Confidential Client - InsurTech Claims
Confidential Client - InsurTech Claims
Confidential Client - InsurTech Claims
Enterprise
B2B
SaaS
Insurance
Claims
This initiative established a highly efficient central hub for project coordinators managing claims processing, used by hundreds of insurance carriers and remediation experts. The company's name and specific product terminology have been obscured to maintain confidentiality.
This initiative established a highly efficient central hub for project coordinators managing claims processing, used by hundreds of insurance carriers and remediation experts. The company's name and specific product terminology have been obscured to maintain confidentiality.
Services Rendered
Services Rendered
User Interviews
AI Analysis
Design System (lite)
UI/UX Design
High-fidelity Prototyping
Year
2024
Duration
1 Month
Annual Revenue
$1B+
Website
Confidential
The Client's Goals
The Client's Goals
"Success is not only a destination; it's a carefully charted course, defined before the journey begins."
"Success is not only a destination; it's a carefully charted course, defined before the journey begins."
Craft an Experience that blends with the existing UI
It was important that the new experience fit visually within the existing application, while presenting crisp and highly usable UX.
Solve 20+ Challenges Faced by Coordinators
User testing signaled dozens of challenges requiring solutions via carefully crafted UX.
Increase Accuracy & Speed of Claims Processing
Decrease time to dispatch, engage other participant, and overall claim completion to assist remediation experts in remaining competitive, providing an excellent policyholder experience.
Consolidation of Dispersed Complex Data into One Dashboard
Mature InsurTech platforms often have a complex technical structure with hundreds of interfaces shaped by decades of customer input and adjustments. Creating a new user hub that not only solves problems but also streamlines change management demands a deep dive into these experiences and genuine empathy for the multitude of minor UX decisions that have accumulated over time.
An Fitting Opportunity for the Golden Ratio
The Golden Spiral Ratio, often referred to as the Golden Ratio or Phi (φ), is a mathematical concept that has been used in various forms of art, architecture, and design for centuries. In web design, the Golden Spiral Ratio is applied to create visually pleasing and harmonious layouts which aid fast information consumption.
The redesign provided an ideal chance to implement this well-established concept throughout the entire user journey, bringing cohesion to the workflow in a visually appealing and advantageous way.
Mature InsurTech platforms often have a complex technical structure with hundreds of interfaces shaped by decades of customer input and adjustments. Creating a new user hub that not only solves problems but also streamlines change management demands a deep dive into these experiences and genuine empathy for the multitude of minor UX decisions that have accumulated over time.
Consolidation of Dispersed Complex Data into One Dashboard
Designs
Let's take a look at a few pages of the new design, along with some of the psychology principles used to guide the decisions.
Context Effect
The all-new experience features a new visual depiction of the user's assigned claims across their geographically assigned territory, emphasizing claims that require prompt action with interactive pulsing animated indicators. This approach emphasizes the day's critical tasks and includes quick access links to the tasks that need immediate attention.
Psychology Principles
Increasing Speed
Other Theories and Psychological Principles Used in the Project
Desire for Autonomy: User's inherent desire to have control and make choices for themselves. To aid control and personalization to the user's unique workflow, each of the widgets on the dashboard are customizable in both placement and dimensions.
Loss Aversion: The phenomenon where the pain of losing is psychologically about twice as powerful as the pleasure of gaining. By re-orienting the dashboard to represent a depleting task list, the user is further incentivized to complete urgent tasks more quickly and keep the claim cycle time low.
Zeigarnik Effect: The phenomenon whereby users recall uncompleted or interrupted tasks better than completed tasks. Uncompleted tasks are now surfaced in the users primary workflow, providing opportunities to complete with relatively low effort and close the gaps that often increase claims cycle times.
Digital Nudges
Throughout the experience, users are provided subtle cues to investigate more urgent matters. These include intelligently prioritized claims based on (proprietary) variables, and displaying similar data in alternative ways as a method to cater to users with varying preferences for modalities. Thus ensuring comprehension across user personas and preferences.
Increasing Speed
Subtle Use of AI to Simplify Complex Workflows
The application of AI summaries, filters, and personalization further accelerates the user's ability to refresh themselves on long, complicated claims that may involve dozens of participants.
Designs
Let's take a look at a few pages of the new design, along with some of the psychology principles used to guide the decisions.
Context Effect
The all-new experience features a new visual depiction of the user's assigned claims across their geographically assigned territory, emphasizing claims that require prompt action with interactive pulsing animated indicators. This approach emphasizes the day's critical tasks and includes quick access links to the tasks that need immediate attention.
