Insured Client Portal

I designed a platform that reduced the turnaround time for requesting client information by 40% and improved data collection by 60%.

Role

Solo Designer, collaborating with Product Manager and Software Engineers

Timeline

May 2022 - June 2022

Problem

Insurance Brokers grapple with the challenge of effectively tracking required client information.

Challenges

Data collection, states, errors

Lean UX Canvas

Minimum Viable Product (MVP)

Design System

Mid-Fi Prototype

Hi-Fi Prototype