Provide a CRM that allows insurance brokers to manage their prospects and leads.
The broker dashboard is broken into three main sections “Recent Activities”, “Prospect Accounts” and “Sales Activities”. Each prospect or lead has a detailed view enabling the broker to manage multiple proposals and see an account activity view in the form of a timeline for a specific prospect.
Sketch files, Balsamiq wireframes
Broker Portal Prototype
To get a accurate quote on a health insurance benefits package. Employers need to upload or add their employee’s information during the shopping process.
Provide multiple ways for employers to upload or edit their employee census within a single page.
Simplify the process of selecting the right insurance plan based on personal demographic data
The Perfect Fit Finder is part of a larger online shopping experience tied to an employers benefits package they build online. The fit finder is the employees segment of the process where they can select from a variety of plans, however the fit finder narrows the selection down to “Your Perfect Fit”, “Lower Cost Plans” or “Richer Benefits”. The user always has the option to see all available plans if they don’t like the selected insurance plans.
The churn percentage rate is high because users have a difficult time remembering how to use the system once they come back to it. The current iteration does little to communicate the success of non-profit fundraising campaigns.
To work within the bootstrap framwork and improve the user flow.
Re-label navigation to match the naming convention used in the non-profit space. Example: change “Setup” to “Create Campaign”. Move products under headings that make more logical sense as a dual task. Example: change “Upload New” to “Upload and Validate” since uploading a list also validates the cell phone numbers.
Provide a wizard for setting up a campaign and add helpful alerts to educate the user along their journey.
Sketch files, architectural site map, Invision and Bootstrap prototype
Finanical Graph Prototype
New site map/architectural flow
Adding a “Teams” concept to a functioning crowdfunding platform.
Collect the user’s data as a individual fundraiser while offering options to join or create a team.
Have the user signup to become a individual fundraiser and allow them to opt out of the team module. If the user chose the team path participants would have the ability customized their own team page, displaing their photo and fundraising totals. Engage the user through gamification at various achievement levels based on their fundraising efforts.
Building brand loyalty translates into customer satisfaction when customers have a clear understanding on how to return an item just as they did when they bought it. Having a frictionless experience increases the efficiency for the user to return merchandise.
Sonic Electronix sells car and home audio online. They generate $60 million annually and ranked number 3 online for consumer electronics.
The Problem Space
Re-configure the architecture to include over 200 use cases while still incorporating a minimalistic design.
Axure prototype, Balsamiq wireframes, numerous Photoshop files with layer comps.View Prototype