Policy Crusher
Policy Crusher
A dashboard designed to streamline user experience.
Client
My Role
Platform
Background
Shortly after being brought on to the Bindable Product Design team, I was tasked with working within Policy Crusher, their enterprise platform for insurance sales. The Agent Dashboard within Policy Crusher was identified as an area that could potentially be improved for users. However, there was little information about what was serving users within the interface. Over the course of this project, I worked to identify what elements of the dashboard were working well for agents and what could be changed in order to streamline their workflows.
Research
Competitive Analysis / Best Practices: Throughout the research process, I spent time researching effective dashboards on other platforms and best practices in the industry.
User Survey: The research process began with user surveys sent out to internal users of Policy Crusher which were geared to highlight patterns in usage and attitudes towards the interface. The user survey was extremely valuable as an introductory phase to the research and challenged the false assumptions the Product Design team held.
User Interviews: With survey data in hand, I scheduled interviews with a selection of internal users, who were chosen to represent a range of work styles and experience levels.
I prepared a series o questions but also focused on giving the interviewees a platform to expand on areas of interest or pain points they'd encountered. I utilized Marvin, an online tool that integrates with video calls and transcribes interviews while also allowing for timestamped notes to be taken. This allowed me to operate the interviews extremely smoothly and have valuable data afterward. Below are a selection of major ideas pulled from interview data.
Synthesis
At this point, I felt prepared to distill my findings and research to present to the Product Design leadership-and recommend a path forward.
The data showed that in order to best serve our users we could make relatively small changes to make the page more "skimmable" and functional.
I also advocated for creating a fast and easy way to check and update notes for specific leads so that agents could reduce the number of clicks in their workflow.
Design
Early wireframes led to interactive prototypes, which were tested and iterated on. This phase was crucial for refining user flows and interface elements.
This phase focused on creating a visually appealing and emotionally engaging experience. The design incorporated nature-inspired themes, intuitive icons, and an easy-to-navigate layout.
Final Design Deliverables
With research findings identified and our design created and tested I moved onto documenting the design and it's prototype to be handed off to the front-end engineering team at Bindable.
