UX/CX Audit Checklist for Insurance
Sakin Kumar’s 🔥UX/CX Audit Checklist for Insurance Products🔥
Professional, Clear & Easy to Understand — Ideal for Design Teams, Product Managers, and Young Professionals
Why This Checklist Matters
Many users leave insurance platforms because they feel confused, overwhelmed, or unsure of what to do next. This checklist helps you build trust, simplify decisions, and improve user journeys — especially for digital insurance products.
It’s ideal for self-review, design audits, onboarding junior team members, or presenting to stakeholders.
This isn’t a generic UX list.
It’s built specifically for:
Product Designers trying to fix broken journeys
PMs who want smoother onboarding and more conversions
Stakeholders who ask: “Why is our drop-off so high?”
This PDF will answer everything..
Whether you’re working on quote flows, claims, or just cleaning up old UIs this checklist will help you spot gaps fast, build user trust, and explain design decisions with clarity.
Trust me if you design for the insurance space (or plan to), this will become your go-to file..
Let me know what you think once you’ve tried it 💬
Created by Sakin Kumar
Design Director | UX/CX Specialist | Insurance UX Expert
Website: sakinkumar.com