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The primary challenge was to design a single platform for policy applications, underwriting and client management. These processes were previously handled using multiple legacy systems. The new desktop application with flexibility to switch between modules and span across secondary screens.
UX thinking and simplicity were pushed even further in design, with carefully-crafted components and layouts. We leaned heavily on intuitive iconography to declutter the interface.
In an ecosystem with many players, timely visibility is crucial. We designed an additional mobile app that allows external brokers to track client applications and receive notifications of leads and upselling opportunities.
The last step was to redesign and develop the marketing website. One of the key features of the site is a smart Risk Reality Tool for potential clients to generate an estimate quote on the spot. We aimed to balance the use of white space, bold brand imagery and friendly illustrations to create an approachable interface.