Increasing Engagement
Subtle Use of AI to Simplify Complex Workflows
The application of AI summaries, filters, and personalization further accelerates the user's ability to refresh themselves on long, complicated claims that may involve dozens of participants.
Psychology Principles
Increasing Accuracy
Digital Nudges
Throughout the experience, users are provided subtle cues to investigate more urgent matters. These include intelligently prioritized claims based on (proprietary) variables, and displaying similar data in alternative ways as a method to cater to users with varying preferences for modalities. Thus ensuring comprehension across user personas and preferences.
Increasing Accuracy
Other Theories and Psychological Principles Used in the Project
Desire for Autonomy: User's inherent desire to have control and make choices for themselves. To aid control and personalization to the user's unique workflow, each of the widgets on the dashboard are customizable in both placement and dimensions.
Loss Aversion: The phenomenon where the pain of losing is psychologically about twice as powerful as the pleasure of gaining. By re-orienting the dashboard to represent a depleting task list, the user is further incentivized to complete urgent tasks more quickly and keep the claim cycle time low.
Zeigarnik Effect: The phenomenon whereby users recall uncompleted or interrupted tasks better than completed tasks. Uncompleted tasks are now surfaced in the users primary workflow, providing opportunities to complete with relatively low effort and close the gaps that often increase claims cycle times.
Many screens were created, but only a few can be shown
To maintain confidentiality, additional screens have been concealed to prevent client identification.
High-Fidelity Prototypes
Aiding Virtual Roadshows with Prototyping Precision
Cerebral created a high-fidelity interactive prototype to aide executives to conduct "virtual roadshows," showcasing upcoming products to both current and potential clients. Because of the critical nature of the audience, it was crucial for the designs to be of high fidelity and offer an experience closely resembling a real application.
Cerebral created a high-fidelity interactive prototype to aide executives to conduct "virtual roadshows," showcasing upcoming products to both current and potential clients. Because of the critical nature of the audience, it was crucial for the designs to be of high fidelity and offer an experience closely resembling a real application.
The Results
This project became the central hub for tens of thousands of users across several personas, accelerating claims processing through meticulous decision-making. Feedback from user testing, virtual roadshows, and stakeholders was overwhelmingly positive, as new challenges were addressed with expert solutions. Cerebral and this confidential client remain engaged in various projects to this day.
The Results
This project became the central hub for tens of thousands of users across several personas, accelerating claims processing through meticulous decision-making. Feedback from user testing, virtual roadshows, and stakeholders was overwhelmingly positive, as new challenges were addressed with expert solutions. Cerebral and this confidential client remain engaged in various projects to this day.
The Results
This project became the central hub for tens of thousands of users across several personas, accelerating claims processing through meticulous decision-making. Feedback from user testing, virtual roadshows, and stakeholders was overwhelmingly positive, as new challenges were addressed with expert solutions. Cerebral and this confidential client remain engaged in various projects to this day.
Projects
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Projects
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Projects
Similar Works
Enterprise
B2B
SaaS
Insurance
Real Estate
This confidential client was on a mission to undergo digital transformation in preparation for the upcoming wave of innovation. See how they were propelled 30 years into the future.
Enterprise
B2B
SaaS
Insurance
Real Estate
This confidential client was on a mission to undergo digital transformation in preparation for the upcoming wave of innovation. See how they were propelled 30 years into the future.
Enterprise
B2B
SaaS
Insurance
Real Estate
This project greatly simplified an application for survey management for underwriting claims, addressing the evolving requirements of this well-established company in a sleek, contemporary manner.
Enterprise
B2B
SaaS
Insurance
Real Estate
This project greatly simplified an application for survey management for underwriting claims, addressing the evolving requirements of this well-established company in a sleek, contemporary manner.
SaaS
B2B
CRM
Donorsnap is a platform to collect donations, thank donors, communicate with your audience, and analyze data for smooth operations.
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2024 Cerebral Studio LLC. Privacy Policy. Terms & Conditions.
Work with us
Schedule a free 30 minute call to discuss your needs and create a plan to begin ASAP.
Stay in the loop about the latest product design trends by subscribing to our newsletter. It won't cost you a thing.
Work with us
Schedule a free 30 minute call to discuss your needs and create a plan to begin ASAP.
Stay in the loop about the latest product design trends by subscribing to our newsletter. It won't cost you a thing.
