insurance

Creating clear and straightforward documents for exceptional customer experience

When your customers need to call on their insurance, it’s not something they had planned for and is most probably a situation they could do without.

Making sure they can easily understand the cover their policy provides, in the face of increased awareness around comprehension and scrutiny into the clarity of financial products and services, is fundamental.

Balancing a myriad of needs from regulatory requirements, propositions set in the general direction of value for money and retention, to operational demands for maintaining often extensive content, can lead to frustration with document formats that are inflexible and onerous to manage.

“TriPartum has industry recognised expertise… they are independent, with no vested interests, credible, honest and fair.”

BGL

Work

We’ve worked for leading UK insurance firms to provide design services.

These services demonstrate best practice for those seeking to embed principles of Treating Customers Fairly alongside a regulatory environment for transparency and disclosure.

Making documents look good is just part of the picture. We look at the entire document production process and are able to provide strategic advice on print, mailing and digital operations.

Outcome

We’ve created better ways to present information to aide comprehension while extending organisations brand values of being easier to do business with.

With a close eye on implementation and operational processes we’ve teased out document complexity to develop a flexible and robust design approach alongside delivering comprehensive advice and guidelines for ongoing document production, maintenance and review.