Advice with Quote Form

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18 Jul 2012
Posts
458
Hi everyone,

I'm re-designing our company website. We sell Insurance so i'm looking to optimise the process. Currently we have a form with around 30 questions on it, it is split between 5 pages.

You fill in 1 page, submit, it is validated and you move on.

I'm moving away from this process and i'm using Angular JS (first time i've used it so i'm learning at the same time).

Could do with some advice / help on how to optimise this for best practice / highest conversion / lowest dropouts etc etc etc.

Do I:

1) Keep it how it is, fill in a mini form, submit, validate, if everything is ok present the next mini form on a different page. (Current method).

2) Similar approach fill in mini form, submit, validate, but using JS hide the previous form and present the new form.

3) Validate on the move, show next questions immediately after validation is complete. Would this then give the impression of a never ending form?

4) Show all questions immediately

I'm thinking at the minute of having 1 page, that has mini areas. I hate how it currently has to reload a fresh page.

When the page is loaded expand the first section, when that section is complete, the second section is expanded and the first is minimised.

I'm trying to avoid the user seeing everything and walking away because of the length of it so I think if they see 3 sections with BUY at the end, it'll give the impression it is a quick and simple process.

What would you guys recommend? Any examples that you like / don't like?

Thanks for your help :cool:
 
Is this a large company that you are working for? Is the form going to be used by a lot of people? I ask this because really, the best way to answer your question is testing by real people. So, create the various mockups you need for testing, and get some real people in to test them, and watch how they get on. This is the only way to find out what is really happening, otherwise you will be making assumptions based on personal preferences.

This is a big area, and there are lots of Conversion Rate Optimisation resources available, there's a good of list of them at:

http://www.webref.eu/conversion-rate-optimisation.php
 
Not huge, and certainly not the people that would provide useful feedback. Might be worth us developing a few, and running them side by side to get conversion rates etc and pick the more successful one.

We're currently getting around 2000 filling in the form at the minute, conversion rate from quote to sale is about 25 - 30%.

We're the only company offering this on the web at the minute so now is the time to dominate and get it right. There's no reason why we can't double or even triple the number of sales.

Thanks for the link mate, i'll take a look later!
 
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