Self Service Web Portal

Auto Insurance Self-service Web App

Sidekick dashboard — Insurance self-service portal

Self-service policy section technical blueprint — Service blueprint for the policy details and various policy functions.

Interaction Strategy

Example of Sprint Handoff Materials

account.verti.com/#/login

Project Overview:

Agile development methodologies
IA & interaction design focused on reducing clicks and cognitive load
Supported by robust User Flows & Service Blueprint
Verti’s Design System offers visual consistency
User testing & click tracking help direct iterations

This online self-service portal gives Verti customers access to review and modify their policies, make payments, claims and endorsements (policy coverage changes, including the signing of contracts). This project included IA, interaction design strategy, flows, wireframes, prototypes, UIs and system blueprints. The application was developed in AngularJS using Agile methodologies as an MVP and released in 4-months. Once live we iterated and expanded on functionality.

Functionality includes:

- Easy access services (no login needed)
- Account creation
- Login
- Change password
- Bill review/pay
- User preferences
- Policy modification
  - Add Driver
  - Add/change/remove vehicle
  - Coverage modification
- Endorsements
- Claim reporting
- FAQ & General info