We collaborated with a national insurance software provider to empower their team with a clear vision of future initiatives, conceptual prototypes to improve stakeholder alignment and a user-centred redesign of their enterprise-level application.
- UX Design Roadmap
- Clickable Prototypes and Concept Videos
- Design System & UI Style Guide
- Internal UX Design Process Blueprint
As consumer expectations around service speed and digital experience continue to rise, internal business teams (B2B) must also adapt their tools and process to meet these needs.
A national Insurance Software Provider required a strategic evolution to a web-based, API-driven framework and a design partnership to implement their vision for a modernized user interface that would significantly improve policy processing times.
How We Helped
Our initial challenge was to quickly design a modern interface that would help insurance policy underwriters navigate through the back-office system more efficiently. Because we believe in intensive collaboration – our UX Design Coaches worked with the client’s product team, subject matter experts, and volunteers from their beta-release client community.
Empowered by our rapid UX Design Workshops, this cross-functional project team rapidly delivered user-centred flows that aligned with their product roadmap and agile development methodology.
Looking to the Future
After several months of working through the back-office process, we helped explore the possibilities of connecting it with a front-end consumer experience. We used visual tools and design thinking methods to help map the unique opportunities and challenges of future-proofing their products to support the Insurance Industry’s evolving business model. After performing a UX Design Mapping Session with a diverse selection of insurance leaders, we created a shared understanding of success for the new project phase.
Within four weeks, our team prototyped a model of the future consumer experience and was ready to move forward with rapid research, usability testing and iterative UX Design Workshops.
Starting with the back-office system and working towards the consumer experience – we helped our client to dramatically improve their product’s design, efficiency, and usability from a variety of perspectives. Their client community was part of the process and everyone was delighted to see tangible evidence of their input delivered via monthly demos of conceptual prototypes.
As an additional benefit, our thought leadership, training and guidance have helped their team to create a user-centred design culture – improving speed and collaboration within their design-to-development lifecycle.