Challenge Summary
Welcome back to the "Insurance Agent Responsive Portal Design Enhancements Challenge". We recently completed a Responsive Web Design Challenge to create the initial design concepts for an Insurance Agency application to capture the "Insurance Agent Portal" experience. Now in this challenge, we are looking for you to:
1) Continue improving and refining the design with more "Wow" UI concepts.
- We will be providing you with the winning design(s) from the previous challenge to be used as your base reference/wireframe.
- The current UI designs feel safe and conservative so use them as your "wireframe" but create something completely new.
2) Create a new or different approach to the UI experience
- We are looking for a wide range of different UI approaches
- Think modern and futuristic approaches with great typography and color usage.
- Think about futuristic technologies like cognitive, AI bots etc.
We are looking for new ways to think about the user interface in this challenge (and for this industry). We recommend you do some research and think of different approaches to how this dashboard could look (and what modern or futuristic approaches could be used). We are also looking for more "Wow" and eye-catching visual approaches. This industry can be very stale/boring…so think beyond the industry (do not look at competitors in this space - think of other industries/design concepts)
- Show a Desktop, Tablet and Phone screens with your new UI
- We would like to review:
- 1. Dashboard (Desktop, Tablet, Phone)?
- 2. Services (Desktop, Tablet, Phone)??
Challenge Details
This challenge is focused on an Insurance Agent Portal for 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!
In this Enhancement Challenge, we want to concentrate more on the UI and explore more ideas, colors, typography, and technology that makes this portal stand out and be more engaging. We are looking to showcase your concepts to different people within the industry so looking for more exploration, creativity and not specific to a single brand.
User Story
Bob is an Insurance Agent who is 63 years old. He wants to quickly view his Agent Portal and see his day-to-day items but what he also needs to take action on or what information will help him close the latest deal. He would like the Agent Portal to be smart and informative as he is NOT very tech savvy so the experience should be more prescriptive not just descriptive (Prescriptive models tell the user what to do, actions to take, helps the user). Bob wants his dashboards to be more user-centric, action-oriented and more about quickly telling him the complete story.
Bob logs into his Agent Portal and views his dashboard which shows existing customers and any actions or attention they might need. The dashboard also shows new customer leads and any recommended actions. Bob is also able to see the agency related targets, his targets, commissions, and related tasks. He is able to contact customers, send them policy information and he can quickly create quotes based on their business and issues policies online. A vital part of the quote creation process is the ability for Bob to create quotes on his tablet when he is working with a customer in-person and able to intake their information and provide a quote on the spot.
Design Considerations
- The Agent Portal is Responsive. In each form factor, there might be more or less features based on how it needs to be used from phone to desktop.
-The UI design needs a more of a Wow factor (to showcase your ideas) to our potential customers.
- We are providing the designs from the previous challenge. This is a design enhancement challenge so we are looking to improve the results based on the requested enhancements.
Documents
See Forum URL
Branding Guidelines
Color palette - This is open. Do some research on great color palettes… push the use of color! We are expecting you to explore colors, navigation, icons, typography etc.
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)
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 the challenge screening.
Required Pages/Features
Many screens in the flow were missed in the first challenge. If you do not understand the flow please ask! We need to capture all steps in the user flow.
1. Dashboard (Desktop, Tablet, Phone)
- See provided designs
- Capture current wireframe features but improve on the UI, colors, typography etc.
What are the priority features and actions when the Agent is using Desktop vs Tablet vs Phone?
2. Services (Desktop, Tablet, Phone)
- See provided designs
- Capture current wireframe features but improve on the UI, colors, typography etc.
- Within Service view, there are 3 columns. 1) My items 2) Campaigns 3) Upsell Opportunities.
-That is in reference to the 1st column to be further subdivided into 2 sections showing (from the Agent's point of view)-
-- a.) Recent completed changes and
-- b.) Changes requested by customer that are pending
- Service view I should be able to view the Recent Accounts, Customers, and Policies.
3. Sales (Desktop, Phone)
- See provided designs
- Capture current wireframe features but improve on the UI, colors, typography etc.