© 2024 Cerebral Studio LLC
Approaching From New Perspectives
Cerebral located recent eye-tracking studies that focus on optimizing information hierarchies for improved readability, specifically tailored to the client's dominant screen dimensions. While the F-Pattern has long been recognized in web usability, recent research indicates variations in application across different screen dimensions. As a result, Cerebral was committed to incorporating these insights into the design of the new application to enhance user experience.
Research on Readability Patterns in Similar Applications
The Golden Spiral Ratio, often referred to as the Golden Ratio or Phi (φ), is a mathematical concept that has been used in various forms of art, architecture, and design for centuries. In web design, the Golden Spiral Ratio is applied to create visually pleasing and harmonious layouts which aid fast information consumption.
The redesign provided an ideal chance to implement a well-established concept throughout the entire user journey, bringing cohesion to the workflow in a visually appealing and advantageous way.
An Fitting Opportunity for the Golden Ratio
Consolidation of Dispersed Complex Data into One Dashboard
Mature InsurTech platforms often have a complex technical structure with hundreds of interfaces shaped by decades of customer input and adjustments. Creating a new user hub that not only solves problems but also streamlines change management demands a deep dive into these experiences and genuine empathy for the multitude of minor UX decisions that have accumulated over time.
Approaching From New Perspectives
Cerebral located recent eye-tracking studies that focus on optimizing information hierarchies for improved readability, specifically tailored to the client's dominant screen dimensions. While the F-Pattern has long been recognized in web usability, recent research indicates variations in application across different screen dimensions. As a result, Cerebral was committed to incorporating these insights into the design of the new application to enhance user experience.
Research on Readability Patterns in Similar Applications
The Golden Spiral Ratio, often referred to as the Golden Ratio or Phi (φ), is a mathematical concept that has been used in various forms of art, architecture, and design for centuries. In web design, the Golden Spiral Ratio is applied to create visually pleasing and harmonious layouts which aid fast information consumption.
The redesign provided an ideal chance to implement a well-established concept throughout the entire user journey, bringing cohesion to the workflow in a visually appealing and advantageous way.
An Fitting Opportunity for the Golden Ratio
Consolidation of Dispersed Complex Data into One Dashboard
Mature InsurTech platforms often have a complex technical structure with hundreds of interfaces shaped by decades of customer input and adjustments. Creating a new user hub that not only solves problems but also streamlines change management demands a deep dive into these experiences and genuine empathy for the multitude of minor UX decisions that have accumulated over time.
Designs
Let's take a look at a few pages of the new design, along with some of the psychology principles used to guide the decisions.
Context Effect
The all-new experience features a new visual depiction of the user's assigned claims across their geographically assigned territory, emphasizing claims that require prompt action with interactive pulsing animated indicators. This approach emphasizes the day's critical tasks and includes quick access links to the tasks that need immediate attention.
Psychology Principles
Increasing Accuracy
Subtle Use of AI to Simplify Complex Workflows
The application of AI summaries, filters, and personalization further accelerates the user's ability to refresh themselves on long, complicated claims that may involve dozens of participants.
Increasing Accuracy
Other Theories and Psychological Principles Used in the Project
Desire for Autonomy: User's inherent desire to have control and make choices for themselves. To aid control and personalization to the user's unique workflow, each of the widgets on the dashboard are customizable in both placement and dimensions.
Loss Aversion: The phenomenon where the pain of losing is psychologically about twice as powerful as the pleasure of gaining. By re-orienting the dashboard to represent a depleting task list, the user is further incentivized to complete urgent tasks more quickly and keep the claim cycle time low.
Zeigarnik Effect: The phenomenon whereby users recall uncompleted or interrupted tasks better than completed tasks. Uncompleted tasks are now surfaced in the users primary workflow, providing opportunities to complete with relatively low effort and close the gaps that often increase claims cycle times.
High-Fidelity Prototype
Cerebral created a high-fidelity interactive prototype to aide executives to conduct "virtual roadshows," showcasing upcoming products to both current and potential clients. Because of the critical nature of the audience, it was crucial for the designs to be of high fidelity and offer an experience closely resembling a real application.
High-Fidelity Prototype
Cerebral created a high-fidelity interactive prototype to aide executives to conduct "virtual roadshows," showcasing upcoming products to both current and potential clients. Because of the critical nature of the audience, it was crucial for the designs to be of high fidelity and offer an experience closely resembling a real application.