Mobile Learning: Fundamentals of Insurance

Help a couple learn the basics of Insurance by answering the many questions of their grandchildren!

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I worked with 2 subject-matter experts of an insurance company to create a course on the basics of insurance. The company is run by an association, of which all clients are necessarily members. The course is intended for its very active adherents, who often organize prevention-oriented events for other members. Most of them are young retirees wanting to use their skills and knowledge to promote health and well-being. The training had to be available on desktops, tablets, and mobile devices.

To comply with my non-disclosure agreement, I have omitted confidential information in this case study.

Tools used for this project: Storyline 3, Camtasia 9, JavaScript, Adobe Illustrator.

All characters from the course

My role: Making complex information available to all, on all devices

Organize, break it down, build a scenario

The goals of the course being very clear from the start, I simply organized them and broke them down into sub-objectives. Then, with the help of 2 subject-matter experts, I created a discussion context in which an elderly couple has to answer the numerous questions of their grandchildren about insurance. Learners have to choose the best answer among several offered by exploring the information given to them, as well as the web.

Work method depends on context

It was the subject-matter experts’ first elearning project, so we decided on an approach based on backward design. Focusing on the desired outcome allowed us to prioritize content and keep relevant elements only. I then created storyboards, and designed the module in Articulate Storyline 3. It was validated by all experts and tested twice by learners before it was ready to launch.

Less is more

We decided on a very simple interface. Colors were based on the company logo, and the two compatible fonts were selected for their readability. The course being primarily intended for mobile use, I chose to enlarge them for reading comfort, especially since our primary target audience was made up of seniors. All interactive elements also shared the same design to be identified quickly.

The course was made with Articulate Storyline 3

What I learned

  1. Using children as characters allows you to use simple vocabulary and imagery in a very natural way.
  2. Making learners pull information on their own allows them to think about the bigger picture.
  3. Testing is always crucial, but especially when designing for mobile devices.