Simplifying quotes and processes - Broker Portal

My Role
Research, Design, Wireframes, Interactive flows using Invision
Target Audience
Redesign
YEAR
2023
Overview

Broker portals are an excellent way for insurance agents and brokers to manage client acquisition from one central location. The broker portal is an easy-to-use, self-service tool that gives you the power of being able to sell more policies by managing everything in your business through this single online window!

Problem Statement

The current health insurance websites are outdated and not user-friendly. Also, the redesign needed to address the accessibility and usability of the site. The primary goal of this project is to develop a modern, user-friendly, and responsive website that effectively showcases.

Process

Understanding the Foundation for Success

Before diving into any design work, it’s crucial to establish a clear understanding of the project’s purpose. I began by defining the goals of the Broker Portal:

  • What are the key objectives?
  • What does success look like for both the users and the business?

With the goals in mind, I moved on to audience research:

  • Who are the users? In this case, insurance brokers and agents.
  • What are their specific needs, challenges, and goals?
  • What is their context? When and where will they use the portal?

To further deepen my understanding, I explored the competitive landscape:

  • What alternatives do brokers currently rely on?
  • How can we design a product that stands out while meeting unmet needs?

Translating Insights Into Design

Once the foundational understanding was in place, I shifted focus to opportunity identification. I brainstormed and outlined possible improvements that could make the portal more user-friendly, efficient, and effective. These included:

  • Enhancing navigation to allow brokers to complete tasks faster.
  • Improving workflows to minimize friction during critical interactions like policy management or claims processing.
  • Adding features to address specific pain points uncovered during research.

‍

Branding + Visual Design

The Portal's visual design was developed with simplicity and cleanliness in mind so that users would be able to easily navigate the site. The layout is linear, with each section clearly labeled and easy to access. The color scheme is subtle and calming, with a limited number of colors to avoid overwhelming users. The fonts are also carefully chosen for legibility and visual appeal. Overall, the goal was to create a visual design that was both effective and attractive. We believe that we have achieved this goal, and the feedback from users has been overwhelmingly positive.

Outcome

With an innovative new design and a streamlined quoting process, we wanted to help our members discover all of their features in an easy way. Driving usage of features like quick access to forms and other essential links in the dashboard is another goal that wasn’t being met at first glance but became clear once users navigated now more quickly than before!

Prev
Next
Scroll
Profile Pic

Say Hello.

shettygahana@gmail.com
© Gahana Shetty.  Powered by Webflow
ChangelogLicense
Scroll