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Insurance Financing and eSign

Process Overview

Read about the released product here.

The overall process for this project can be understood in 3 phases: Product Concept Creation and Validation, Low and High Fidelity Prototyping and validation, and Development, Testing, and additional Design Recommendations.

Product Concept Creation and Validation

  • Stakeholder Interviews
  • Journey Mapping
  • Product Concept
  • User Testing/ Validation

Low and High Fidelity Prototyping and validation

  • Low-Fi Wireframes
  • Stakeholder Meetings and Refinement
  • High-Fi Wireframes

Testing, and additional Design Recommendations

  • User Testing Sessions
  • Design Recommendations

Product Concept Creation and Validation

Journey Mapping

Design System

The design system and prototypes were built in Axure.

Product Concept and Validation

There are three distinct users for this experience. The example below was used for testing the concept with one of the users. The goal of this exercise was to show at a high level what the concept was and how it might fit into our user groups workflow. This potential product offering would revolutionize the way these people work, so we wanted to make sure what we built would make sense for them.

For the sake of brevity, the two others are not represented here.

High Fidelity Wireframe

After the concept was validated, low and high fidelity wireframes were made and tested with users. The example below shows a series of pages in the high-fidelity wireframe. This prototype contains wireframes for the dashboard login, dashboard, and quote creation process/ esign process.

For the sake of brevity, the client flows are not represented here.