Project Name
Interactive Retirement Calculator
ABOUT THIS PROJECT
Interactive Retirement Calculator
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OVERVIEW
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The client shifted its strategy to focus on golden age customers and sought to offer a retirement calculator that would assist in lead generation. This tool aims to help potential clients understand their retirement options more clearly.
Project Details
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OVERVIEW
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The client shifted its strategy to focus on golden age customers and sought to offer a retirement calculator that would assist in lead generation. This tool aims to help potential clients understand their retirement options more clearly.
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Challenges & Opportunity
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In addition to UI and UX considerations, the project required cooperation with the calculator's logic to ensure smooth interactions. The interactive journey was themed, necessitating that all questions and answers align consistently with the chosen theme. This presented an opportunity to create a cohesive and engaging user experience.
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Solution
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The introduction of the retirement calculator provided agents with access to a structured lead flow, enabling them to share this new tool with prospects and obtain insightful reports from their submissions. This feature is fully integrated with the client’s backend and lead systems, enhancing overall operational efficiency.