Evolutionco.
Insurance Suite Tool
About
A complete Insurance Management Suite, across multiple Insurance verticals enabling businesses to launch new products with rapid go-to-market tools.
Insurance suites represent an all-in-one solution through which agents can manage all aspects of the insurance lifecycle. The suite is used by Insurance company staff.
Customer Creation . Policy Entry . Policy Approval . Claims . Salvage
My Role and Responsibilities
I was the only UX designer on this project, under the supervision and mentorship from a Lead CX Designer. We worked on few verticals of the entire suite like - Life Insurance, Claims and few screens of General Insurance
User Interview
Existing User Flows Analysis
Defining Goals for Redesign
Wireframing
Clickable Prototype
Cross-functional Collaboration
Industry
Fintech
Duration
6 Months
Location
UAE
Research
Existing Screens
The tool that the client uses currently was developed by in-house product engineers a decade ago. While they continued to evolve the product later based on the feedback received from the team, the tool needed to be reviewed and revamped from the design standpoint for better addressing the needs of the users and to meet latest user experience and visual design standards and trends.
User Interview Insights
Option for sales team to upload documents.
After entering customer code, the existing proposal and policies of a client must appear.
The forms are very lengthy, fields should be optimised. Logical grouping of fields is necessary.
The proposal form is scanned but the scanned copy is not available in Premia.
When multiple customers are required to be added in the system for proposal creation, the navigation is tedious.
Easy access to documents at any step.
User Personas
Proposed user flow
Data Entry Operator
Underwriter
Additions to existing flow
1. De- Duplication Check at the beginning of the form is required based on commonly known ID fields to the customer like Mobile number, ID proof umber, etc.
2. Customised Dashboard for all users is necessary and is missing in the current flow
3. User has to fill same fields multiple times.
Hi-Fi Wireframes
Problem
Users face uncertainty regarding the form’s length and their progress towards completion. Additionally, the distinction between mandatory and optional steps is unclear in the existing screens, resulting in incomplete form submissions and numerous errors due to the perception of excessive form length.
Solution
To solve this problem a Stepper is introduced with clear indication of completion of each steps. Users have option skip non mandatory steps.
Problem
In most cases the form is filled by the customer by pen paper. The Maker fills information digitally by referring to this form physically or he scans the form and by toggling between windows referee to the information. But this leads to many manual error as the printed form is very crowded and the user cannot view scanned form and digital form at the same time.
Solution
A Scanned Form View is made available the digital form itself with fields arranged in a such a manner that the scanned form doesnot cover them. The scanned form can be collapsed or enlarged if required.
Problem
The maker has to frequently use the menu and long linear drill down menu to submit documents at different stages of the form. This process not only consumes a significant amount of time but also leaves the user uncertain about their progress in completing the form.
Solution
A Documents folder in the secondary navigation on the left side which can be accessed while filling the form at all time. It is in the form of leaflet which can be easily opened and closed without covering entire screen space.
The required documents at a particular stage will be predefined in this documents folder.
Problem
There is no way to check for existing customer while new Customer creation is done. It is checked only after the en tire form is submitted to the Checker. Data entry operator wastes a lot of time in filling form for the same customer repeatedly.
Solution
A more efficient approach would be to Check For Existing customers during the new customer creation process itself, rather than waiting until the entire form is submitted to the checker. This would significantly reduce the time wasted by the data entry operator in repeatedly filling out the form for the same customer.
Solution
To avoid errors and for re confirmation for the user a summary of the created customer is generated and displayed after submission.
