Insurance broker portal content template
Tests how people group your content, so navigation matches their thinking. Use it when you are planning or reorganising a site, app or help centre.
- Type
- Open sort
- Cards
- 12
Cards participants sort
- Renew my policy
- Make a claim
- Update my address
- Add a named driver
- Download my certificate
- Change my payment date
- Get a quote for a new policy
- Cancel my policy
- Report a change of vehicle
- Speak to a claims handler
- View my no-claims discount
- Complain about a decision
Groups
Open sort: participants name their own groups.
Questions
Frequently asked questions
What's in the insurance portal card sort template?
12 cards for a fictional insurance broker portal, set up as an open sort so people create their own groups.
Can I change it?
Yes. Replace the cards with your own content, switch to a closed or hybrid sort, and add categories. The example is only a starting point.
How many people should I test with?
For a card sort, 15 or more participants gives clearer patterns. With fewer, treat the groupings as hints.
Do I need an account?
No. You can build, preview and download without signing in. You only sign in to share a link or save your work.