Diego Valencia
Designer

QuoteFlow

A reverse bidding online platform for insurance brokers to streamline their policy renewal process. Project in collaboration with ZagaLabs LLC.

Even to this day, the business insurance industry in the United States operates in a very analogous way, mainly using paper, fax, and phone calls to communicate between brokers, buyers, and carriers. Digitally, email is the primary and only channel used.

While I worked at ZagaLabs LLC, I had the opportunity to design the interface for QuoteFlow, a reverse bidding online platform for insurance brokers to streamline their policy renewal process, helping them reduce overhead costs, increase speed, and offer better prices to its clients, all while improving the experience for all parties involved.

A simpler way to operate

QuoteFlow is serving three different users:

· Brokers want to simplify the policy renewal process by offering a self-service system for buyers to feed to and carriers to bid on.

· Carriers want the opportunity to quote for corporate insurance policies that must be renewed, competing with other carriers.

· Buyers want to renew their insurance policies quickly, efficiently, and on-time with the lowest possible quote.

There were three main requirements: 1) design a very easy to use tool for insurance brokers to add contacts, start auctions and checklists, 2) give a step by step form flow for buyers to fill in checklists 3), make auctions look simple for carriers to bid on.

The reason being for the step by step flow for buyers to fill in checklists is because it’s a long form and this way they don’t feel overwhelmed by having all the information at once. There is a smooth flow that’s guide them through the whole checklist.

The whole platform is focused on the simplicity and readability of all the information. White as a predominant color with some light grays to make it more clean and avoid distraction. The blue color is for cta’s and are clear actions in each screen.

Designing for simplicity

When Brokers create an account, QuoteFlow asks them to complete their profile. The way to do that is the same flow for buyers to fill in the checklists.

To encourage momentum and minis overwhelm, I kept the form simply and straightforward. I designed a color palette and interface to feel welcoming and intuitive.

Although it is a one question at a time form, there were some questions that I grouped. It makes sense to have certain questions in the same screen as they relate to the same information.

By placing milestones on the left side of the page and a progress bar on the top, gives encourage them to continue with the process.

Quote Flow

Adding my contacts

Brokers may add as many buyers and carriers they want to start sending checklists or creating auctions to invite their clients.

They would add their contacts one by one. In order to create a better user experience, they won't need to save one contact at a time but they add multiple in a single screen by tapping "save and add more".

Add contacts

Add contacts

Checklists

To encourage momentum and minis overwhelm, I kept the form simply and straightforward. I designed a color palette and interface to feel welcoming and intuitive.

Although it is a one question at a time form, there were some questions that I grouped. It makes sense to have certain questions in the same screen as they relate to the same information.

By placing milestones on the left side of the page and a progress bar on the top, gives encourage them to continue with the process.

Quote Flow
Quote Flow

Simple public auctions

As this is a reverse bidding platform, Brokers create auctions from checklists that buyers have filled out and specify a starting amount. Carriers then get into the auction page to place bids with a lower amount than the current bid.

Carriers and Brokers can have a streamline process for auctions that don't get lost in dozens of emails.

Create and review auction

Create and review auction

Public auction view

Public auction view