Insurance Dashboard
QuickBooks - 2020
The Insurance team was presented with the opportunity to insert our stand-alone experience inside of the larger QuickBooks platform. Having collected enough data on our first product we used this opportunity to take what we had learned and build an insurance experience that better served customer needs.
My responsibilities included:
Leading our user/market research,
creating the core user experience,
refining our visual design,
iterating on concepts
working cross functionally with other departments to launch within a few months.
More options
With our second product we wanted to provide business owners with a variety of insurance partners. That way we could match them with an insurer who was most compatible with their needs.
While we would recommend a specific partner to work with we made sure that business owners still had a range of option to choose from.
Smarter recommendations
For business owners just dipping their toes into the insurance world we built a recommendation tool focused on building their confidence and helping assess their business needs.
All in one place
Now that we were inside the QuickBooks platform it wasn’t enough to have a purchase focused experience. So we allowed businesses to upload their current insurance documents, file claims and eventually send certificates of insurance to vendors or customers.
Pre-quoting
One major concern business owners have when shopping for insurance is cost. So we created a feature that provided customers with an estimated price to reduce business owners concerns about buying insurance.