Case Study | Insurance Dashboard – Portfolio

InsureTech Sales Dashboard

User dashboard for agency owners in the commercial insurance space.

Agency Management Systems

Coterie is an insurance technology company that is rethinking the way small business insurance operates by incorporating speed, simplicity, and service into the commercial insurance experience.

Situation: The users (agents) had to way of managing their own teams and user permissions for the quoting system. They had to call customer service or their rep to add users or term users.
Task: I was tasked with creating (UI) for the backend management system
Action: After designing the initial screens and prototype, I set up Maze to test my hypothesis.
Result: I delivered a useful tool to the existing agents to manage their own teams vs calling the help desk.

Coterie Insurance

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Research

Setting up the UX standards

As a startup that went to dev quickly, the company had little to no user research standards or reports. I helped to establish the UX department and grow it to mature.

UX Maturity

The design team needed a set of standards to work off of. I set out to create our research and design stack. From green to mature, we accomplished a rapid spin up of the design stack.

Planning

Wires and UX Flow

Working through ideation with wireframes helps the stakeholders and PM’s flush out their ideas.

The Agent Dashboard

Designs to Testing

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Testing

Using Maze to test my usability

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Feedback:

Add filtering by activity, add active agents within 24 hours, add sharing for easier quote sharing and revenue generation.

Continuing Research & Design

Asking for feedback once they have a prototype to view