"This case study showcases my UI/UX design work on a project I contributed to at my company. While I am not sharing any sensitive or business-specific data, the focus is on my design process, problem-solving approach, and key takeaways."

infoins

Insurance software solution
for insurers.

Integrated, flexible, scalable, customer-centric, web-enabled end-to-end insurance software solution for insurers.

Assignment

To create a user-centric platform that allows agents to perform their tasks easily

Role

UX/UI Lead
Design system
Lo-fi & Hi-fi prototyping
Analytics

Team

100+ Multi diversity team, Including Dev, UI/UX ,QA, Product Owner and PM

Introduction

infoins, powered by Informatics International, empowers insurance agencies to optimize their operations while supporting insurance companies to achieve sustainable and quantifiable growth. With Infoins, insurance providers

Keypoints

  • To create a centralized and intuitive portal that simplifies daily tasks.
  • Design a rich dashboard/mobile app for users to track and monitor real-time data.
  • A system that allows for easy theming and configuration to meet your business and brand needs on demand.
  • The ability to search and book while cross-selling other modules and ancillaries. I need context for info like similar.

The Product Goal

The goal was to develop an intelligent insurance management application that enables agencies, brokers, and companies to streamline operations, drive sustainable growth, and enhance customer outcomes. Leveraging an expert knowledge database, the system identifies high-value opportunities and delivers data-driven insights. As it evolves, AI-driven analytics will refine decision-making, optimizing performance and maximizing results for the insurance industry

Ideas for a specific B2B insurance model

Here are some sticky note ideas for B2B insurance web-based application iterations

Key pain points we focused

Key Pain Points to Focus on for a B2B Insurance Web-Based Application

Complex & Time-Consuming Onboarding
Managing Multiple Policies Efficiently
Security & Compliance Risks
Slow & Inefficient Claims Processing
Complex & Time-Consuming Onboarding
Slow & Inefficient Claims Processing

My Journey in Building a Centralized Design System

Creating a centralized design system was a significant challenge due to the product’s complexity and my new role in leading the system. Since I had no prior experience in this, I spent weeks researching—reading articles, watching videos, and studying books—to fully understand the process before diving in.

  • The Challenge with Atomic Design

    I initially planned to follow Atomic Design but found that as the system scaled, maintaining strict atomic principles made things unnecessarily complex. Instead of following it rigidly, I modified the approach to be more practical and scalable

    • Core Components (Atoms) All the core components, including Buttons, input, Tab, Modal, Chip, etc.
    • Business Components (Molecules and Organisms) All the business components are listed here. such as Cards, Forms, List, etc
    • Layouts  The page layout from the Home page to the Cart page, From Dashboard to Confirmation is listed here.
    • Brand stay above all that we can switch between brands at any time. this will include Colors, Typography as well as Icons

Design System

Let me show you the foundations that need to be laid to start building up a powerful Design System

My Journey in Building a Centralized Design System

Creating a centralized design system was a significant challenge due to the product’s complexity and my new role in leading the system. Since I had no prior experience in this, I spent weeks researching—reading articles, watching videos, and studying books—to fully understand the process before diving in.

  • The Challenge with Atomic Design

    I initially planned to follow Atomic Design but found that as the system scaled, maintaining strict atomic principles made things unnecessarily complex. Instead of following it rigidly, I modified the approach to be more practical and scalable

    • Core Components (Atoms) All the core components, including Buttons, input, Tab, Modal, Chip, etc.
    • Business Components (Molecules and Organisms) All the business components are listed here. such as Cards, Forms, List, etc
    • Layouts  The page layout from the Home page to the Cart page, From Dashboard to Confirmation is listed here.
    • Brand stay above all that we can switch between brands at any time. this will include Colors, Typography as well as Icons

Flexible UI with infoins design system

Design System Architecture

Hi-Fi Mockups

User testing was an ongoing process throughout the project. At each milestone, I gathered feedback to identify key pain points. After collecting input, I would update the prototypes and test them again.My goal was to create a clean, minimalist UI that would help agents improve their daily tasks.

Dashboard

The dashboard is built on business insights. Agents can easily plan and start their journey from any location they choose.

Calendar UI

An Expected Calendar in a B2B insurance product dashboard would be a visual representation of key dates, tasks, and deadlines related to policies, claims, renewals, and broker activities. It helps insurance companies and brokers track important events efficiently.

“These are the sample screens I can share. I have avoided displaying additional screens due to business-sensitive data and confidentiality considerations.”

What’s next?

As the Lead UX Designer, I was involved in the entire design process from the initial sketches to the final implementation. I closely collaborated with Business Analysts, Product Builders, and the Development Team to ensure a user-centered approach. We followed a structured design sprint methodology to rapidly ideate, prototype, and validate solutions. Once the design was finalized, we transitioned to development using an Agile process, continuously refining the product based on user testing and feedback. We are now focusing on enhancements to further improve the user experience.