We co-designed an insurance product with Grupo Coppel

Coppel Protection Club

Together with Grupo Coppel, we redesigned a clearer, more competitive, and more relevant insurance product for millions of customers throughout Mexico.

Product Design, UX & UI Design

Challenge:

Grupo Coppel, with a solid track record in financial services, sought to evolve one of its most iconic insurance products. The challenge consisted of redesigning an offering that had been on the market for over two decades to make it clearer, more competitive, and aligned with current customer expectations.

The challenge involved not only redefining the value proposition, but also improving the product user experience, ensuring that customers easily understood its benefits, could manage it properly, and perceived tangible value in their daily lives.

"More than redesigning insurance, we built a new way of talking about protection: simple, relevant, and relatable for millions of customers." - Innovation Team, Grupo Coppel

what do we achieve?

A more relevant and understandable product: We simplified the insurance structure and clarified its communication so that customers could easily understand the benefits and coverage.

A more inclusive offer: We created a modular strategy with different levels of protection, adapted to the realities and priorities of different customer profiles.

Validation with real users: We test new versions of the product in the field, confirming their desirability and improving their perceived value.

How did we do it?

We collaborated closely with Grupo Coppel's business, innovation, and customer experience teams to redesign the product from a holistic perspective. We combined research, business analysis, and co-creation to build an offering that would address the most relevant consumer segments, strengthen competitiveness, and improve product understanding and usage.

Through workshops and validations with real users, we transform a traditional product into a modern, clear and functional solution, designed to generate real and sustainable value for both the customer and the business.

Immersion

We analyzed the product's operational and commercial processes, and interviewed employees and customers across the country. This allowed us to identify barriers to understanding, misconceptions, and opportunities to strengthen communication and the user experience.

Exploration

We thoroughly analyzed customer perceptions and behaviors regarding the product. We identified different usage profiles and decision-making patterns that allowed us to understand how people actually interact with insurance, what elements build trust, and what generates doubt or leads to abandonment. This knowledge was key to redefining the product's messaging, coverage, and benefits.

Ideation

We led ideation workshops with the innovation, insurance, and customer experience teams at Grupo Coppel. Together, we generated and prioritized key value concepts, attributes, and functionalities, which were then incorporated into project documents validated by both the business and the user.

Definition

We designed a new, clear, and scalable product architecture that groups benefits and coverage into three levels of progressive protection. Furthermore, we defined the sales, usage, and internal communication flows, ensuring consistency between user experience, operations, and business strategy.

Construction

We developed a functional prototype that was validated with real users in the field. The tests allowed us to refine the value proposition, the support materials for advisors, and the key communication messages, ensuring a robust, desirable product ready to reach millions of people across Mexico.

Immersion

We led ideation workshops with the innovation, insurance, and customer experience teams at Grupo Coppel. Together, we generated and prioritized key value concepts, attributes, and functionalities, which were then incorporated into project documents validated by both the business and the user.

Exploration

We analyzed the product's operational and commercial processes, and interviewed employees and customers across the country. This allowed us to identify barriers to understanding, misconceptions, and opportunities to strengthen communication and the user experience.

Ideation

We thoroughly analyzed customer perceptions and behaviors regarding the product. We identified different usage profiles and decision-making patterns that allowed us to understand how people actually interact with insurance, what elements build trust, and what generates doubt or leads to abandonment. This knowledge was key to redefining the product's messaging, coverage, and benefits.

Definition

We designed a new, clear, and scalable product architecture that groups benefits and coverage into three levels of progressive protection. Furthermore, we defined the sales, usage, and internal communication flows, ensuring consistency between user experience, operations, and business strategy.

Construction

We developed a functional prototype that was validated with real users in the field. The tests allowed us to refine the value proposition, the support materials for advisors, and the key communication messages, ensuring a robust, desirable product ready to reach millions of people across Mexico.

Some of the projects we have done
MADE UNDER THIS METHODOLOGY

Let's talk about what we can

build together

Let's talk about it
that we can

build
together