NARS Responsive Screens

North American Risk Services (NARS)

B2B Enterprise Software InsurTech 0→1 Product Build Agile User Research Workflow Mapping UX/UI Design Design System Accessibility (WCAG 2.1)

From C3 Chaos to Claim Clarity

Rebuilding the NARS adjuster experience into a unified, scalable claims workspace.

🎯 Overview

For Phase I of the Claim Processing Application, I led the design of a 0→1 MVP that reimagined how NARS adjusters handled claims across the legacy Claims Cube (C3) environment.

The existing C3 experience required adjusters to move through disconnected workflows, scattered claim details, manual documentation patterns, and inconsistent task handling. The MVP replaced that structure with a unified claims workspace that centralized claim handling, documents, communication, to-dos, and parties into a clearer, more scalable operational model.

The goal was not simply to modernize the interface. It was to reduce context switching, improve workflow predictability, support compliance-heavy claim operations, and create a foundation the product team could confidently expand beyond MVP.

🙋🏼‍♀️ My Role

As the UX/UI designer, I led the end-to-end design of the MVP — from discovery, workflow mapping, and research synthesis through Figma interface design, prototyping, design systems, and engineering handoff.

I partnered with product, engineering, business analysts, QA, stakeholders, and a junior designer to turn complex claim workflows into structured, accessible, Angular-ready product patterns that supported MVP delivery and future platform growth.

📌 Key details

  • Duration: 13 Months (August 2021 – September 2022)
  • Location: Remote
  • Team: 5 Developers, 1 UX/UI Designer, 1 Junior UX/UI Designer, 2 Business Analysts, 1 QA Analyst, 1 Product Owner, and 2 Stakeholders
  • Tools: Figma • FigJam • Maze • Miro • HTML/CSS • JavaScript • VS Code (Angular) • Adobe CC • ClickUp

📈 Key Outcomes

67%

Usability Increase

Centralized workflows and clearer hierarchy reduced friction across daily claim work.

71%

Satisfaction Uplift

Predictable patterns and stronger task visibility improved adjuster confidence.

80%

Development Velocity

Reusable components and Angular-ready patterns accelerated MVP delivery.

45%

Support Reduction

Guided workflows and clearer documentation reduced common support needs.

“The progress on the Claim Processing Application has been transformative for our adjusters. Workflows feel clearer, faster, and far more predictable than anything we’ve had before. For the first time, teams can move through claims without the constant friction of switching between tools or second-guessing next steps. We’re extremely pleased with where the product is today — and even more excited about the strong, scalable foundation it gives us for continued growth.”

Michael ReynoldsSenior Operations Stakeholder

TL;DR.

I led the UX strategy and UI design for a 0→1 enterprise claims platform MVP that replaced disconnected Claims Cube workflows with a centralized, WCAG 2.1 AA–aligned adjuster workspace. The product unified claim handling, documentation, communication, and task management while introducing a scalable Figma design system aligned to Angular implementation.

The MVP delivered a 67% increase in usability, 71% uplift in user satisfaction, 80% faster development velocity, and a 45% reduction in support tickets by improving workflow clarity, reducing context switching, and creating reusable product patterns for future growth.

01

The Problem.

Claims processing depended heavily on disconnected workflows within the legacy Claims Cube (C3) experience. Adjusters moved between siloed screens, manual workarounds, spreadsheets, and inconsistent claim handling patterns that slowed daily work, reduced visibility, and increased operational risk across the claim lifecycle.

The challenge was not just interface modernization. The product needed to translate complex, compliance-driven claim work into a structured experience that reduced ambiguity, improved task predictability, and helped adjusters manage high-volume workloads with greater confidence.

No Product Foundation

No scalable product structure, workflow model, or reusable UI system existed to support the new MVP.

Disconnected C3 Workflows

Claims, documents, communication, and tasks lived across separate C3 patterns, forcing users to rebuild context.

Manual Claim Handling

Duplicate entry, repetitive steps, and inconsistent claim records created avoidable effort and risk.

Unclear Next Steps

Inconsistent workflow patterns made it harder for adjusters to know what needed attention next.

