< PROJECTS
Overview
BackgroundDesign Process
Research
The Challenge
Design Iteration
Usability TestingDesign System
Final Solution
Learnings
A.I. Insurance: Insured Portal
The Insured Portal digitizes industry-wide insurance practices that are labor intensive with inefficient communication between insurance companies and the insureds.
Timeline
3.5 months
3.5 months
Tools
Process
Heuristics analysis
Prototyping
Responsive design
Design system
User research
Usability testing
Heuristics analysis
Prototyping
Responsive design
Design system
User research
Usability testing
Team
Victoria Liang (UXD)
Alan Fang (UX Lead)
Joe Kimlinger (Dev Lead)
Cameron MacArthur (CEO)
Joshua Saunders (Customer Success)
Victoria Liang (UXD)
Alan Fang (UX Lead)
Joe Kimlinger (Dev Lead)
Cameron MacArthur (CEO)
Joshua Saunders (Customer Success)
Role
Product designer
Product designer
Tools
Skills
Heuristics analysis
Prototyping
Responsive design
Design system
User research
Usability testing
Heuristics analysis
Prototyping
Responsive design
Design system
User research
Usability testing
Team
Victoria Liang (UXD)
Alan Fang (UXD)
Joe Kimlinger (Dev Lead)
Joshua Saunders
(Customer Success)
Cameron MacArthur (CEO)
Victoria Liang (UXD)
Alan Fang (UXD)
Joe Kimlinger (Dev Lead)
Joshua Saunders
(Customer Success)
Cameron MacArthur (CEO)
Background
Business Opportunity
User Problem
A.I. Insurance is an all in one cloud base solution built to combat the labor intensive industry insurance practices where communication is over email and pdf files are downloaded, printed and stored in filing cabinets.
How might we streamline the manual insurance process and allow for seamless communication between insurance companies and the insureds?
Design Process
Who is this product for?
The portal needs to fulfill the technical needs of 3 parties: insurance companies, primary insureds, insureds.
Opportunities Identified in Research
From interviews with insurance companies and their insureds.
Eliminate third party reliance
Give insureds control
"I always have to call the broker"
"I'm not aware of an online process"
"Small policy changes take 2 weeks"
"'Add Insureds costs extra"
"I'm not aware of an online process"
"Small policy changes take 2 weeks"
"'Add Insureds costs extra"
"It would be nice to have a more efficient way to track progress"
Design Iteration
✍🏼 Initial Sketches
In collaboration with designers and product managers, we synthesized essential portal flows in the first round of sketches.
🏠 Home Screen Function Prioritization
Feedback gathered from users and stakeholders:
💼 Policy Activities
"A large portion of management beyond having access to the policy is making changes and taking additional actions." - stakeholder
💬 Help Center for Easy Communication
"It's vital that insureds can communicate directly with their policy carriers" - stakeholder
What do users value?
❌ What's missing?
Responsive Design
Solidifying the design system to unify the experience cross platform.
Design System
Solidifying the design system to unify the experience cross platform.
Learnings
