Travelers — Claim XD

Gen Z & Insurance: UX Research Capstone

Role
Design Lead
Timeline
Summer 2024
Scope
UX Research · Survey Design · Data Analysis · Wireframing · Figma Prototype
103
Survey Respondents
85%
Value Insurance Coverage
64%
Lack Confidence in Insurance Knowledge
47%
Learn Best from YouTube

As Design Lead on the Travelers Intern Capstone team, I led the end-to-end design process for a research initiative exploring how Gen Z interacts with insurance. Working alongside four interns across research, project, and design roles, we surveyed 103 Gen Z respondents aged 18–27 to uncover pain points, preferences, and knowledge gaps around insurance products. Key findings showed that while 85% of Gen Z values having insurance coverage, 64% don't feel confident in their understanding of it. Gen Z learns primarily through video and online platforms — YouTube (47%), social media (21%), and online communities (20%). Using Design Thinking techniques including brainstorming, affinity clustering, and an impact-difficulty matrix, our team designed a 3-day online workshop solution called "Understanding Insurance" — built specifically for Gen Z, jargon-free, and promoted through social media. I led the wireframing and Figma prototype for the mobile and desktop web experience, presenting the final solution to Travelers leadership at the end of the internship.

01

Project Breakdown

Problem
How might we leverage digital channels to understand and address the unique insurance needs of Gen Z, fostering trust and transparency through clear, jargon-free information?
Solution
A 3-day online workshop — Understanding Insurance — providing Gen Z with engaging, interactive sessions promoted through social media and designed in Figma.
My Role
Design Lead: Led wireframing, Figma prototype design for mobile and desktop, and contributed to visual storytelling across the full 36-slide capstone presentation.
Outcome
Final solution presented to Travelers leadership. Research showed Gen Z prefers video and online learning — our workshop format directly addressed this insight.
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Full Presentation

TRAVELERS CAPSTONE
UX Research · Summer 2024
Travelers Intern Capstone Project
Gen Z's interactions with insurance · 36 slides · Presented to Travelers leadership
View Full Presentation