Limited Claim Visibility

Claim status, ownership, handoffs, and supporting documentation were difficult to track across teams.

Adoption Risk

Without clear structure and trust, users were less likely to adopt a new platform with confidence.

Claims Cube (C3) — Where Workflow Clarity Broke Down

This C3 claim screen shows the kind of dense, disconnected experience adjusters worked through daily. Key claim details, documents, activities, policy data, and next steps were visible in pieces, but the interface did not clearly guide users toward what needed attention first.

Annotated Claims Cube C3 claim screen showing disconnected C3 Workflows, dense claim data, buried documentation, unclear next steps, and limited task prioritization.

Annotated C3 screen showing how claim context, documentation, activities, and required tasks were technically available, but difficult to scan, prioritize, and act on efficiently.

02

Project Goals.

The goal for Phase I was to move beyond the limitations of C3 and define a clearer, more reliable way for adjusters to manage daily claim work.

Instead of treating the MVP as a surface-level redesign, we focused on the behaviors that created the most friction: finding claim context, understanding what needed attention, documenting work, and coordinating across roles.

These goals helped the team prioritize clarity, consistency, and workflow confidence before moving into detailed interaction design.

Build for Adoption & Scale

Create a consistent foundation users could trust and the product team could expand over time.

Centralize Claim Context

Reduce screen switching by giving adjusters a single place to stay oriented around active claim work.

Reduce Manual Effort

Minimize repetitive work through smart defaults, validation patterns, and clearer system feedback.

Strengthen Claim Records

Support in-context notes, structured call logs, message history, and audit-ready claim documentation.

Create Predictable Workflows

Guide junior adjusters clearly while helping experienced adjusters move quickly through claim volume.

Improve Cross-Team Visibility

Make claim status, ownership, handoffs, and next steps easier to see across teams and roles.

MVP Focus Areas

Once the goals were aligned, we organized the MVP around six core areas of the claim experience. This created a shared product model for what Phase I needed to support before detailed interaction design began.

Claim-Centered Workspace

A shared model for structuring the MVP around daily adjuster work.

Claims

Claim status, intake, lifecycle context

To-Dos

Task sequence, required actions, follow-ups

Claim Details

Loss details, policy data, claim context

Documents

File access, records, supporting documentation

Communication

Calls, notes, messages, claim history

Parties

People, roles, ownership, contacts

03

Strategic Approach.

With the MVP scope defined, the next step was turning the goals into a clear design strategy that could guide product decisions, interaction patterns, and engineering alignment.

We focused the approach around four strategic moves: unify daily claim work, reduce cognitive load, build trust through clearer workflows, and scale the system through reusable patterns.

01 Unify Workflows

Design Moves

  • Claim-centered workspace
  • Persistent document access
  • Integrated communication tools

Connected core claim work into one model so adjusters could maintain context across tasks, documents, and communication.

02 Reduce Cognitive Load

Design Moves

  • Clear visual hierarchy
  • Progressive disclosure
  • Consistent interaction models

Simplified dense claim information so users could scan, prioritize, and act with less effort.

03 Build Trust Through Structure

Design Moves

  • Guided task flows
  • Structured documentation
  • Status and ownership cues

Made required actions, records, and handoffs clearer so adjusters could work with more confidence and fewer missed steps.

04 Scale Through Systems

Design Moves

  • Design system foundations
  • Angular-ready UI patterns
  • Tokenized component styles

Created reusable patterns that supported MVP consistency while giving the product team a foundation for growth.

From Separate Workflows to a Claim-Centered Workspace

Rather than translating C3 directly into a new interface, we reframed the experience around how adjusters needed to move through active claim work.

Legacy C3

Disconnected Workflow Areas

Claims
Documents
Tasks
Communication
Parties

Users rebuilt context across separate screens and patterns.

NARS Core MVP

Claim-Centered Workspace

Active Claim Workspace
Claims To-Dos Claim Details Documents Communication Parties

Core claim work moved into one structured workflow model.

Unify Workflows Reduce Cognitive Load Build Trust Through Structure Scale Through Systems
04

Exploration & Research.

