SteadyDrive

Rewarding Safe Driving with Savings

Mobile App / UX • UI 

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About the Project

Time Frame
Q2 2023 – Q1 2024

Client
SteadyDrive

Role
Lead Product Designer

Team
Loeb
Giuseppe Vittiglio, Design Director
Margo Glover, Senior Project Management
Wendy Chan, Director of CRM

ZenDrive
John Gray, Customer Success Manager
Kristy Nguyen, Product Designer
Chris Damon, Director of Product

Gerardo Ramirez, Sr. Solutions Engineer
James McDaniel, Solutions Engineer
Hafiz Hafi, QBurst

SteadyDrive is a car insurance savings app that rewards safe driving habits with discounted rates from multiple insurance providers. The Loeb product team was assigned the challenge of redesigning the 2022 app for 2024, transitioning it from its reliance on the Steady app affiliate marketplace to a fully independent mobile app product with its own affiliate offers. This meant we To achieve this, we collaborated with ZenDrive and utilized their backend and assets from the IQL UI kit.

As the lead product designer, I led the redesign effort to enhance the overall app experience, focusing on motivating users to stay engaged and complete their test drives. This included introducing timely discounts throughout the test drive journey, strategically placed to boost engagement, foster repeat visits, and improve completion rates. Key improvements spanned the entire user journey, from onboarding and test driving to integrating compelling offers that reward safe driving and keep users motivated along the way.

🚗
The landscape of car insurance... 

Car insurance costs have been steadily increasing, impacting millions of drivers in the US. These rates are often determined more by factors such as age and credit score than actual driving behavior. To address this, some insurance companies developed apps that track driving habits, rewarding safe drivers with discounts. However, these apps typically limit discounts to a single insurer, creating a closed system. Cost-conscious drivers who prioritize safe driving can leverage SteadyDrive to explore discounted rates from multiple insurance providers, offering them more choices and potential savings.

Phase 1: Onboarding

Users who find the app without using the affiliate marketplace may not fully understand how it works. Also, some users drop off when setting up permissions.

Phase 2: Test Drive Journey

Users unlock their personalized insurance quote by driving normally for a few weeks. They also access safe driving tips to improve their driving and increase potential savings.

New Feature: Offers

Users could discover other available offers as they advanced through their test drive, staying motivated and getting rewarded for their test drive progress.

Phase 1: Onboarding

A successful onboarding process is crucial for SteadyDrive, as the test drive relies on all three required permissions being enabled. However, only 66% of new users had completed their onboarding process successfully. We needed to get those numbers up.

Audit

A move away from the affiliate marketplace means goodbye invitation link!
Context about SteadyDrive is two taps away (tapping Sign Up)
Unknown progress made in onboarding process
Inconsistent visual styling (see buttons)
onboarding-legacy-2

This flow does not show all 3 required permissions for onboarding

Proposed Designs

onboarding-1

What can I do on SteadyDrive?
Simplify actions by removing the invitation link and giving the option to learn about SD

onboarding-2

How does SteadyDrive work?
Learn about SD one tap away from the Welcome screen

onboarding-3

Why set up these permissions and how long will it take?
Explain their use and implement progress bar with option to set up later

onboarding-4

Done with setup, now what? 
Celebrate success, give next steps, and set expectations

See the prototype

🎉

These design updates led to a 32% increase in SteadyDrive users onboarding successfully.

Phase 2: Test Drive Experience

SteadyDrive is a "set-it-and-forget-it" experience once all permissions are enabled. Users simply need to drive as usual until they complete their test drive. However, our team saw an opportunity to enhance the in-progress test drive experience with four key goals:

  1. Highlight the driving performance score, allowing users to track their progress.

  2. Provide clear information on current status of their test drive and what to expect or do next.

  3. Offer educational tips on safe driving (based on ZD's backend).

  4. Celebrate the completion of the test drive and discount.

There are 3 stages of the Test Drive

Test Drive Not Started
When the user has not taken any trips yet.
Test Drive In Progress
When the user has taken at least 1 trip.
Test Drive Complete (2 Scenarios)
When the user completes the test drive and either qualifies or doesn't qualify for a discount.

