H&G
Hunt & Gather Digital
Digital Strategy & Experience Design
Life Insurance Customer Journey Map
Prepared for Wealthletics — As-Is & To-Be Analysis
Legend
Canada Life
PolicyMe
Wealthletics
Friction:VERY LOWLOWMEDIUMHIGHVERY HIGH
AI
AI TouchpointDecision Point
Branch / Fork
Drop-off
The Wealthletics lane has three flows. Flow 3 (trunk) is the full AI-guided advisor path. Flow 1 branches after Step 2 for self-directed users, and Flow 2 branches after Step 6 for a quick pre-filled application.
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