Because this was a 0→1 product effort, discovery focused on understanding how adjusters actually moved through claim work inside the existing C3 environment.

We used Maze surveys, interviews, workflow observation, and persona development to uncover where work slowed down, where context broke apart, and where users relied on manual tracking to complete critical claim tasks.

Research revealed recurring issues around context switching, duplicate data entry, limited task visibility, unclear ownership, and inconsistent documentation patterns. These findings shaped the MVP’s navigation model, workflow structure, and prioritization strategy.

What We Needed to Learn

  • How adjusters moved through active claim work.
  • Where C3 workflows caused delays, rework, or lost context.
  • Which tasks relied on manual tracking outside the system.
  • Where claim context, ownership, or documentation broke down.
  • Which moments created uncertainty, hesitation, or missed steps.

How It Shaped Discovery

  • Confirmed C3 limitations affected both junior and senior adjusters.
  • Revealed task clarity, visibility, and ownership as recurring gaps.
  • Prioritized a centralized, claim-first structure for the MVP.
  • Elevated documentation and communication as trust drivers.
  • Separated MVP needs from future-state opportunities.
04.1

Baseline Survey.

We used a brief Maze survey to establish a baseline view of how junior and senior adjusters moved through claim work.

The goal was to identify where time was lost, where workflows felt fragile, and which patterns created the most friction across high-volume, compliance-driven tasks.

The responses confirmed that the existing C3 experience was slowing users down through repeated context switching, duplicate entry, unclear next steps, and difficulty locating supporting documentation during active claim work.

Key Survey Questions

  • “How often do you switch between screens while managing a claim?” — 73% said more than 5 hours per day
  • “How confident are you that you always know the next required step?” — 61% felt less than confident
  • “How often do you re-enter the same information across screens?” — 68% said more than 3 hours per day
  • “How easy is it to locate the documents or notes you need?” — 78% said not very easy
  • “How clearly can you track ownership, status, or escalations?” — 57% felt very unclear
04.2

Interviews.

Building on the survey findings, we conducted one-on-one interviews with adjusters and team leads to understand the behaviors behind the data.

These conversations clarified how role, experience level, claim volume, and compliance pressure shaped day-to-day workflows. They also helped guide early decisions around task visibility, document access, guided actions, and claim-level communication.

A clear pattern emerged: junior and senior adjusters needed the same foundation of clarity, but their friction showed up differently. Junior adjusters needed guidance and reassurance. Senior adjusters needed speed, visibility, and fewer interruptions.

What We Heard

Junior and senior adjusters shared the same need for clarity, but their day-to-day friction showed up differently.

Junior Adjusters

  • Guidance-Dependent: Needed clearer prompts to move through each step confidently.
  • Information Gaps: Struggled to know where key claim details and updates lived.
  • Compliance Anxiety: Worried about missing required notes, documents, or steps.
  • Workflow Uncertainty: Needed consistent patterns and clearer next actions.
  • Centralized Access: Benefited from one place to find claim context quickly.

Senior Adjusters

  • Speed & Accuracy: Needed faster access to reliable claim details and history.
  • C3 Fatigue: Lost time moving across screens to complete routine work.
  • Visibility Gaps: Needed quick views into claims status, risk, and ownership.
  • Manual Friction: Wanted fewer repetitive updates, steps, and workarounds.
  • Handoff Clarity: Needed clearer signals for tasks, escalations, and follow-ups.
04.3

Personas.

To keep product decisions grounded in real adjuster needs, we distilled the research into two primary personas: junior adjusters and senior adjusters.

Together, these personas helped frame the MVP around two critical needs: confidence for newer adjusters and speed plus visibility for experienced adjusters. They became decision-making tools for navigation, task sequencing, documentation patterns, and workflow density.

User: Emily Chen
User: Robert Thompson
04.4

Workflow Journey.

After synthesizing survey results, interviews, and persona insights, we mapped the full claims workflow journey in Miro from intake through investigation, evaluation, resolution, and closure.

This exercise clarified where adjusters lost time, where context broke down, and where the experience created uncertainty instead of momentum.

