CSE Insurance group - B2B app

CSE Insurance Group, headquartered in Walnut Creek, California, is an American provider of property and casualty insurance. The company sells policies through the independent agent channel with roughly 700 agencies carrying their products, as well as through an online and phone direct marketing center. the project was based on an internal tool for new insurance agents within the company who needed to place home and vehicle insurance on the company’s website. They need a new user experience for their agents

The most important part was the user experience research, I always tested and validated our concept to find the best one. Through rapid prototyping, we iteratively improve product
prototypes, delivering integral products at each iteration and without
affecting the overall project timeline.

Changes and Final designs

Prototypes were created for all screens that a user would reach on their journey from the home page, to the pricing page and all the way through to the payment. It took 3 rounds of revisions, following a careful advice and feedback process, to reach a result that met the design and business objectives.

Project Results

Overall, CSE was absolutely thrilled with the UX platform I designed for their insurance package selection and pricing. The meticulous research and analysis stage, coupled with the iterative revision and feedback process, played a pivotal role in making this project an astounding success.

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