Building smarter tools for advisor collaboration
Product Design
Interaction Design
Prototyping
Building smarter tools for advisor collaboration
Product Design
Interaction Design
Prototyping
Building smarter tools for advisor collaboration
Product Design
Interaction Design
Prototyping
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An interactive prototype of the policy builder that was used to test with advisors.
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An interactive prototype of the policy builder that was used to test with advisors.
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An interactive prototype of the policy builder that was used to test with advisors.
Challenge
AIA Insurance wanted to modernise its advisor portal to keep pace with competitors and improve the experience for both advisors and clients. The existing portal was outdated, hard to use, and missing many of the features that rival insurers already offered. Insurance advisors often had to rely on manual processes or external tools, such as calling AIA underwriters directly, to get their work done.
The business needed a new vision for the portal that would boost efficiency, improve client interactions, and re-establish AIA as a leader in the market.
KEY CHALLENGES
01
The old advisor portal was outdated and lacked critical features
02
Competing insurers offered more advanced, user-friendly platforms
03
No clear vision existed for how the portal could better support advisors’ in the future
04
Advisors relied on inefficient workarounds, including manual processes
Challenge
AIA Insurance wanted to modernise its advisor portal to keep pace with competitors and improve the experience for both advisors and clients. The existing portal was outdated, hard to use, and missing many of the features that rival insurers already offered. Insurance advisors often had to rely on manual processes or external tools, such as calling AIA underwriters directly, to get their work done.
The business needed a new vision for the portal that would boost efficiency, improve client interactions, and re-establish AIA as a leader in the market.
KEY CHALLENGES
01
The old advisor portal was outdated and lacked critical features
02
Competing insurers offered more advanced, user-friendly platforms
03
No clear vision existed for how the portal could better support advisors’ in the future
04
Advisors relied on inefficient workarounds, including manual processes
Challenge
AIA Insurance wanted to modernise its advisor portal to keep pace with competitors and improve the experience for both advisors and clients. The existing portal was outdated, hard to use, and missing many of the features that rival insurers already offered. Insurance advisors often had to rely on manual processes or external tools, such as calling AIA underwriters directly, to get their work done.
The business needed a new vision for the portal that would boost efficiency, improve client interactions, and re-establish AIA as a leader in the market.
KEY CHALLENGES
01
The old advisor portal was outdated and lacked critical features
02
Competing insurers offered more advanced, user-friendly platforms
03
No clear vision existed for how the portal could better support advisors’ in the future
04
Advisors relied on inefficient workarounds, including manual processes
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A preview of the quote builder using progressive disclosure to keep options relevant to the user’s selections.
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A preview of the quote builder using progressive disclosure to keep options relevant to the user’s selections.
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A preview of the quote builder using progressive disclosure to keep options relevant to the user’s selections.
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A client detail page, from here advisors could edit client details, track recent applications and update existing policies.
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A client detail page, from here advisors could edit client details, track recent applications and update existing policies.
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A client detail page, from here advisors could edit client details, track recent applications and update existing policies.
Challenge
We collaborated with advisors over several weeks, running workshops and interviews to understand their needs and pain points. Working closely with a business analyst and stakeholders across the company, we mapped out user flows and explored new ways the portal could serve as both a management tool and a client-facing platform.
From early hand-drawn sketches, we moved into wireframes and then developed high-fidelity interactive prototypes using Axure. These prototypes were tested directly with advisors, whose feedback shaped refinements to client management and the policy builder experience. The policy builder became the most impactful feature, transforming policy creation into a visual tool that advisors could use in real time with clients to explain and configure coverage.
To communicate the vision clearly, we presented the concept and user journeys to senior stakeholders, showing not just the redesigned features but how the entire advisor journey could be improved.
Challenge
We collaborated with advisors over several weeks, running workshops and interviews to understand their needs and pain points. Working closely with a business analyst and stakeholders across the company, we mapped out user flows and explored new ways the portal could serve as both a management tool and a client-facing platform.
