Even to this day, the business insurance industry in the United States operates in a very analogous way. Mainly using paper, fax, and phone calls to communicate between brokers, buyers, and carriers. Digitally, email is the primary and only channel used. I worked with Zagalabs to design QuoteFlow, a reverse bidding online platform for insurance brokers to streamline their policy renewal processes.
There were three main requirements:
1) Design a very easy to use tool for insurance brokers to add contacts, start auctions and checklists.
2) Provide a step by step form flow for buyers to fill in checklists
3) Make auctions look simple for carriers to bid on.
The whole platform is focused on the simplicity and readability of the data. I kept a lot of white space only using the main blue for key actions when necessary.
Design a complete reverse bidding platform that helps brokers send checklists for buyers to fill in and underwriters to bid on.
After signing up, Brokers are asked to fill in their account details. The site is easy to navigate since it uses a lot of white space only having a main CTAs when is necessary. I
Brokers are asked to add contacts to their account in order to send them checklists to fill in (if buyers) or invite them to bid on the auctions (if underwriters).
They would add their contacts one by one. In order to create a better user experience, they won't need to save one contact at a time but they add multiple in a single screen by tapping "save and add more".
To encourage momentum and minis overwhelm, I kept the form simple and straightforward. I designed a color palette and interface to feel welcoming and intuitive.
Although it is a one question at a time form, there were some questions that I grouped since they relate to the same information. Moreover, having milestones on the left side of the page and a progress bar on the top, gives encourage them to continue with the process.
As this is a reverse bidding platform, Brokers create auctions from checklists that buyers have completed and specify a starting amount. Carriers then get into the auction page to place bids with a lower amount than the current bid.
Carriers and Brokers can have a streamline process for policies that don't get lost in dozens of emails.
For the auction details, I decided to place a timeline for brokers to track what's going on with the auction whenever they want. They can also invite other carriers to bid on while the auction is open.
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