Raquel Figueiredo.
← Back to work Case Study 04 — Insurance · Financial Services

Bradesco Seguros

Two years inside Latin America's largest insurance company — a customer gamification platform, a retirement-planning simulator, and the broader digital-health and financial-protection portfolio around them.

Roles
Mid-Level → Senior UX/UI Designer
Timeline
May 2017 – Sept 2019 (2 years, 5 months)
Department
Digital Transformation & Innovation
Tools
Adobe XD, Axure RP, Photoshop, Illustrator

Business context

Bradesco Seguros is the largest insurance company in Latin America, a 100% Brazilian company and part of Grupo Bradesco — one of the country's most valuable brands. I worked for two years in the company's Digital Transformation and Innovation department, first as a Mid-Level and later as a Senior UX/UI Designer, partnering with Business Analysts, Stakeholders, and front-end and back-end developers across a wide product portfolio.

Personal Retirement Income Planning Simulator

Personal retirement planning — known in Brazil as Previdência Privada — is one of Bradesco Seguros' most sought-after and sold products. This simulator let customers and prospects run their own online simulation without visiting a bank or insurance agency, in three steps: define the goal, define the plan, see the projected result. I ran benchmarking and UX research, created personas and the user journey, and used A/B testing to refine the flow — defined against the Bradesco Seguros Design System. The simulator brought measurable results in lead generation and retirement-plan contracts.

Mockups above are an original recreation of the simulator's information architecture and flow, built for this portfolio — not exported production screens.

My activities

Methods used: A/B testing, Design Thinking, Design Sprint, Lean UX, Agile/Scrum.

Gamification Platform — "BS Play"

A proposal from the Digital Transformation department's UX and UI team: a gamification layer inside the Bradesco Seguros app, rewarding customers with kits, symbolic medals, and points redeemable at the Clube de Vantagens Bradesco Seguros — reinforcing the brand and customer loyalty through everyday engagement.

Release 1 — before the Design System caught up

The first release didn't follow Bradesco Seguros' style guide. Its layout read closer to a mobile video game than an insurance app, and Stakeholders and Business Analysts in the Digital Transformation department didn't accept it well.

Release 2 — realigned to the Design System

Release 2 followed the UX proposal made in the wireframe stage and Bradesco Seguros' actual Style Guide and Design System. The concept dropped the "heavy" game look for a clearer, more credible execution — the final delivery had more than 30 screens.

The decision this taught me Release 1 was a reasonable gamification concept that failed for a brand reason, not a UX reason: it didn't look like something an insurance customer would trust. Rebuilding it inside the existing Design System — rather than defending the original visual direction — was what got the platform accepted and shipped.

UX Proposal for SDPRO — Intranet Portal

SDPRO (as it was initially called) was an initiative from the Digital Experience team to create an intranet portal for the Bradesco Seguros Digital Solutions Directorate — engaging and defending the work of the people inside the Digital Transformation area. My participation was focused as a UX Designer, working primarily on a navigable UX wireframe with the team.

Other representative work

Outcome

Evidence note — case details reflect what's documented in these projects' public Behance case studies. Not all Bradesco Seguros projects can be shown here for reasons of confidentiality.

What I learned

A gamification concept can be right and still fail if it doesn't speak the brand's visual language — Release 1 of BS Play taught me that "fun" and "on-brand" aren't optional trade-offs for a regulated financial product, they're both required. This experience across health, auto, pensions, and protection products is also where I first practiced adapting my process to the product instead of running one method by default — a habit that shaped every case study after this one.