Form Engineering in Legacy Systems: How to Beat Abandonment Rates in Insurance

Purchasing or issuing an insurance policy is one of the most complex challenges a product manager can face. These are Legacy systems that have to collect dozens of medical, financial, and personal data points under rigid Conditional Logic. The average user experiences a great deal of frustration, and abandonment rates on these forms are among the highest in the market. In the work for Menora Insurance, the product breakthrough centered on smart step-by-step architecture and reducing visual "noise." Carefully designed dynamic input fields that change in real time based on the user's answers, combined with clear progress indicators, turned a burdensome bureaucratic process into a smooth, intuitive experience that increases the conversion rate of the organization's digital product.