product designdata-driven

Reducing Quote Abandonment

An exit-intent system that turned permanent drop-off into recoverable opportunity

Every month, 65% of people who got an insurance quote left the site without buying — and we had no way to bring them back or understand why they left. I led the design of an exit-intent system that gave users a graceful exit and a path to return, turning a dead end into a second chance.

RoleLead Designer, UX Researcher
TeamProduct owner, User Research Team, Business insights, Development
Impact+10.8% saved quotes · in 6 months · validated post-launch
ToolsFigma, FullStory, BI funnel analytics

MVP

The shipped design

The Save & Continue Exit-Intent feature lets users save their progress mid-flow with a single tap. Accidental exits trigger a recovery prompt with the saved quote summary, eliminating the need to re-enter any information when they return.

The interaction is deliberately minimal: one prompt, one decision, no forced fields. Friction calibrated to the moment.

Mobile interaction
Annotated design sheet of the final Save & Continue feature on mobile: the "Save your quote before you go!" exit-intent prompt and the "Your quote is saved" confirmation, with callouts for trigger, function, mobile-first layout, minimal input, and clear copy
Final design · save and recover across sessions

Impact

Saved quotes

In 6 months post-launch

+0%

Quote-to-Bind conversion

Validated post-launch

+0%

A small, well-timed prompt did more for retention than a complex multi-prompt system would have — and gave us the instrumentation to design the remaining options with real data instead of assumptions.

The challenge

An opportunity hidden in 65% drop-off

As Sonnet shifted strategy toward retention and profitability, a critical problem emerged: users were abandoning the quote flow at alarming rates, especially after seeing their price. But the deeper challenge wasn’t just the abandonment — it was that we had no way to retrieve those users, and no way to understand why they’d left.

Where it hurt

🎯

Mounting drop-off

65% of quotes abandoned before bind, no recovery mechanism in place.

📈

Stiff conversion

Quote-to-Bind ratios stalled across acquisition channels.

👻

No re-engagement signal

Users who left were gone permanently. No data, no path back.

Discovery & research

Mapping every exit point

I started by mapping every possible exit across desktop and mobile — page-by-page, channel-by-channel — and partnered with the BI team to layer real funnel data over the map. The picture that emerged was consistent: most exits resulted in a complete loss of the user’s quote progress, with no instrument in place to recover or understand them.

Funnel analysis · past 30 days

Auto quote flow — where users drop off

41.6K users entered the flow · numbers consistent with trailing 12 months

Final conversion (bind)3.03%−4% vs benchmark
Avg drop-off per page30–35%across 8 pages
Biggest single leak−64%at Package Select · price reveal
Price IntroducedFirst time users see the cost
Auto quote flow conversion funnelBar chart showing 8 pages from Vehicle Details through Bind. Drop-off percentages appear below each bar. Package Select and Bind are highlighted as the biggest leaks.100%75%50%25%0%41.6K33.1K26.8K21.6K13.7K6.1K2.9K1.3K−20%−19%−19%−64%−45%−48%−57%VehicledetailsDriverdetailsAdditionaldriversPackageselectCustomizeShoppingcartCreateaccountBind0102030405060708

Understanding the three exit behaviours

The data clustered users into three distinct exit patterns, each with a different underlying motivation:

Each pattern had different friction and required a different intervention.

SegmentOn-screen behaviorWhat it really means
The Undecided40% of leavers
On-screen behavior

Mouse drifts toward browser controls or the back button.

What it really means
Actively choosing to exit while second-guessing the purchase.
The Researcher25% of leavers
On-screen behavior

Clicks back to landing pages or navigates to other site areas.

What it really means
Looking for more details, reassurance, or alternatives first.
The Distracted35% of leavers
zzZ
On-screen behavior

Long inactivity followed by closing the tab.

What it really means
Attention pulled away by life events and never brought back.

Three exit behaviours · clustered from BI funnel data

The reframe

The conventional approach to abandonment is exit-intent technology that pushes users to complete now — last-chance discount, urgency banner, “are you sure?” modals. We could have done that.