The journey exposed recurring breakdowns around documentation access, communication tracking, manual prioritization, ownership visibility, and claim handoffs across the legacy C3 structure.

Journey map showing the NARS claim lifecycle from intake through closure, including adjuster emotions, user thoughts, pain points, and opportunities for a unified claims workspace
05

Discovery Workshop.

I facilitated a structured discovery workshop in FigJam with product, stakeholders, business analysts, engineering, and adjuster team leads to translate research findings into actionable MVP priorities.

The workshop helped the team connect what we heard in research to the parts of the C3 experience that created the most friction: disconnected workflow areas, unclear next steps, documentation risk, and limited claim context.

Four priorities emerged: unify daily claim work, clarify high-value tasks, strengthen documentation trust, and create reusable system patterns for MVP delivery.

Discovery workshop findings showing C3 workflow inefficiencies, communication gaps, documentation and compliance risk, user insights, and proposed experience improvements for the NARS Claim Processing Application.
06

Ideation & Strategy.

Using FigJam to organize early ideas, ideation focused on turning research and workshop priorities into a scalable product structure that supported real adjuster behavior without recreating the limitations of C3.

Early concepts explored how users would enter the platform, manage claim work, access documentation, complete tasks, and maintain context across high-volume workflows.

What We Explored

  • Dashboard-first versus claim-first workflow models
  • Persistent document access across active claims
  • Task sequencing, ownership, and escalation visibility
  • Workspace density and information hierarchy
  • Communication patterns tied directly to each claim

What We Prioritized

  • A centralized, claim-first workspace
  • Persistent access to documents and communication
  • Clear to-do sequencing and ownership visibility
  • Scannable layouts for high-volume claim work
  • Reusable patterns aligned to Angular implementation
06.1

Sketching.

Early concepts leaned heavily toward operational dashboards, but stakeholder reviews exposed unnecessary complexity for the MVP.

I pushed the team toward a more focused claim-first model that prioritized scannability, task sequencing, and faster decision-making over broad dashboard visibility. This tradeoff reduced scope risk while creating a stronger foundation for the workflows adjusters used most often.

Sketching in FigJam helped translate workshop priorities into structure before the team invested in higher-fidelity screens. We explored low-fidelity directions for the claim landing page, active claim views, to-do handling, document access, and communication patterns.

Claim Landing Page

Streamlined access to all claims with a clear to-do panel for priority task visibility.

Sketch Showing the Claims and To-Do Layout

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Claim Summary

Paired high-level claim context with a dedicated documents view to reduce screen switching.

Sketch Showing the Active Claim Workspace Layout

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Claim Details Workspace

Introduced tabbed navigation with persistent document access to keep claim context in view.

Sketch Showing the Claim Summary Layout + Document Panel

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06.2

Hi-Fi Wireframes.

Once the core workflow structure was aligned, we moved into high-fidelity wireframes in Figma to validate layout behavior, navigation clarity, and task sequencing before final UI design.

These wireframes gave stakeholders and engineering a shared view of how the product would function across realistic claim scenarios. Priority workflows included claim intake, task handling, claim details, and document management.

This phase surfaced structural improvements early, reduced downstream engineering rework, and clarified how the product should behave under high-volume claim activity.

Claim Landing Page

Consolidated active claims and to-do visibility into a cleaner, more focused workspace.

High-fidelity Claim Landing Page and To-Dos Wireframe.

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To-Do Request

Surfaced required task fields in a focused view to reduce confusion and improve completion speed.

High-Fidelity To-Do Request Wireframe.

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Claim Summary + Documents

Paired summary data with documentation access to support faster decisions and fewer screen jumps.

High-Fidelity Claim Summary Details Paired with a Documents List Wireframe

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07

Validation.

Because the MVP was being built inside a regulated claims environment, validation focused on reducing workflow risk without slowing delivery.

Instead of running large-scale usability studies, we used targeted walkthroughs with Unit Managers, product leadership, and operational stakeholders to evaluate the highest-impact claim workflows before engineering implementation accelerated.

Feedback was reviewed through an MVP lens: what needed to be refined for launch, what could be handled through clearer interaction patterns, and what should move into Phase II.

