My Say Insurance

Maintaining and updating UI elements for the logged in interface.

Key Goal

To add new features and maintain an overall consistent look between both web and mobile applications

The Team

2 UI/UX Designer
8 Frontend Developers
1 Scrum Master
1 Product Owner

Timeline

First 6 months of my UX career.

Say Insurance

When I first started my UX career, not just at Shelter, but in life, I was working for a subsidiary called Say Insurance. It was a completely online experience and the company already had an established brand and presence.

My role was to maintain and update both the web and mobile applications.

Say shut down 6 months after I was hired on, but here I was able to learn basics of figma, web design and layout, and working directly with developers on an agile team.

1/1

Retention Team

I worked on the Say Retention team and helped maintain the status quo on the sites while also looking for areas of improvement. One job I was tasked with was making updating the web application to look like the mobile app.

I first had to take inventory of the mobile app and compare that to the current web pages.

High Fidelity

I took the initial wireframes and all the research to design high-fidelity prototypes.

I wanted the design to feel familiar to the staff using it so they could have a good user experience while improving it. We incorporated similar terminology and kept the interface simple.

I then conducted user testing with several accounting staff members and some underwriters.

No serious issues were found, but the backend couldn't code several elements the staff needed due to third-party vendor connections. I spoke with the product manager and decided to move forward with the pieces that could be coded and then add functionality and actions as they become available.

Example of the home office cash application on a laptop

The outcome

Since the Home Office Cash application has gone into production, it has cut down on time spent processing cash slips, lost money, and back and forth between accounting and underwriting.

Quotes:

"13 returns in 10 minutes. That includes spot-checking the mainframe to make sure the cash item cleared."

"It helps underwriting immensely, too. RSA's are done in minutes and not days."