Assurance SaaS

Goal As a super user (admin), I manage the entire back office of the customer portal. My actions impact over 5,000 users, and I need to provide them with access to documents related to their insurance contracts. These documents can be linked either to specific companies or to specific policies. Therefore, I first choose the appropriate category (company or policy), and then assign the documents accordingly. Gains What used to be a time-consuming and error-prone task has become fast and efficient, thanks to a dedicated bulk document upload feature. The process now takes only a few minutes instead of hours. Process - Defined and challenged user goals - Translated goals into user flows - Created wireframes - Conducted user testing Metrics The average processing time for uploading 50+ documents went from over an hour to under 15 minutes, with significantly reduced mental load.