What Validation Needed to Confirm

  • Could adjusters move through core claim tasks with less uncertainty?
  • Did the workflow structure support task clarity and documentation access?
  • Were communication patterns clear enough for claim-level recordkeeping?
  • Could refinements improve usability without expanding MVP scope?

How Feedback Was Prioritized

  • MVP refinements: task clarity, documentation access, communication visibility.
  • Low-risk improvements: hierarchy, labels, guided actions, and workflow cues.
  • Deferred requests: broader feature ideas better suited for Phase II.
  • Implementation alignment: changes that fit the existing Angular-ready patterns.
07.1

Testing.

We ran scenario-based walkthroughs using realistic claim workflows and Maze-supported feedback prompts to evaluate how adjusters completed tasks, reviewed documents, managed communication, and navigated claim details inside the MVP experience.

The walkthroughs focused less on visual polish and more on workflow clarity, task confidence, information accessibility, and whether users could complete core actions without unnecessary interruption.

Findings from Testing Sessions

  • Task clarity needed stronger cues — Users needed clearer signals around required actions, sequencing, and what needed attention next.
  • Documents needed to stay closer to context — Users wanted supporting records easier to access while reviewing or updating an active claim.
  • Communication needed stronger claim connection — Calls, notes, and follow-ups needed to feel connected to the claim record, not separate from it.
07.2

Iterations.

Based on validation feedback, we made a focused set of refinements that improved day-to-day usability without changing the MVP architecture.

These updates addressed three workflow gaps uncovered during testing: capturing call notes in context, connecting notes to documents, and keeping multi-user communication traceable.

Calling Workflow

Feedback

Adjusters needed to capture call notes in real time without leaving the active claim.

Iteration

Added an inline note field and dial pad to support call documentation directly inside the claim workflow.

Calling workflow iteration showing inline call notes and dial pad

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Document-Linked Notes

Feedback

Notes stored only at the claim level made it harder to connect them to specific files.

Iteration

Added note entry directly into the Documents workflow to strengthen audit trails and keep file context easier to review.

Document-linked notes iteration showing notes added inside the Documents workflow

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Multi-User Messaging

Feedback

The original messaging pattern assumed one-to-one conversations, but complex claims often involved multiple adjusters.

Iteration

Allowed adjusters to add participants to an existing thread so claim communication stayed in one traceable history.

Multi-user messaging iteration showing users added to an existing claim message thread

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08

The Solution.

The final MVP, later piloted as NARS Core, transformed disconnected Claims Cube (C3) workflows into a centralized operational workspace designed around how adjusters actually process claims.

Instead of forcing users through siloed screens, manual tracking, and scattered handoffs, the product brought claim handling, documentation, communication, task management, and parties into a more structured workflow model.

The solution prioritized scannability, task predictability, and operational efficiency. Every major product decision focused on reducing unnecessary navigation, improving task awareness, and helping adjusters maintain context without relying on memory, side notes, or disconnected C3 patterns.

01 Centralized Claim Workspace

What Changed

  • Unified claim landing page
  • Claim details and to-dos together
  • Documents tied to each claim

Brought claims, tasks, documents, communication, and parties into one shared workspace.

02 Modular UI Architecture

What Changed

  • Scannable tables and summaries
  • Modular claim data panels
  • Consistent screen patterns

Organized dense claim data into predictable layouts that supported high-volume claim work.

03 Compliance-Ready Workflows

What Changed

  • Structured calls and messages
  • Document-linked notes
  • Status and ownership cues

Added guided actions, documentation support, and visibility cues for required claim work.

04 Scalable System Foundation

What Changed

  • Reusable Figma components
  • Tokenized color and spacing
  • Angular-ready UI patterns

Built reusable components and implementation-aligned patterns for future platform growth.

NARS Core — Where Claim Work Came Together

This final workspace shows how the MVP translated the approved workflow strategy into a claim-centered experience. Key claim details, task indicators, documentation, parties, and communication patterns were designed to stay connected so adjusters could scan, access, and act from one place.

