Challenge Summary
Welcome to the "Insurance Agent Responsive Portal Experience Design Concepts Challenge". In this design concepts challenge we are looking for you to design a responsive application to reimagine an insurance "Agent Portal" experience. This agent portal will focus on small commercial insurance agents who typically leverage personal relationships and more manual processes over technology. We are looking to create an engaging and useful portal that helps the insurance agent communicate and close more business!
These agents should be able to provide a quick insurance quote to their customers and should be able to view all the policy specific data within a single application. These insurance agents are not tech-savvy and so we need to design a simple and easy to understand UI/UX solution for them.
In this challenge we also want to explore optimized services available within the Responsive views. When the agent is viewing the portal on desktop what are the priority items versus the priority items on tablet and phone?. Desktop view will be more "all agent items" while tablet would be something an agent might use while traveling or sitting and working with a customer. Phone view might be simple read only or simple yes/no configurations.
Best of luck! We are looking forward to your great designs.
Round 1
Submit your initial design for a Checkpoint Feedback
1. Dashboard (Desktop, Tablet, Phone)
2. Services (Desktop, Tablet, Phone)
5. Quote Creation (Tablet)
5A.Quote Details
5B.Complete Quote Transactions
- As part of your checkpoint submission, you must upload your submission to MarvelApp so we can provide direct feedback on your designs. Please include the MarvelApp URL in your notes.txt.
- Make sure all pages have correct flow. Use the proper file numbers, (1, 2, 3, etc.)
Round 2
Submit your Final Design plus Checkpoint Updates
1. Dashboard (Desktop, Tablet, Phone)
2. Services (Desktop, Tablet, Phone)
3. Sales (Desktop, Phone)
4. Agency (Desktop)
5. Quote Creation (Tablet)
5A.Quote Details
5B.Complete Quote Transactions
6. Login (Desktop, Tablet, Phone)
- As part of your final submission, you must upload your submission to MarvelApp so we can provide direct feedback on your designs. Please include the MarvelApp URL in your notes.txt.
- Make sure all pages have correct flow. Use the proper file numbers, (1, 2, 3, etc.)
Background Overview
This agent portal will focus on small commercial insurance agents who typically leverage personal relationships and more manual processes over technology. We are looking to create an engaging and useful portal that helps the insurance agent communicate and close more business!
As a reminder In this challenge we want to explore optimized services available within the Responsive views. When the agent is viewing the portal on desktop what are the priority items versus the priority items on tablet and phone.
Goals
We want the Agent to be able to login and:
- Show a holistic view of the day to day work that needs action.
- Show existing customers who need service attention.
- Show new leads and potential customers and any next steps or action items. The Agent can provide quotes and issue policies for them online.
- Have agency related targets, commissions and related tasks shown intuitively.
- They should be able to answer all customers questions/queries and give them appropriate advice
Design Considerations
- The application design needs to be responsive. They need to be designed for Desktop/Tablet and Phone platform
- These insurance agents are not Tech-Savvy and so we need to design simple and easy to understand UI/UX solutions for them.
- They should be able to easily browse through the app and find all the information that they need.
- We are providing some simple wireframes to get you started. This is a design concepts challenge so we are looking for improvement/new concepts! Do not directly copy the wireframes.
Documents
Agency Experience Prototype.pdf.zip
Branding Guidelines
Follow the provided color palette
Agency-Experience-Colour-pallete.jpg
Target Devices
- Desktop Standard Screen Size: 1366px(w) × 768px(h)
- Tablet Landscape: 2048 (w) x 1536 (h) pixels.
- Phone Retina Screen Size (iPhone): 750px(w) × 1334px(h) (@2x)
Source File
The customer would prefer PSD source files for this challenge. Sketch is also allowed if photoshop is not available.
Stock Artwork (Icons, Photography)
- Stock artwork and icons are allowed for this challenge.
- Make sure to declare all your assets properly or you might fail screening.
Required Pages/Features
For this challenge, we are looking for these pages based on the use case scenario. But we are open to any extra screens that you suggest to support your design and user experience.
1. Dashboard (Desktop, Tablet, Phone) (See Slide 6)
- Agent should be able to see key navigation items
- Agent can see the projects they are currently working on
- Can see the projects of their coworkers and ability to join
- Links to Reports, Campaigns, Discussions
- Ability to change the view into list / grid / tiles
What is the priority for Desktop vs Tablet vs Phone?
2. Services (Desktop, Tablet, Phone)(See Slide 7)
- Ability to see all of their recent accounts/customers
- Ability to check running campaigns
- Ability to the upsell opportunities
3. Sales (Desktop, Phone)(See Slide 8)
- Agent should be able to launch new sales opportunities/start a new quote
- Able to see leaderboard and their achievements in Graphs
- Able to see brand effectiveness graph and advertising tools
- Sales results in graphs and their reports
4. Agency (Desktop)(See Slide 9)
- This is agency view page
- Used for Agent management
- Ability to see commissions
- Ability to change the view tile / list / grid
- Place Create New Quote Button in this screen
5. Quote Creation (Tablet)(See Slides 10-15 - think of these as wireframes/concepts)
- Agent can create new quote by picking the business from the given options
- Or able to search for a business
- Fill-in the details from the customers (this can happen over the phone or in-person)
- It is critical that the Agent can quickly fill out the Quote process but also make changes/edits to the quote based on the outcome.
5A.Quote Details
- Once an Agent has created a quote, they can see the best premiums policies.
- There will three types of premiums such as Basic Coverage, Standard and Recommended
- Since this app will be global, based on location, currency will be updated or can be changed (Currency options should be both dollar and pound/switch)
5B.Complete Quote Transactions
- After picking the Premium, the Agent will be able to complete the transaction.
6. Login (Desktop, Tablet, Phone)
- Create a login screen
- Provide Login error Screen
Important:
- Keep things consistent. This means all graphic styles should work together.
- All of the graphics should have a similar feel and general aesthetic appearance
Target Audience
Insurance Agents who are age between 60 to 70 and not tech-savvy
Judging Criteria
- Your design concepts for this user experience and keeping it simple for the target audience.
- Is the application user experience easy to use/intuitive?
- Cleanliness of your graphics and design.
Submission & Source Files
Preview Image
Please create your preview image as one (1) 1024x1024px JPG or PNG file in RGB color mode at 72dpi and place a screenshot of your submission within it.
Submission File
Submit JPG/PNG for your submission files.
Source Files
All original source files of the submitted design. Files should be created in Adobe Photoshop or Illustrator or Sketch. Layers should be named and well organized.
Final Fixes
As part of the final fixes phase, you may be asked to modify your graphics (sizes or colors) or modify overall colors. We may ask you to update your design or graphics based on checkpoint feedback.
Please read the challenge specification carefully and watch the forums for any questions or feedback concerning this challenge. It is important that you monitor any updates provided by the client or Studio Admins in the forums. Please post any questions you might have for the client in the forums.