Broker Portal

It is essential to understand the goal of the project before beginning any work. So I started by answering a couple of questions like What are the objectives? What does success look like? Once the goal is clear, the next step is to define the audience. Who will be using this product or service? What are their needs and wants? It is also essential to understand customer context. What are the circumstances under which they will be using the product or service? What other options do they have? Only after answering all these questions, I began to list out possible improvements. What can be done to make the product or service more user-friendly, efficient, or effective? I also spoke to the sales team who work closely with insurance clients and brokers to get some insights on the needs of the broker portal.

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.

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!