Commercial risk policies Generator Platform

In this web application characterization and design project, we created UX optimization for the tools, processes and the extraordinary Sayata platform. The platform is designed for cyber insurance agents and companies and enables an automated policy issuance process that takes only a few minutes, instead of days. The interface allows its users to access quotes from leading suppliers and create a smart comparative table between various bids. The customer gets his optimal coverage quickly and with digital signing.

UX optimization for both end & back-end users

We started by creating a sorted, cataloged database for all the various system components, we divided it into categories such as: registration, forms, processes and scenarios, elements and components etc. This methodical order for all parts of the system naturally led to a smooth, convenient work process management and enabled rapid, effective retrieval and identification of pain points that require solution, processes in need of streamlining and components that require visual accessibility. In addition, it was important to us that for each sketch, previous iterations will be archived in a way that allows horizontal orientation and movement along a timeline of its evolution until its final design. For this type of web application, creating an organized, templated database proves to be essential throughout all stages and is a major part of establishing infrastructure. The end result is a breathable database available for the client’s future usage.

A few examples of components we’ve created

  • Log-in: Characterization of various notifications, optimizing the order of registration stages and fields’ locations.
  • Progress and status columns: Upgraded from a simple table, with color coding by status (sent / rejected / waiting, etc.)
  • Nudge Notifications: Prevents missing important requirements and enables a variety of response actions.
  • Data form wizard - Upgraded from a simple form, with categories, subcategories, pop-ups etc.
  • Quote binder wizard - for a customized binder which is shipped directly from the platform.

Iterations, characterization and UX accuracy

For each process and screen, we created a number of possible solutions. After in-depth research and lots of trial and error, we presented a variety of sketches to Sayata’s team, we brainstormed together and drew important conclusions. We then presented prototypes of the designed components to the users who provided us with important feedback and enabled a chain of high quality iterations, which helped find shortcomings and requirements and formulate improved methods.

A wizard for complex processes

The form filling stage results in the creation of a comparative side by side quotes table – a main product of the platform. The challenge was dealing with multiplicity of insurance companies and parameters, this required a strict hierarchy characterization that allows ease of reading and orientation. Another challenging content feature was that each company has its own terminologies and codes, this creates many differences in wording. To create easy accessibility, we characterized the details filling form as a process wizard, this allowed us to divide the form fields into horizontal and vertical categories with pop-ups and sub-categories, it made the usability and navigation quick and easy, while remaining on that one screen without having to switch pages and lose orientation. For the difference in terminology we created access to a database of terms along with auto-suggestions according to the details filled in so far.
Oren was able to jump into the project with very little training, he provided high value from the get-go. Our work required creativity and agility, which Oren readily provided. Additionally, due to tight time constraints of ours, the work was very intense and included frequent iterations. At the end of the project, thanks to Oren we eliminated much of the “design debt” we accrued prior to his arrival.
Iddan GolombChief Product Officer, Sayata

Alerts and indication for better orientation

For all parts of the platform along the process, we made sure to provide the user with an updated status and alerts on any requirements, for example required files for upload, missing items in form fields, signature request, errors, quote’s expiration, etc. The part of the system most in need of status accessibility is the quote validation stage – after a customer selects a quote, for this stage we decided on a method that divides all required actions into three main steps, signatures, policy binding and invoicing. This division allowed for a very intuitive visual representation for each required action and significantly contributed to orientation. It also helped agents to issue a lot more policies to a greater number of customers in a very short time.

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