Deliverables for Personal Lines Insurance Policy Builder

UI Model

With four main templates and a lot of functionality, it was helpful to create a simple UI model to keep the changes in the project on track. Creating a UX analysis that relied heavily on imagery to support findings was effective and the team was able to refer to the model easily.

Workflow for New Product Solutions

Complications between the vendor capabilities, the underwriting guidelines and marketing goals made the policy-package/bundle workflow difficult to visulaize without a prototype. Specific workflows for targeted users were helpful to get the team on the same page so that there was enough consensus to build a prototype.

Workflow for Main Templates

To complement the business requirements for specific workflows, high-level diagrams representing template, data pull and user action were helpful for the team. All of these documents also helped ramp-up new team members as they were brought in.