INSURANCE SALES TOOL

The project is aiming at providing a digital sales tool for insurance agents. It is one of the pioneer projects of the client that could help turn the organization into a customer-centric financial group. This project aims to provide a seamless and intuitive sales experience that will work across regions. On top of the existing business flow, it contains three modules and targets agents from 3 countries in phase one.

Working closely with the other design team members, I worked on this project for over a year and a half, the job functionality covers from UX to UI. As the User Experience Designer, I helped to translate business requirements into the design language and laid the foundation for one of the key modules. As the Visual Designer, I worked together with the other designers to define the style guideline for the entire system and delivered the designs for another module.