The insurance industry has long been rooted in tradition, with many operations relying on manual and face-to-face interactions. However, this project aimed to revolutionize the industry by embracing the future and transitioning towards a collaborative online environment. By integrating processes into an online platform, we sought to streamline operations, enhance efficiency, and enable seamless collaboration within the insurance industry,

RESPONSIBILITIES

As the Lead Product Designer at Tobias and Tobias, my primary responsibility was to contribute to the development of an international insurance brokerage platform. Working closely with stakeholders, I translated their vision into actionable design solutions that met business requirements. I also prioritized user-centric design by conducting two rounds of testing with brokers to validate user journeys and new functionalities. This collaborative approach ensured that the platform effectively addressed user needs while aligning with the business objectives.

RESULT

The design product addressed the complex insurance workflow by conducting thorough research on the process and using appropriate terminology to ensure clear communication with both the business and users.

The implementation of the design was successfully carried out by a remote team of developers, with local lead developers overseeing the process. Regular meetings were conducted to ensure collaboration and achieve a successful final result that met the project objectives. 

OVERVIEW

Company: 
Tobias and Tobias for Willis

Year: 2016

Role: 
Senior UX designer

Design team: 
4 Senior UX designer, 5 visual designer, 2 BA and Lead UX manager.

Deliverables: 
Annotated wireframes and prototype

Highlights: 
Regular interviews and user tests, collaboration with the business, multi disciplinary team

Tools: 
Omnigraffle, Sketch, Marvel prototyper