Instead, I reframed the goal: convert permanent losses into recoverable opportunities. Users might not be ready now. That doesn’t mean they won’t be ready later. The system needed to give them a graceful exit and a way back, not pressure them to convert against their will.

This shift changed what we measured (saved quotes, not forced completions), what we built (a recovery mechanism, not a conversion gate), and how we framed success internally.

HypothesisStrategyDesign solution
01
Hypothesis

Intercepting users at the exit moment will recover otherwise lost quotes

Strategy

Trigger a save prompt before users fully abandon

Design solution
Exit-intent popup with email capture + save quote CTA
02
Hypothesis

Users who save a quote are more likely to return and convert

Strategy

Make resuming frictionless via email

Design solution
Persistent saved quote link sent immediately after capture
03
Hypothesis

Understanding why users leave will unlock further conversion improvements

Strategy

Capture actionable feedback from abandoning users to identify friction areas

Design solution
Optional one-tap reason selector inside the exit popup

Three strategic options evaluated · we chose recovery, not conversion

user about to leave the quote flow
       │
       ├──  conventional · force completion now     →  rejected · adversarial
       └──  reframe · enable graceful exit + return  →  shipped · +10.8% saved
the reframe

Exploration

Three solutions for three exit patterns

Drawing from the behavioural analysis, I explored three solutions tailored to each exit pattern.

User journey diagram showing how the save and resume system works across sessions, with paths from different exit triggers through email capture to quote recovery on return
Proposed user journey · save and resume across sessions

Option 1 — Survey + Save & Continue. A dual-purpose pop-up that captured abandonment reasons and allowed users to save their progress. Captured feedback for future iteration while retaining the user.

Option 2 — Save & Continue only. A focused prompt triggered when users navigated away to explore (e.g., clicking the logo). Retained users who were still interested but distracted.

Option 3 — Idle/Inactive prompt. Triggered after a period of inactivity led to a session timeout. Recovered quotes from users who had been interrupted.

Option 1 wireframes: two-screen flow starting with a survey asking why users are leaving with five radio options, followed by a save progress confirmation screen
Option 1 · Survey + Save & Continue
Option 2 wireframes: the shipped Save & Continue design showing the exit prompt with email capture on the left and the saved quote confirmation screen on the right
Option 2 · Save & Continue only · shipped
Option 3 wireframes: session timeout recovery flow showing the timed-out session prompt, branching to either a save progress form or a leaving-soon survey for users who decline
Option 3 · Idle/Inactive prompt

Choosing what to ship first

With limited dev bandwidth, we couldn’t ship all three for the MVP. I prioritized Option 2 — Save & Continue only because it addressed the highest-volume exit pattern (distracted users) and could be instrumented to inform Option 1 and Option 3 in subsequent releases.

The decision wasn’t a compromise. It was a sequence: ship the highest-leverage intervention first, gather real data, then iterate with confidence rather than guesswork.

What this taught me

The Save & Continue Exit-Intent feature allows users save their progress mid-flow, and accidental exits trigger a recovery prompt — eliminating the hassle of re-entering information. With this feature launch, we successfully reduced quote abandonment by enabling seamless progress preservation and recovery.

This project reinforced an important principle: not every user who leaves is lost forever. Sometimes the best design solution isn’t preventing exit — it’s making it easy to return.

Celebrating the end of the quote flow case study

Takeaways

Less is more — One well-timed trigger did more than a complex system ever could.

Friction can be intentional — Designing the exit-intent moment taught me that interrupting a user isn’t always bad — it’s about when and how you do it.

Copy is design — The success of this feature leaned heavily on clear, benefit-led microcopy. It reinforced how much words shape the user experience, not just visuals.

Challenges

Working with what you have — Limited dev bandwidth meant letting go of features I genuinely believed in. Learning to advocate, then accept, was harder than I expected.

Data only tells part of the story — We could see that users were dropping off, but understanding why some chose to restart instead of saving remained elusive. It left me wanting better feedback loops from the start.

Done is better than perfect — Shipping an incomplete solution and iterating was a mindset shift I had to embrace.

Next case studyCue | Care CompanionDesign TO 2021 · Passion project