Useful statements and forms 

Forms and statements are functional documents − but with the right focus, can also help to build your brand. They have the potential to impress, even delight, your customers.

The Simplified process

• We test statements and forms with users, and gather any other data available
• We analyse the data and use our insights to plan prototypes
• We apply researched techniques to create content that’s easy to use and useful
• We continue to test with users in an agile way, so that we can refine as we create
• We build the writing and design elements in modules, so our projects can have an impact across large sets of content

Some examples of our projects

• Application forms for diverse target audiences, from low literacy customers to financial planners
• Clear, concise statements for a ‘pay-as-you-drive’ car insurance company
• A commission statement for financial advisers that simplified amounts and fee structures, and gave easy-to-use summaries
• An insurance application and quotation with clear titles, clear summaries of benefits and premiums, and terms written in plain language This was able to be implemented immediately as it was designed within existing systems constraints
• Many schedules and statements for the insurance industry
• A  blue-sky visual aid for long-term insurance to help consumers to make the right decisions about very complex products