Insurance Portal Design


This position I chose to work for was because of the challenge it offered. We were a team of four who were set out to make an enterprise resource planning system for an insurance company. Our team was a team of one backend developer (also the product owner), one front end developer, one product manager and one UX/UI designer/developer (me). We were pitching against an external company with the challenge to launch a similar product. We were able to launch an MVP ERP that could solve the problem of high cost expensive external party softwares and provide a more customizable solution.

About ONYX

Delaware Life is a 12 year old company (acquired Sunlife Insurance ) and had its technology base running on old softwares. The company relied on a lot of paper work and manual processes. Derek Towriss has a vision to create an ERP which would be one stop shop for all the insurance needs. I joined in as a product design lead work on transforming the dream into a reality.

My Process

My first task was to understand the business. I understood the different businesses, interviewed users and drew process flow charts. I categorized the different types of users and identified seven different user personas. There were 8 portals

Internal Portals

  • Customer Service Portal
  • Case Management (Data Entry)
  • Producer Portal (Agents) – Commissions
  • Licensing and Appointment of Agents
  • Pricing and Trading Portal
  • Business Analytics (Power BI)

External Portals

  • Client Portals
  • Producers Portals

This platform was going to server internal clients, agents, customer service agents, pricing and trading, Licensing and appointment and Analytics. It was a blend of internal and external customers.

The user persons for external portals were aged between the age of 40 to 70 year olds. The internal portals except for data entry the user personas were aged between 35 to 50.

I worked with #00534C (green color), 007DBA (Blue) and three shades of gray #F6F6F6, #3D3D3D, #262626 and white #FFFFFF for the ERP because these were the web colors for the DL for the product DL would support.

This is the website flow of internal portals and user journey maps based on the business requirements. I determined what the flow would be and mapped all the required screens.

I had been able to design screens for different portals. Based on the user requirements we had determined the screens for different portals. I created screens for different scenarios. Shared the prototypes with the business to get feedback and made changes. The backend and front end worked as we progressed on the designs.

A sample of designs for different portals are shown below.

I had worked on user flows, user journey maps, wireframes, mockups, and prototypes.

Our product owner had the vision of creating the latest tech stack and create the best product in least amount of time. I was responsible for UX UI design of the system and front end development tasks. We were working on Angular 8 for the front end with Graph QL for queries. The backend tech stack is on Kubernetes, snowflake (CI/CD).

I also worked on Angular 8 on few of the portals and helped complete the project on time.

I joined the team in July 2019 and we released the system in the summer of 2020. We had successfully launched the ERP at 1/4 the cost of the external team and had won the business trust to take on the next challenge.