Introduction
This is not a generic design case study, but take this as a story of what I did and the experiences of what I built. The purpose of this document is to showcase my motive, progress, work & collaboration with the team.
I've been part of the startup to build from 0 to 1 for all the products across Verak and was a part of the company when they pivoted & rebranded from BimaPe.
What I designed and worked on?
Sales - Helping online and offline sales representatives to sell the insurance products and solving all the problems hindering them from closing the sales.
Generating Leads - Collecting information from customers is a difficult job. Have talked about, what makes it difficult? How did we solve them?
Retaining information & Reducing interaction costs - A few design updates that I made improved the working memory of the sales representatives and essentially led to a spike in all the metrics.
Customers - Designing the customer side of the story to help them understand our product, compare plans, close the deal & a lot more.
WhatsApp (QA and Flow Design) - Our customers aren't tech-savvy, They prefer WhatsApp over Dashboards/Websites. Design played some role in replicating the digital flow in WhatsApp as a product.
Operations Interface - Not all steps in a business are automated, though we try our best to automate them. This dashboard helps the operations team to keep a track of the dealings with insurance companies and customers. With time, we have automated features based on feedbacks and observations from various insurance partners & customers.
Underwriting Workbench - A platform for our in-house underwriting team to amend the lead details so that it doesn't get rejected by the insurance company.
Fleet On Street (FOS) - Designing for sales agents who sell door-to-door commercially
Templates (PDF Designs of various Proposal Forms, Quotes Comparison & Covers)
Design UI Kit (Premature stage of a design system)
Website Design
Self Serve Journey
User Experience Research - Listened to 400+ call recordings, interviews over call, Shadowing sales reps, and secondary competitive research. Helped me understand our sales representative and customer's behavior.
Mixpanel & Microsoft Clarity - Analysing patterns & to find the problems
Now that you have some context, why don't youuuuu….
READ ALL OF IT
→
The project is currently locked. For password, please don't hesitate to DM me over Twitter, LinkedIn or Email.
Introduction
This is not a generic design case study, but take this as a story of what I did and the experiences of what I built. The purpose of this document is to showcase my motive, progress, work & collaboration with the team.
I've been part of the startup to build from 0 to 1 for all the products across Verak and was a part of the company when they pivoted & rebranded from BimaPe.
What I designed and worked on?
Sales - Helping online and offline sales representatives to sell the insurance products and solving all the problems hindering them from closing the sales.
Generating Leads - Collecting information from customers is a difficult job. Have talked about, what makes it difficult? How did we solve them?
Retaining information & Reducing interaction costs - A few design updates that I made improved the working memory of the sales representatives and essentially led to a spike in all the metrics.
Customers - Designing the customer side of the story to help them understand our product, compare plans, close the deal & a lot more.
WhatsApp (QA and Flow Design) - Our customers aren't tech-savvy, They prefer WhatsApp over Dashboards/Websites. Design played some role in replicating the digital flow in WhatsApp as a product.
Operations Interface - Not all steps in a business are automated, though we try our best to automate them. This dashboard helps the operations team to keep a track of the dealings with insurance companies and customers. With time, we have automated features based on feedbacks and observations from various insurance partners & customers.
Underwriting Workbench - A platform for our in-house underwriting team to amend the lead details so that it doesn't get rejected by the insurance company.
Fleet On Street (FOS) - Designing for sales agents who sell door-to-door commercially
Templates (PDF Designs of various Proposal Forms, Quotes Comparison & Covers)
Design UI Kit (Premature stage of a design system)
Website Design
Self Serve Journey
User Experience Research - Listened to 400+ call recordings, interviews over call, Shadowing sales reps, and secondary competitive research. Helped me understand our sales representative and customer's behavior.
Mixpanel & Microsoft Clarity - Analysing patterns & to find the problems
Now that you have some context, why don't youuuuu….
READ ALL OF IT
→
The project is currently locked. For password, please don't hesitate to DM me over Twitter, LinkedIn or Email.
Introduction
This is not a generic design case study, but take this as a story of what I did and the experiences of what I built. The purpose of this document is to showcase my motive, progress, work & collaboration with the team.
I've been part of the startup to build from 0 to 1 for all the products across Verak and was a part of the company when they pivoted & rebranded from BimaPe.
What I designed and worked on?
Sales - Helping online and offline sales representatives to sell the insurance products and solving all the problems hindering them from closing the sales.
Generating Leads - Collecting information from customers is a difficult job. Have talked about, what makes it difficult? How did we solve them?
Retaining information & Reducing interaction costs - A few design updates that I made improved the working memory of the sales representatives and essentially led to a spike in all the metrics.
Customers - Designing the customer side of the story to help them understand our product, compare plans, close the deal & a lot more.
WhatsApp (QA and Flow Design) - Our customers aren't tech-savvy, They prefer WhatsApp over Dashboards/Websites. Design played some role in replicating the digital flow in WhatsApp as a product.
Operations Interface - Not all steps in a business are automated, though we try our best to automate them. This dashboard helps the operations team to keep a track of the dealings with insurance companies and customers. With time, we have automated features based on feedbacks and observations from various insurance partners & customers.
Underwriting Workbench - A platform for our in-house underwriting team to amend the lead details so that it doesn't get rejected by the insurance company.
Fleet On Street (FOS) - Designing for sales agents who sell door-to-door commercially
Templates (PDF Designs of various Proposal Forms, Quotes Comparison & Covers)
Design UI Kit (Premature stage of a design system)
Website Design
Self Serve Journey
User Experience Research - Listened to 400+ call recordings, interviews over call, Shadowing sales reps, and secondary competitive research. Helped me understand our sales representative and customer's behavior.
Mixpanel & Microsoft Clarity - Analysing patterns & to find the problems
Now that you have some context, why don't youuuuu….
READ ALL OF IT
→