- Agent should be able to launch new sales opportunities
- 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 provided designs
- Capture current wireframe features but improve on the UI, colors, typography etc.
- This is agency view page
- Agent should be able to start a new quote
-- Within Agency view there were 3 columns. 1) Grow 2) Manage 3) Facilitate
--- Under Grow - 1. Awards, 2. Training Docs, 3. Marketing Docs.
--- Under Manage - 1. Commissions, 2. Licensing, 3. Agency Manual
--- Under Facilitate - 1. Tools, 2. Training Calendar, 3. File Room
5. Quote Creation (Tablet)
- See provided designs
- Capture current wireframe features but improve on the UI, colors, typography etc.
- This is the most important flow in this application. Feel free introduce new concepts supports this flow
- Agent can create new quote by picking the small business (eg. small commercial business is like a local family owned restaurant - which has like 8 employees and they are insuring their business and business assets through this insurance) from the given options
- Or able to search for a small business
- Fill in the details from the customers (this can happen over the phone or in-person)
- Important: Quote flow should be launched from the Account – which isn’t coming out clearly in the current design.
a.) Creating Quote flow should capture the following details
- 1) Business Name
- 2) Business Address
- 3) Contact Details
b.) And Packages which would collect the required info on the business like
- 1) # of employees on the payroll.
- 2) # of business locations.
- 3) Business started year
- 4) Type of product interested in -
-- 1.Property
-- 2.General Liability
-- 3.Workers Comp
-- 4.Cyber
- 5) Choose the coverages applicable
- 6) See the risk model and lifetime value of the customer before the quote and providing the different packages.
- 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
- See provided designs
- Capture current wireframe features but improve on the UI, colors, typography etc.
- 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
- See provided designs
- Capture current wireframe features but improve on the UI, colors, typography etc.
- After picking the Premium, the Agent will be able to complete the transaction.
- Can able to see the summary and option to mail customer.
6. Any Additional Functionality or Screens
- Do you have any additional concepts, ideas or suggestions for the Insurance Agent Application?
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 between 60 to 70 years of age and not tech-savvy
Judging Criteria
- How well did you improve the UI and provide new and creative experiences
- 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.
1) Continue improving and refining the design with more "Wow" UI concepts.
- We will be providing you with the winning design(s) from the previous challenge to be used as your base reference/wireframe.
- The current UI designs feel safe and conservative so use them as your "wireframe" but create something completely new.
2) Create a new or different approach to the UI experience
- We are looking for a wide range of different UI approaches
- Think modern and futuristic approaches with great typography and color usage.
- Think about futuristic technologies like cognitive, AI bots etc.
We are looking for new ways to think about the user interface in this challenge (and for this industry). We recommend you do some research and think of different approaches to how this dashboard could look (and what modern or futuristic approaches could be used). We are also looking for more "Wow" and eye-catching visual approaches. This industry can be very stale/boring…so think beyond the industry (do not look at competitors in this space - think of other industries/design concepts)
Round 1
As many UI design updates and enhancements that you can complete for feedback- Show a Desktop, Tablet and Phone screens with your new UI
- We would like to review:
- 1. Dashboard (Desktop, Tablet, Phone)?
- 2. Services (Desktop, Tablet, Phone)??
Round 2
All Remaining screens (Desktop, Tablet, Phone) updated with your new UI enhancementsChallenge Details
This challenge is focused on an Insurance Agent Portal for 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!
In this Enhancement Challenge, we want to concentrate more on the UI and explore more ideas, colors, typography, and technology that makes this portal stand out and be more engaging. We are looking to showcase your concepts to different people within the industry so looking for more exploration, creativity and not specific to a single brand.
User Story
Bob is an Insurance Agent who is 63 years old. He wants to quickly view his Agent Portal and see his day-to-day items but what he also needs to take action on or what information will help him close the latest deal. He would like the Agent Portal to be smart and informative as he is NOT very tech savvy so the experience should be more prescriptive not just descriptive (Prescriptive models tell the user what to do, actions to take, helps the user). Bob wants his dashboards to be more user-centric, action-oriented and more about quickly telling him the complete story.
