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Leading Swiss Insurance

 

UI/UX Design


I contributed to the redesign of a formerly paper-based insurance advisory process, helping transition it into a fully digital, seamless mobile experience. Centered around Apple’s UI guidelines, we developed a mobile application that reimagines how insurance agents manage their work.

Prior to this transformation, agents relied heavily on printed materials and manual workflows, which often led to inefficiencies, delays, and a high risk of errors. This outdated approach also added unnecessary administrative overhead, ultimately impacting productivity and customer satisfaction.

With usability at the core, our solution empowers agents to access client information, deliver personalized advice, and streamline their daily tasks—all from a single intuitive platform.



Challenges Identified

  • Inefficient, error-prone paper workflows

  • Administrative burden and process delays

  • Lack of real-time access to client information

  • Limited digital tools for mobile agents

Approach

  • Applied Apple UI guidelines to ensure a seamless user experience

  • Prioritized usability and task efficiency in every design iteration


Outcome

  • Successful rollout of a mobile-first solution across the agent network

  • Increased efficiency and reduced manual errors

  • Empowered agents with real-time client access and streamlined workflows

  • Improved customer experience and agent satisfaction