New Business Workflow
New Business Workflow
Is when a person submits a new policy, the product team will evaluate it and check what additional documents are required for that policy. Note : Some images may appear blurred due to client confidentiality requirements and company policies.
Is when a person submits a new policy, the product team will evaluate it and check what additional documents are required for that policy. Note : Some images may appear blurred due to client confidentiality requirements and company policies.
Client
Client
Statim
Statim
Year
Year
2024
2024
Category
Category
B2B Web App
B2B Web App
Research
Research
Conducted user research to identify key user pain points and analyzed gaps in the existing workflow and user journey. Performed competitive analysis to understand how competitors streamline policy evaluation and quickly determine insurance eligibility. Collaborated closely with the Business Analyst to define an optimized workflow and improve decision efficiency. Established a scalable design system and style guide to ensure design consistency and long-term usability for the next 10 years.
Conducted user research to identify key user pain points and analyzed gaps in the existing workflow and user journey. Performed competitive analysis to understand how competitors streamline policy evaluation and quickly determine insurance eligibility. Collaborated closely with the Business Analyst to define an optimized workflow and improve decision efficiency. Established a scalable design system and style guide to ensure design consistency and long-term usability for the next 10 years.
Research
Conducted user research to identify key user pain points and analyzed gaps in the existing workflow and user journey. Performed competitive analysis to understand how competitors streamline policy evaluation and quickly determine insurance eligibility. Collaborated closely with the Business Analyst to define an optimized workflow and improve decision efficiency. Established a scalable design system and style guide to ensure design consistency and long-term usability for the next 10 years.
Design
Design
The workflow involved complex, multi-level inputs such as lifestyle details (e.g., smoking habits) requiring several follow-up questions. To manage this, we designed standardized layouts with progressive disclosure, showing additional questions based on user selections. Most evaluations were handled through MC rule-based analysis, while some cases required manual review, making the workflow design more complex.
The workflow involved complex, multi-level inputs such as lifestyle details (e.g., smoking habits) requiring several follow-up questions. To manage this, we designed standardized layouts with progressive disclosure, showing additional questions based on user selections. Most evaluations were handled through MC rule-based analysis, while some cases required manual review, making the workflow design more complex.
Design
The workflow involved complex, multi-level inputs such as lifestyle details (e.g., smoking habits) requiring several follow-up questions. To manage this, we designed standardized layouts with progressive disclosure, showing additional questions based on user selections. Most evaluations were handled through MC rule-based analysis, while some cases required manual review, making the workflow design more complex.
Development
Development
Earlier, teams manually reviewed medical certificates and entered data. We redesigned the workflow with structured document uploads, allowing a clear format to auto-capture ~70% of required information. Users select the document type, upload the file, and complete or edit remaining details if needed. We also improved the mobile enquiry flow, helping the product team quickly identify required documents and request additional information after upload.
Earlier, teams manually reviewed medical certificates and entered data. We redesigned the workflow with structured document uploads, allowing a clear format to auto-capture ~70% of required information. Users select the document type, upload the file, and complete or edit remaining details if needed. We also improved the mobile enquiry flow, helping the product team quickly identify required documents and request additional information after upload.
Development
Earlier, teams manually reviewed medical certificates and entered data. We redesigned the workflow with structured document uploads, allowing a clear format to auto-capture ~70% of required information. Users select the document type, upload the file, and complete or edit remaining details if needed. We also improved the mobile enquiry flow, helping the product team quickly identify required documents and request additional information after upload.
Concept
Concept
The final solution introduced two eligibility evaluation flows: one using an existing policy number and another based on medical certificate assessment. Key actions such as CRIF verification and additional document requests were consolidated into a floating action bar, enabling evaluators to access critical tasks from any stage of the workflow. Complex datasets were restructured into clear, scannable columns to improve case status visibility across the evaluation pipeline. The interface also incorporated iconography for intuitive navigation and tab-based information architecture for faster content discovery. This redesign significantly improved usability and reduced friction in a previously cumbersome insurance evaluation process.
The final solution introduced two eligibility evaluation flows: one using an existing policy number and another based on medical certificate assessment. Key actions such as CRIF verification and additional document requests were consolidated into a floating action bar, enabling evaluators to access critical tasks from any stage of the workflow. Complex datasets were restructured into clear, scannable columns to improve case status visibility across the evaluation pipeline. The interface also incorporated iconography for intuitive navigation and tab-based information architecture for faster content discovery. This redesign significantly improved usability and reduced friction in a previously cumbersome insurance evaluation process.
Concept
The final solution introduced two eligibility evaluation flows: one using an existing policy number and another based on medical certificate assessment. Key actions such as CRIF verification and additional document requests were consolidated into a floating action bar, enabling evaluators to access critical tasks from any stage of the workflow. Complex datasets were restructured into clear, scannable columns to improve case status visibility across the evaluation pipeline. The interface also incorporated iconography for intuitive navigation and tab-based information architecture for faster content discovery. This redesign significantly improved usability and reduced friction in a previously cumbersome insurance evaluation process.
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©2024 Abhimanyu design
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©2024 Abhimanyu design
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