Challenge:
A major global insurance provider is developing an AI-powered underwriting tool that could reduce the underwriting process from several months to a couple of weeks. I was brought on to optimize the design delivery from a reactive approach to an organized process. I had to understand the complex underwriting process and the technical requirements to create a scalable Figma design for consistent product delivery.
Approach:
I had to understand the core use cases and how it will translate to the user experience of the product. I then leveraged the internal design system and created local components to ensure consistency and feasibility. I collaborated with Business Analysts and development to ensure all requirements are met, making adjustments as requirements changed. I delivered high-fidelity prototypes that created an elevated user experience that can be easily deployed using existing components. I also set up the processes and design files to ensure easy continuity with collaborators.
Outcome:
I successfully deployed the designs that enabled Excess and Renewals coverage. Through my rapid turnaround time, we were able to identify and implement key features that underwriters wanted before the release deadlines. I was also able to streamline the process between identifying a need and creating a design solution.
AI Underwriter Assist
Duration: 5 Months
Scope: Figma, Design Ops, Design Systems, Prototyping, Product Design, Evaluative Testing
User Research
Key Activities:
Engaged in evaluative testing by crafting prototypes that represented specific underwriting scenarios.
Interviewed underwriters about pain points with the product experience.
Compiled findings into distinct user personas and journey map.
Different personas representing the key stakeholders of the user experience. Underwriters were the direct users and had the most at stake.
Journey Blueprint
Journey Map expressing the Underwriter’s sentiment and pain points through the underwriting process.
Wireframes
Quick low-fidelity wireframes were used to rapidly construct scenarios for testing with Underwriters.
Design System
Key Activities:
Leveraged an organization-wide design system to build high-fidelity prototypes.
Contributed to the design system by participating in the UX team workshops and knowledge sharing.
Managed local components for the UW Assist product to ensure scalability and interactivity.
Organization wide component library was leveraged to ensure consistency and feasibility.
Local components and variables were used to create interactive elements.
Prototype
Key Activities:
Designed high-fidelity screens for the full Underwriter flow and variations for Excess and Renewal submissions.
Presented designs to product owners, underwriters, and other leadership stakeholders to get successful buy-in of proposed designs.
Collaborated with developers to ensure a clear understanding of requirements and smooth delivery, modifying designs when needed.
I organized screens to reduce redundancies and allow for easier search and location of screens.
Landing page redesigned to accommodate the creation of Excess Submissions off of the creation of Primary Submissions.
AI generated fields necessary for the underwriting process.
The AI model scrapes external data from the internet and generates values here for the Underwriter to review.
The AI model scrapes data from internal systems and generates values for the underwriting process.
The Underwriter can export the submission after reviewing the relevant content to share.