Quote Flow

Improving renewal processes from brokers

A reverse bidding online platform for insurance brokers to streamline their policy renewal processes.

The Brief

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.

Challenges

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.

Tasks

Design a complete reverse bidding platform that helps brokers send checklists for buyers to fill in and underwriters to bid on.

Design for simplicity

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.  

Adding contacts

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".

Checklists

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.

Simple reverse bidding auctions

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.

BROKERS SPECIFY THE CHECKLIST THEY WANT TO CREATE AN AUCTION WITH, STARTING AMOUNT AND START THE AUCTION

PUBLIC AUCTION TO BID ON

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.

Other projects

I've worked with amazing people

See how they have described what's like working with me

I’ve enjoyed working with Diego on the design of my website and broader platform business, which includes both a desktop and a mobile version. He came up to speed quickly and was able to start producing draft design outputs right away. Throughout the process, he has been focused and responsive. He has brought a good “design eye” to the work and pushed back where appropriate, both on the design and on the scope of the MVP version of the product. Overall, I am very pleased with how the work is coming out.
Jim L
Founder @PathWise
I've enjoyed working with Diego on our design project and look forward to working with him on projects in the future. The designs Diego created were excellent! I've seen a lot of design work but Diego's design skills and methodology definitely stands above the rest.  Not only is Diego excellent with design, but he's also skilled in regards to time management and has excellent customer/client facing communication skills. I would definitely recommend working with Diego to anyone looking for an experienced leader in design for your next project.
Earl Holland
Senior Software Architect @NodeAssets
I truly believe Diego's experience possesses a whole new level of creativity, uniqueness, and passion. In my company, everyone is amazed by his work and professional skills. He has a singular ability to walk you through his designs and processes which such clarity of explanation that sometimes makes you believe you are a designer just like him.
Nathalia Rueda
IT Recruiter @NativApps
Our KDS changed incredibly with Diego's help. From the beginning, he diagnosed the obstacles that we were putting our chefs on, and managed to turn everything around to leave us with a much more agile, simple and efficient interface. We managed to increase delivery times and reduce errors immediately. Very happy with his work.
Edwin Pérez
CEO @BigBites
I love Diego's ability to deliver fast and transform ideas into bright designs. His right attitude is one of many things to highlight when it comes to working with him.
Paula Avellaneda
Product Manager @DRUO
When I hired Diego, I knew he was a world-class designer and his past and present work is a case in point. He was able to successfully deliver the slick product we envisioned for so long in a little over a month. If you are building something truly awesome, Diego can do the heavy lifting with little or no input.
Mohammed
CEO & Founder @Remitfix
It's really  helpful to have someone who can take the time on getting the experience right.
Emmanuel Randon
CTO @Currnt
Diego has such a neat and excellent portfolio that made my decision very easy. He understood my concept, contributed his experience, advised me and made me feel very confident about what I needed. He is a patient, calm and flexible person who really listens to the client and he designed my wishes precisely. I recommend him 100%, it was a dream to work with him.
Genesis Morales
CEO & Founder @Genesis Morales
Diego is one of a kind when it comes to his design mind. We are lucky to have him as our lead product guy because in truth he is so well rounded that he can work on mobile-web, desktop-web, mobile apps (both ios and android), admin portal, email templates etc I can go on. You normally don't find designers who can delievery quality work across this range consistenly. Thanks for being part of this team"
Windsor Kitaka
CEO & Founder @TransferX
It was a pleasure to work with Diego. My partner and I felt guided all the way through the project. Diego has a great ability for design thinking and for user friendly business. I highly recommend Diego if you want a webpage designed perfectly for the specific public you desire.
Camila Luque
CEO & Cofounder @MILA
Diego has a vast knowledge in managing customers and creating value on a fast pace with a short amount of direction and great results both in design and UX/UI. Great experience working with him!
Daniel Martin
CEO @Equity Advisors
Limitless creative mind is the phrase that comes to mind when I think about Diego. I’ve had the pleasure of knowing Diego for 3 years, during which we built together great digital products. Above all, I was impressed with Diego’s ability to make eye-catching designs out of nothing. And, of course, his high commitment. Diego would be a true asset for any positions requiring creative skills and comes with my heartfelt recommendation.
Farid Delgado
Senior Software Engineer at Center for AI & Cognitive Computing @Thomson Reuters
Diego totally nails the world of UX/UI. He is a strategic thinker with brilliant execution.
Manuel Gutiérrez
CTO @DRUO
I highly recommend Diego, he is an excellent professional. I highlight his ability to produce simple and visually appealing user interfaces and also his ability to give direction when managing projects. A design strategist that always focus on user needs, I would work with him again without hesitation.
Brian Angulo
Product Designer

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