Embroker Digital Insurance

Embroker is a leading digital insurance company dedicated to streamlining traditional insurance processes through digitization. Their goal was to optimize the user experience, aiming for efficiency and effectiveness. The design objective was to achieve a clean, professional aesthetic with modern sensibilities.

I had the opportunity to contribute to Embroker’s mission of transforming traditional insurance. This project revolved around creating a user-friendly, streamlined, and modern digital insurance experience. Our focus was on enhancing safety, personalizing interactions, and optimizing usability across the platform.

Established structure

A structured process was essential due to the collaboration between large, cross-functional teams—tech, business, and design. Each group had unique priorities: business focused on goals, tech on feasibility, and design on user experience. The process ensured alignment, efficient communication, and accountability by:

• Defining Roles: Clear responsibilities for UX designers, engineers, and product owners.
• Centralizing Feedback: Using shared tools like Figma and structured reviews to integrate diverse inputs.
• Streamlining Handoff: Ensuring a smooth transition from design to development with detailed documentation and tools like Zeplin and Jira.

This structure minimized miscommunication and ensured a cohesive, user-centered outcome.

User Journey Workshop

We kicked off the project with a user journey workshop. This involved:

1. Defining buyer personas and goals.
2. Inventorying high-performing assets.
3. Identifying gaps and opportunities for improvement.

The workshop laid the groundwork for a sprint-based roadmap, focusing on critical flows such as onboarding, shopping, and the dashboard.

Building Component Library

As the lead designer for Embroker’s component library, I was responsible for creating a scalable design system that evolved over four years. I developed and refined three versions to support the platform’s growth and changing needs:

• Version 1: Focused on foundational elements like colors, typography, buttons, form fields, and icons.
• Version 2: Introduced advanced components such as cards, banners, side navigation, and modals, designed for modularity and reusability.
• Version 3: Incorporated feedback and product evolution by streamlining components, optimizing performance, and adding complex organisms like dashboards, sliders, and multi-step forms.

This robust library ensured consistency, scalability, and flexibility, supporting Embroker's mission to deliver a seamless digital insurance experience.

Streamlining Onboarding

The onboarding process was designed to be intuitive and engaging:

• Step-by-Step Progression: Breaking complex forms into digestible steps to reduce user fatigue.
• Form Simplicity: Minimalistic fields, inline validations, and dropdowns for common responses.
• Trust-Building Elements: Transparency about data usage and secure messaging reassured users.
• Feedback Mechanisms: Real-time validations and confirmations kept users informed at every step.

Product Selection: Design Choices

Selecting an insurance plan should feel empowering, not overwhelming. Here’s how we tackled it:

• Plan Comparison: Clear, side-by-side layouts for easy decision-making.
• Quick Info: Bullet points provided concise overviews, with slide-out panels for details.
• Guided Actions: Prominent CTAs like “Get This Plan” ensured clarity.
• Flexibility: A “Make Your Own Plan” option gave users full control over customization.

Customer Eligibility Questionnaire

We crafted an intelligent, dynamic questionnaire to assess user eligibility efficiently:

• Adaptive questions tailored to user responses: questions dynamically adjusted based on previous answers to create a seamless experience.
• Real-time validations ensure accuracy: inline error messages guided users to correct mistakes instantly.
• Instant feedback through back-end integration: users received immediate eligibility status, enhancing transparency and trust.

Watch the video below that demonstrates the propotyped flow that I made in Figma.

Elevating the Quotation Experience

The quotation page was structured for clarity and impact:

• Policy summaries and costs are prioritized: the most important details were presented at the top for quick comprehension.
• Coverage breakdowns are compact yet informative: users could easily delve into details without being overwhelmed.
• Clear hierarchy promotes action: essential information was organized logically to support informed decisions.

Customer-Centric Dashboard

The redesigned dashboard became a hub for efficient insurance management:

• Sidebar structure enables intuitive navigation: key actions and information were easily accessible.
• Personalized messaging enhances engagement: welcome messages and prompts tailored to user needs created a connection.
• Consolidated features improve usability: users could manage all their insurance needs in one place, reinforcing convenience and trust.

Outcome

By unifying design, business, and technology goals, we delivered a platform that sets a new standard in digital insurance. Every element—from the onboarding flow to the dashboard—was crafted to ensure a seamless, trustworthy, and engaging user experience. Embroker’s digital insurance solution now positions itself as an industry leader, empowering users to navigate insurance with confidence and ease.