PolicyFly is an all-in-one digital platform that’s revolutionizing insurance administration. We help insurers build better, more-profitable programs with streamlined online applications, faster and smarter underwriting, and the best technology money can buy. In the time I have been the UI/UX lead with PolicyFly, I have worked with the broader team to launch a number of new lines of business as well as improve the overall platform experience with new features and user-centered enhancements.
Collaborators
- PolicyFly Product
- PolicyFly Engineering
Deliverables
- Product Research
- User Experience Design
- User Interface Design
- Design System Development
Client
PolicyFly
Year
2018 – Present
A Material Design system that ensures consistency for customers and developers
The PolicyFly brand lives across a number of channels, requiring a robust design system to ensure it communicates effectively in print, digital advertising and various digital platforms. Using Material Design principles as the foundation, the carefully structured design system ensures design and engineering can align to deliver a consistent brand experience for customers from first adoption to application and renewal.
Primary Brand Colours
Brand Blue
#4A90E2
Dark Brand Blue
#3876BF
Primary Navy
#1A3056
Dark Navy
#182C4F
Brand Accent Colours
Orange
#F2A547
Burnt Orange
#EC5D35
Magenta
#D3145E
Mauve
#9B1C63
Purple
#61308A
Royal
#147AB9
User Feedback Colours
Success
#55D19A
Success Dark
#3EBE85
Warning
#FCC35B
Warning Dark
#EEAB32
Error
#F17F74
Error Dark
#D6574B
H1
Welcome to PolicyFly
H2
Explore Coverages
H3
Review Policy Details
H4
Auto Liability Loss Experience
H5
Any Losses Greater Than $100,000 in the Last 5 Years?
H6
346 Madison Ave (44th St), New York, New York, 10017
Body Sub-headings
Description of Operations
Body Copy
All drivers (including drivers using their personal vehicles for any company business) must have annual MVR's reviewed and no drivers under 25 or over 70; drivers cannot have more than 1 moving violation in 3yrs. and no major violations in 5 years. Driver that has DUI on record is unacceptable. A driving record for the past five (5) years with a major violation and three (3) years for all other violations. These Drivers must be excluded or placed in a non-driving position. A driver limitation endorsement is allowed in places on a driver in any state that does not allow driver exclusions. All drivers must carry minimum financial responsibility limits and not contain a work use exclusion on their policy.
Body Links
Learn More
Text Buttons
CLICK HERE
Distilling complex paper based policy lifecycles to one intuitive digital experience
The platform is designed to give your team complete control over the policy lifecycle. From rate and quote to issue and renewal, PolicyFly makes it simpler, quicker, and more profitable for customers. The continually evolving feature set offers complete policy management, automated programs, seamless distribution, and enhanced service all in one place.
Tailored LOB Landing Pages
Tailored segment specific landing page funnels help to advertise and create awareness of new lines of business the platform offers. From automotive to home and maritime insurance, these targeted pages drive businesses’ first step towards adopting the platform as their preferred method of policy management.
Smart Application Forms
Smart fields and forms help agents drive more business, faster. Obsessively designed and engineered to create seamless online applications and submissions, these forms utilize strategic 3rd party data partnerships to effectively predict what agents will enter driving higher and faster completion rates.
Application Activity Dashboard
The application activity pages offers users complete oversight and history of their workstreams. Powerful history logs show where each policy stands at any point in time, while the tasks feed allows users to assign work and set reminders. These parallel feeds ensure users no longer have to dig through emails to understand the status and history of their active applications and policies.
Real-Time Business Tracking
The application dashboard allows users to track retention, loss and bind ratios and much more in real-time. Designed to incentivize agents with commission tracking and gamification elements, the dashboard provides a clear overview of the change in application efficiency over time.
Sophisticated workflows driven by simplicity and accountability
The ability to track the status of applications and tasks associated with them empowers users to collaborate on their progress. The quote adjuster allows agents to automatically hit their target premium by controlling parameters the customer underwriting team defines. Application diffs and “one click” renewals help users to quickly review their policy lifetime and efficiently edit and progress it.
