Please NOTE: Due to the nature of a signed NDA with a company, all sensitive information such as names and details have been changed to generic information. The workflow has been reworked and the requirements has been simplified.

Feature Overview - Underwriter’s Dashboard

Overview Task

Fulfill business requirement which allows user to view dynamically displayed buttons based on status and transaction types for the Underwriter’s dashboard.

Acceptance criteria

A user is able to view different search criteria on the dashboard. When searching an application based on any search criteria, a View Submission popup will display after clicking on a Policy Id. The buttons on the View Submission popup will be dynamically displayed based on the status or transaction type of the selected Policy Id.

Technologies used

Axure RP, Axure Cloud

My responsibilities included creating user experience architecture for the workflow, designing pixel perfect mockups, iterating on concepts and building prototypes for demoing to executives. I also collaborated closely with the research and development team for manual unit testing.

The dashboard is one of the most important feature for any insurance application. All of the underwriters and underwriter assistants come to the dashboard to begin any task including creating a new application, continue application, and search for application. The design chosen is simple - colors are ranged within dark to medium gray to embody seriousness for many insurance companies.

Search-by functionality is standard among all dashboards created for any insurance internal application. Stakeholders and Product owners are able to customize the fields by working along side with me. We’re able to settle with a simple design to capture any combinations the grid may display based on the search by criteria.

All search by results will return policy ids with hyperlinks to allow users to view details on their submission. The popup displays the necessary buttons dynamically based on the transaction types and statuses. Several other workflows are available to users depending on the transaction type and status.

Outcome and results

Business stakeholders and Product owners have seen how simple and easy the search-by function in the dashboard has become. This new design and feature has replaced the existing dashboard and is now part of the company’s standard.