Audit

While the driving performance score has more visual weight, it is concentrated at the bottom of the screen, which is less prominent.
The driving tips are hidden under driving performance score in the "breakdown".
The celebration of completing the test drive is understated.
The content blocks primarily consist of text and lack visual appeal.
legacy

Proposed Designs

td-1

Test Drive not started
Inform how to start and what will happen during the test drive

td-2

Test Drive in progress
Monitor driving performance, track progress, and get tips

td-3

Test Drive complete - Offer
Celebrate success, present offer, and share the savings

td-4-1

Test Drive complete - No Offer
Break the unfortunate news

I also collaborated with Wendy Chan to integrate in-app dialogs with her CRM strategy, including SMS and push notification campaigns.
This integration aimed to sustain user engagement throughout the SteadyDrive experience.

Permissions Handling

Permissions are integral to the SteadyDrive functioning correctly. Disabled permissions pauses the test drive, preventing the user from making progress towards discounts. To ensure the user is aware of disabled permissions, there are two types of in-app notifications:

  1. Error banners
  2. Error dialogs
error-1

Error dialog
When the user opens app from push notification OR opens app for the first time after location access is disabled.

error-2

Error banner
Pushs down all dashboard elements.
They (excluding Notifications) are persistent until the permissions have been granted.

error-3

Step-by-step instructions
Making it clear on how to reenable permissions

error-4

Test Drive paused
Dashboard elements driving (no pun intended) home the need to enable permissions.

New Feature: Offers

The new feature focuses on offering discounts or savings beyond the car insurance discount the user is working towards with the test drive. We decided to create a new screen accessible from the navigation bar to ensure it remains top of mind for users. The goals of this new screen are to:

  1. Keep the user informed about their progress towards completing the test drive.
  2. Highlight any additional discounts or savings that become available to users as they progress.

Proposed Design

offer-0-1
offer-1

Different messaging based on Test Drive progress/completion

offer-2-1

Alert badge if there is a new offer available. Disappears once user views the offers screen.

offer-4

Three status types that help users keep track of new offers.*

offer-3-1

The height of the offer bottom sheet adjusts dynamically to accommodate all available offers. If there are more than six offers, the height becomes fixed, and users can scroll through the offers within the space.

*Unfortunately, the status chips weren't implemented in the final build since there wasn't enough dev bandwidth.

Form Optimization

Users who do get a discount at the end of the test drive (Yay!) may need to complete a form to reveal their potential savings. The key challenge is to ensure that this form completion process is seamless, prioritizing ease and speed, while ensuring the accuracy of the information provided.

Multiple active fields
The stylized required fields with the purple borders are easy to mistaken as multiple active fields. 
Birth date calendar date picker
The form utilizes the native OS calendar picker, which requires a high interaction cost. It can be frustrating for users who choose dates far in past compared to dates closer to the present time.
Unconventional scrolling
The form devaited from the natural scrolling behavior on mobile. Instead of allowing users to scroll the entire screen, they had to scroll within the form area to reveal the full form before accessing the button for submission. This unconventional scrolling method often led to user frustration when attempting to swipe from the button area.
form-0-1

Proposed Design

form-1

An improved form with natural scrolling behavior.

form-improve-6-1

Quickly identify required fields
When one field is optional, all others are required.

form-improve-1-1

Familiar patterns
Utilize states for input field.

form-improve-2

Faster and easier completion
Implement related keyboards for each input field. Allow autofill and/or suggestions.

form-improve-3-1

Error prevention
Instantly validate each input field once it is filled.

form-improve-4

Date of Birth multi text input
Most basic and efficient way to enter a date further in the past.

form-improve-4

Identify missing fields
An active button paired with error messaging provides users an opportunity to find out which fields are missing and to fill them.

Design System

I created a design system from scratch utilizing variables after its introduction in Config 2023, which was an exciting announcement! This system helped unify the designs and significantly increased my design speed.

designSys

Alls well that ends well!

SteadyDrive users were super happy with the updates...

... is what I want to say but I won't be able to confirm definitively.

Unfortunately, tragedy struck in April 2024 when changes in company strategy eliminated the product and marketing teams. Despite this setback, SteadyDrive is still moving forward with implementing the changes. I am proud of the work we did and I am thankful for the knowledge, patience, and contributions of everyone at Loeb, ZenDrive, and QBurst to the latest iteration of SteadyDrive.

Made with XG -Howling on repeat 🐺

🌱 2024