for eCommerce experiences. This has by far been one of the most valuable workshops I have ever attended in my professional career.”

Geoffrey Laux

Digital Product Owner at Capital One

Testimonials
GE Healthcare Logo
“I’m reviewing the report this morning and I am delighted. The recommendations are detailed and our resulting actions are clear. I’m excited to share this with the rest of the team!”

Donal Phipps

Digital Marketing Leader at GE Healthcare

Testimonials
Google Logo
“I just wanted to take a minute to thank you for the amazing work on this audit. You should know that this has been very well received internally and there’s a lot of excitement around adopting the ideas you have shared.”

Sudeep Agarwal

Growth Manager at Google Shopping

Testimonials
CVS Health Logo
“The UX audit was very thorough and valuable insights were provided. It's particularly helpful to know which recommendations are the most impactful and lower in cost. It's also helpful to see which issues are the biggest offenders and how we stack up to the selected competitors.”

Ariella Galvin

Sr. Digital Merchandising Manager at CVS Health

Testimonials
McAfee Logo
“Excellent, very thorough, great callouts!”

Jonathan Bleier

Senior Global SEO Manager at McAfee

Find the Friction in Your Insurance Website

Explore the insurance research or discuss an audit of your sales pages, quote flow and supporting account experience.