Annotated NARS Core final workspace showing anchored claim context, surfaced required actions, connected documentation, parties tied to claim context, and communication alerts supporting claim continuity.

Annotated NARS Core screen showing how the final MVP brought claim context, documentation, required actions, parties, and communication into a more connected workflow.

09

Visual Design.

The visual system focused less on decoration and more on operational usability.

Because adjusters spent long periods inside high-volume workflows, the interface prioritized accessibility, repeatable patterns, reduced visual noise, and fast scanning over unnecessary visual complexity.

Typography, spacing, color, table structure, and component behavior were designed to support faster information processing, reduce cognitive fatigue, and create predictable workflow patterns across the MVP.

Accessibility Support

Applied WCAG 2.1 AA contrast, readable states, keyboard considerations, and clear interaction feedback across the system.

Repeatable Patterns

Created reusable layouts and components so users could build familiarity across claims, tasks, and documents.

Reduced Visual Noise

Used color, emphasis, and alerts intentionally so urgent information stood out without overwhelming the workspace.

Enterprise Scannability

Designed tables, summaries, and panels for fast scanning, clear comparison, and confident decision-making.

09.1

Color Palette.

The color palette was designed for heads-down, high-focus claim work while staying aligned with the NARS brand.

Deep blues and structured neutrals supported long reading sessions and dense data review. Semantic colors for alerts, success, and status were used intentionally so urgent items stood out without making the UI feel noisy.

All color decisions were tested against WCAG 2.1 AA contrast standards to support readability, accessibility, and fast recognition of system states.

Primary

NARS UI primary color palette used for core interface elements

Secondary

NARS UI secondary color palette used for status and alerts

Grayscale

NARS UI grayscale palette used for backgrounds, borders, and text
09.2

Typography.

While NARS traditionally used Optima Pro in print, the product team standardized on Barlow for the Claim Processing Application to better support screen-based, data-heavy workflows.

Barlow’s open counters, generous x-height, and clean geometry created a stronger hierarchy across tables, forms, and multi-column layouts. This helped adjusters scan quickly, maintain context, and work through dense claim information with less visual strain.

Barlow

Typography specimen showing Barlow styles used in the NARS UI
09.3

Design System.

Because the MVP was expanding across interconnected workflows, consistency became critical early in the process.

I created a scalable Figma design system that aligned closely with Angular implementation patterns, helping engineering move faster while keeping the experience visually and behaviorally consistent.

The system acted as the bridge between design and development. It included reusable components, tokenized styles, spacing standards, typography hierarchy, interaction states, and accessibility-conscious patterns that could scale across future releases.

I also partnered closely with engineering inside VS Code and Angular-based workflows to ensure components, tokens, and interaction patterns translated cleanly from Figma into implementation. This reduced duplicated design effort, improved handoff clarity, and contributed to an 80% increase in development velocity across the MVP.

Components

NARS UI component library showing icons, buttons, text fields, dropdowns, date pickers, radios, and checkboxes with various states
10

Final Designs.

The final designs expanded the MVP across the core workflows adjusters needed most: secure login, claim landing, filtering, to-dos, documents, parties, calling, messaging, and shared communication history.

Together, these screens show how NARS Core translated the product strategy into a scalable, accessible claims workspace.

Browse the final MVP screens across the primary claim workflows.

11

Reflection & Key Contributions.

This project reinforced that successful enterprise products are rarely solved through interface design alone.

The larger challenge was creating operational structure: aligning teams around workflow priorities, reducing ambiguity, balancing technical constraints, and designing a system users could realistically adopt under high-volume, compliance-driven conditions.

Several ideas explored during ideation intentionally did not move forward in the MVP. Dashboard-heavy views offered broader visibility, but they added complexity and implementation overhead. Prioritizing a focused claim-first experience created a clearer workflow foundation, reduced scope risk, and better supported the tasks adjusters handled every day.

This work blended product strategy, systems thinking, and hands-on execution. I helped move the team from scattered C3 workflows to a unified MVP foundation that improved clarity for users and gave the product team a scalable path forward.

