Work

Work

Work

Digital Technology Operations dashboard

Agent Dashboard

Agent
Dashboard

Agent Dashboard

Coterie Insurance | UX Lead

General Insurance

Lead Designer

Coterie Insurance | UX Lead

Backstory

Backstory

Coterie was in the early stages of creating a product that would help independent agents bind insurance policies faster. The goal was to create a platform that would easily satisfy the needs of the agents and create a differentiator in the marketplace. When I joined this project, the company had already created the basic components, user flows and a working prototype. I was asked to build on top of what they already had and hit the delivery date.

When this project started, CIOs and other executives were using a webpage that had minimal data that dug into some IT processes within our organization. It was brought up to a manager to develop a dashboard that would allow executives to see the data in real time from its original source of truth. I was recruited to design the new user interface and make it work on different screen sizes. We were asked to stay “somewhat” close to what they originally had developed.


When this project started, CIOs and other executives were using a webpage that had minimal data that dug into some IT processes within our organization. It was brought up to a manager to develop a dashboard that would allow executives to see the data in real time from its original source of truth. I was recruited to design the new user interface and make it work on different screen sizes. We were asked to stay “somewhat” close to what they originally had developed.


At the beginning of this journey, we conducted interviews with potential users that were already doing business with the company. They provided us with insights and helped us create a much better experience. During the research period, I discovered that what the company had built prior to my arrival was not responsive. This forced me to pivot from doing user research into building a responsive version of the tool.

Agent dashboard on mobile and desktop
Agent dashboard on mobile and desktop
Agent dashboard on mobile and desktop

Journey

Journey

At the beginning of this journey, we conducted interviews with potential users that were already doing business with the company. They provided us with insights and helped us create a much better experience. During the research period, I discovered that what the company had built prior to my arrival was not responsive. This forced me to pivot from doing user research into building a responsive version of the tool.

The users needed the ability to see elements on the page without being trapped at a specific browser size. We prioritized making it responsive over other features due to the amount of effort it was going to take to add this capability. Once that goal was completed, I created other pages and features based on stakeholders needs such as an affiliation system, an account management page and a more robust policy page.

Application's architecture
Application's architecture
Application's architecture
Application's navigation flow diagram
Application's navigation flow diagram
Application's navigation flow diagram

Post launch, I started working on Dashboard’s second version which would address issues we had uncovered but didn’t get a chance to work on due to the tight deadline. I worked on reducing the usage of modals and moving their content to a separate page.

A new tabbing system allowed us to group content closer together and help the user navigate the quote better. The reduction of modal usage helped our analytics providing us with ability to track user interactions much better.

Comparison betwen old UI and new UI
Comparison betwen old UI and new UI
Comparison betwen old UI and new UI
Iteration process for the binding policy
Iteration process for the binding policy
Iteration process for the binding policy
Design system integration into the new UI
Design system integration into the new UI
Design system integration into the new UI

Results

Results

The agent dashboard has become the company’s flagship product and has provided agents with one of the fastest ways to quote small commercial insurance and quote 24/7 without having to be online. The platform has added numerous features based directly on user feedback. We have received multiple positive comments from agents regarding their satisfaction around ease of use and speed.

The agent dashboard has become the company’s flagship product and has provided agents with one of the fastest ways to quote small commercial insurance and quote 24/7 without having to be online. The platform has added numerous features based directly on user feedback. We have received multiple positive comments from agents regarding their satisfaction around ease of use and speed

Updated UI
Updated UI
Updated UI
Updated UI
Updated UI
Updated UI
Responsive versions
Responsive versions
Responsive versions
IA dashboard action shot
IA dashboard action shot
IA dashboard action shot

Find me on the interwebs

Sergio Garcia copyright 2012-2024. | All rights reserved | Sitemap

From Ohio with love

Find me on the interwebs

Sergio Garcia copyright 2012-2024

All rights reserved | Sitemap

From Ohio with love

Find me on the interwebs

Sergio Garcia copyright 2012-2024. | All rights reserved | Sitemap

From Ohio with love