Web/Mobile Application – Design System – UI Kit
STARR Underwriter Workbench Portal
Client: STARR Insurance
Defining the Future of Insurance Underwriting.
A Structured Design Process from Discovery to Delivery
- Structured methodology: Research →Information Architecture → Wireframing → Design
System → High-Fidelity Design → Handoff. - Underwriting workflow mapped across three stages: Started → Rated → Issued.
- Pages: Opportunity Summary, Underwriter Review, Quote Versions, Quote Proposal, Bind &
Issue. - Sitemap: L1-L4 hierarchy across Home Dashboard, UW Task Dashboard, Admin Portal.
Mapping the Underwriter's Journey Across the Application
- Architecture spans three primary sections: Home/Dashboard, UW Task Dashboard, and Admin Portal.
- Core flow: Opportunity Summary -> Underwriter Review -> Quote Versions -> Quote Proposal -> Bind & Issue.
- Progressive disclosure of information for specific tasks.
- Breadcrumbs and tab systems maintain context.
Building a Cohesive Visual Language for Enterprise Insurance.
Scalable Components Designed for Complex Data Workflows.
- Button system with comprehensive states.
- Input fields covering Text, Dropdowns, Date Pickers.
- Data visualization components optimized for insurance data.
- Dynamic Grid tables for large data sets.
From Pen & Paper to Pixel-Perfect Interfaces.
- Rapid hand-drawn wireframe sketches to explore layout options.
- Dashboard sketches for data visualization and tables.
- Opportunity Overview sketches for card-based architecture.
- Quote management sketches for tab navigation and comparison
A Data-Rich Dashboard That Empowers Underwriter Decision-Making.
- Two primary views: By Opportunity and By Policy for workflow flexibility.
- Interactive data visualizations for Status, Effective Date, and Target Quote Date.
- Powerful search, filter, and dynamic grid tables for quick access.
- Personalized greeting area and status indicators for workflow awareness.
Streamlined Policy Management with Progressive Information Disclosure.
- Opportunity Overview uses a four-card layout for critical info.
- Product-specific tabs enable quick filtering.
- Policy cards in a responsive grid display key details.
- Underwriter Review provides deep-dive access to Program Summary and Coverages.
End-to-End Quote Lifecycle from Creation to Proposal.
- Quote Versions page allows managing multiple quote options with tab-based navigation.
- Compare Quotes view enables side-by-side evaluation of key metrics.
- Quote Proposal generation provides template selection for client-facing documents.
- Complete flow reduces underwriting cycle time significantly.