Reflection

Above all, this project reaffirmed that great design is not about adding more interface. It is about giving people the clarity, structure, and confidence to move through complex work without feeling overwhelmed.

Helping adjusters regain control of their workflow — and feel supported instead of overwhelmed — was the moment where the work moved beyond screens and became something more meaningful.

It felt like catching the perfect wave 🌊 — when user insight, product direction, systems thinking, and execution finally moved together.

Key Contributions

  • MVP Design Direction: Turned disconnected C3 workflows into a centralized, claim-first product structure that gave the team a clear foundation to build from.
  • Research-to-Product Decisions: Used Maze surveys, interviews, and Miro workflow mapping to identify where adjusters lost time, rebuilt context, and needed clearer task guidance.
  • Cross-Functional Alignment: Facilitated FigJam workshops with product, stakeholders, business analysts, engineering, and operations to prioritize the highest-impact MVP workflows.
  • Core Workflow Definition: Defined claims, to-dos, documents, communication, and parties so adjusters could move through daily work with less friction and more confidence.
  • Scope & Usability Balance: Pushed the team toward a focused claim-first experience instead of dashboard-heavy views that added complexity and implementation risk.
  • Workflow Validation: Used targeted review sessions and Maze-supported feedback prompts to surface gaps in task clarity, documentation visibility, and communication flow.
  • Scalable Design System: Created reusable Figma components, tokens, interaction patterns, and accessibility-conscious foundations that supported consistency across the MVP.
  • Engineering Partnership: Aligned Figma patterns with Angular implementation to reduce handoff friction and keep the interface practical for development.
  • Documentation & Communication: Shaped patterns for in-context call notes, document-linked notes, and shared messaging history.
  • Adoption-Ready Experience: Prioritized predictable workflows, clear status cues, WCAG 2.1 AA–aligned patterns, and stronger operational trust in a regulated environment.
  • Product Roadmap Influence: Surfaced research-backed insights that helped product and stakeholders shape MVP priorities and clarify opportunities for Phase II expansion.

What I’d Do Differently.

Looking back, I would bring lightweight adjuster-facing validation into the process earlier. Stakeholder and unit manager reviews helped guide the MVP, but earlier prototype feedback from end users could have surfaced workflow refinements sooner around documentation, messaging, and task sequencing.

Adoption & Early Feedback.

The MVP created a clear shift in clarity, efficiency, and workflow predictability. What once required adjusters to move through disconnected C3 patterns now functions as a centralized workspace they can rely on.

Pilot reviewers highlighted clearer workflows, reduced screen switching, and a structure that better reflected how adjusters prefer to work. Full end-user testing was planned for Phase II, but early feedback showed strong confidence in the product direction and excitement around where the platform could go next.

“This MVP is already solving problems we’ve lived with for years. I’m really excited to see it grow — and I can’t wait for our teams to start using it once Phase II rolls out. It’s a huge step in the right direction.”

Laura BennettUnit Manager, Auto Claims

Future Opportunities.

While Phase I established the foundation, it also clarified opportunities for future platform growth. Several workflows were intentionally kept lightweight to support adoption, implementation speed, and MVP stability before expanding into more advanced operational capabilities.

  • Expand workflow automation for repetitive claim handling and approvals
  • Advance operational dashboards and cross-team reporting visibility
  • Smarter escalation and prioritization signals across active claims
  • Role-specific workspace customization for junior and senior adjusters
  • Deeper audit tracking and compliance workflow integrations
  • Additional scalable component patterns to support future platform growth

What’s Next.

Phase II focused on evolving the Claim Processing Application from a successful MVP into a more refined, scalable everyday tool for adjusters.

With the core workflow foundation in place, the next phase centered on improving navigation, strengthening claim context, reclaiming screen space for high-value data, and refining the interface around how adjusters handled more complex claim scenarios.

The goal was not to reinvent the product. It was to build on the MVP by making the experience more intuitive, more efficient, and better prepared for expanded features like Search, Notifications, Reserves, and Payments.

Coming Very Soon: Claim Processing Application – UI Redesign & Experience Refinement (Phase II)

Be Well!

Good design earns trust — by making complex work feel clear, actionable, and calm.