Bob logs into his Agent Portal and views his dashboard which shows existing customers and any actions or attention they might need. The dashboard also shows new customer leads and any recommended actions. Bob is also able to see the agency related targets, his targets, commissions, and related tasks. He is able to contact customers, send them policy information and he can quickly create quotes based on their business and issues policies online. A vital part of the quote creation process is the ability for Bob to create quotes on his tablet when he is working with a customer in-person and able to intake their information and provide a quote on the spot.
Design Considerations
- The Agent Portal is Responsive. In each form factor, there might be more or less features based on how it needs to be used from phone to desktop.
-The UI design needs a more of a Wow factor (to showcase your ideas) to our potential customers.
- We are providing the designs from the previous challenge. This is a design enhancement challenge so we are looking to improve the results based on the requested enhancements.
Documents
See Forum URL
Branding Guidelines
Color palette - This is open. Do some research on great color palettes… push the use of color! We are expecting you to explore colors, navigation, icons, typography etc.
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)
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 the challenge screening.
Required Pages/Features
Many screens in the flow were missed in the first challenge. If you do not understand the flow please ask! We need to capture all steps in the user flow.
1. Dashboard (Desktop, Tablet, Phone)
- See provided designs
- Capture current wireframe features but improve on the UI, colors, typography etc.
What are the priority features and actions when the Agent is using Desktop vs Tablet vs Phone?
2. Services (Desktop, Tablet, Phone)
- See provided designs
- Capture current wireframe features but improve on the UI, colors, typography etc.
- Within Service view, there are 3 columns. 1) My items 2) Campaigns 3) Upsell Opportunities.
-That is in reference to the 1st column to be further subdivided into 2 sections showing (from the Agent's point of view)-
-- a.) Recent completed changes and
-- b.) Changes requested by customer that are pending
- Service view I should be able to view the Recent Accounts, Customers, and Policies.
3. Sales (Desktop, Phone)
- See provided designs
- Capture current wireframe features but improve on the UI, colors, typography etc.
- Agent should be able to launch new sales opportunities
- 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 provided designs
- Capture current wireframe features but improve on the UI, colors, typography etc.
- This is agency view page
- Agent should be able to start a new quote
-- Within Agency view there were 3 columns. 1) Grow 2) Manage 3) Facilitate
--- Under Grow - 1. Awards, 2. Training Docs, 3. Marketing Docs.
--- Under Manage - 1. Commissions, 2. Licensing, 3. Agency Manual
--- Under Facilitate - 1. Tools, 2. Training Calendar, 3. File Room
5. Quote Creation (Tablet)
- See provided designs
- Capture current wireframe features but improve on the UI, colors, typography etc.
- This is the most important flow in this application. Feel free introduce new concepts supports this flow
- Agent can create new quote by picking the small business (eg. small commercial business is like a local family owned restaurant - which has like 8 employees and they are insuring their business and business assets through this insurance) from the given options
- Or able to search for a small business
- Fill in the details from the customers (this can happen over the phone or in-person)
- Important: Quote flow should be launched from the Account – which isn’t coming out clearly in the current design.
a.) Creating Quote flow should capture the following details
- 1) Business Name
- 2) Business Address
- 3) Contact Details
b.) And Packages which would collect the required info on the business like
- 1) # of employees on the payroll.
- 2) # of business locations.
- 3) Business started year
- 4) Type of product interested in -
-- 1.Property
-- 2.General Liability
-- 3.Workers Comp
-- 4.Cyber
- 5) Choose the coverages applicable
- 6) See the risk model and lifetime value of the customer before the quote and providing the different packages.
- 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
- See provided designs
- Capture current wireframe features but improve on the UI, colors, typography etc.
- 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
- See provided designs
- Capture current wireframe features but improve on the UI, colors, typography etc.
- After picking the Premium, the Agent will be able to complete the transaction.
- Can able to see the summary and option to mail customer.
6. Any Additional Functionality or Screens
- Do you have any additional concepts, ideas or suggestions for the Insurance Agent Application?
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 between 60 to 70 years of age and not tech-savvy
Judging Criteria
- How well did you improve the UI and provide new and creative experiences
- 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.