From early hand-drawn sketches, we moved into wireframes and then developed high-fidelity interactive prototypes using Axure. These prototypes were tested directly with advisors, whose feedback shaped refinements to client management and the policy builder experience. The policy builder became the most impactful feature, transforming policy creation into a visual tool that advisors could use in real time with clients to explain and configure coverage.
To communicate the vision clearly, we presented the concept and user journeys to senior stakeholders, showing not just the redesigned features but how the entire advisor journey could be improved.
Challenge
We collaborated with advisors over several weeks, running workshops and interviews to understand their needs and pain points. Working closely with a business analyst and stakeholders across the company, we mapped out user flows and explored new ways the portal could serve as both a management tool and a client-facing platform.
From early hand-drawn sketches, we moved into wireframes and then developed high-fidelity interactive prototypes using Axure. These prototypes were tested directly with advisors, whose feedback shaped refinements to client management and the policy builder experience. The policy builder became the most impactful feature, transforming policy creation into a visual tool that advisors could use in real time with clients to explain and configure coverage.
To communicate the vision clearly, we presented the concept and user journeys to senior stakeholders, showing not just the redesigned features but how the entire advisor journey could be improved.
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The Projections screen gave advisors a visual way to show clients the potential discounts available through AIA’s different offerings.
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The Projections screen gave advisors a visual way to show clients the potential discounts available through AIA’s different offerings.
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The Projections screen gave advisors a visual way to show clients the potential discounts available through AIA’s different offerings.
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The quotation summary that advisors could generate from the policy builder for clients.
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The quotation summary that advisors could generate from the policy builder for clients.
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The quotation summary that advisors could generate from the policy builder for clients.
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The cover summary panel that builds as options are selected in the policy builder.
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The cover summary panel that builds as options are selected in the policy builder.
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The cover summary panel that builds as options are selected in the policy builder.
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From the policy builder, advisors could launch directly into the client application form to apply directly with AIA.
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From the policy builder, advisors could launch directly into the client application form to apply directly with AIA.
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From the policy builder, advisors could launch directly into the client application form to apply directly with AIA.
Outcomes
The interactive prototypes helped bring the concept to life, giving stakeholders a tangible sense of the future product and enabling advisors to see the potential value first-hand. For leadership, this made the vision easier to evaluate, cost, and plan for development. For advisors, the prototypes provided an exciting look at a modernised workflow, with the visual policy builder emerging as the most popular and transformative feature.
While the project’s main goal was to establish a vision, it set the foundation for a future portal that would reduce inefficiencies, improve advisor–client conversations, and bring AIA closer to the modern, competitive standard set by its peers.
Outcomes
The interactive prototypes helped bring the concept to life, giving stakeholders a tangible sense of the future product and enabling advisors to see the potential value first-hand. For leadership, this made the vision easier to evaluate, cost, and plan for development. For advisors, the prototypes provided an exciting look at a modernised workflow, with the visual policy builder emerging as the most popular and transformative feature.
While the project’s main goal was to establish a vision, it set the foundation for a future portal that would reduce inefficiencies, improve advisor–client conversations, and bring AIA closer to the modern, competitive standard set by its peers.
Outcomes
The interactive prototypes helped bring the concept to life, giving stakeholders a tangible sense of the future product and enabling advisors to see the potential value first-hand. For leadership, this made the vision easier to evaluate, cost, and plan for development. For advisors, the prototypes provided an exciting look at a modernised workflow, with the visual policy builder emerging as the most popular and transformative feature.
While the project’s main goal was to establish a vision, it set the foundation for a future portal that would reduce inefficiencies, improve advisor–client conversations, and bring AIA closer to the modern, competitive standard set by its peers.
Credits
Credits
Credits
Role
Product Designer
Client
AIA Insurance
Agency
Paper Giant
Year
2020
2020
2020
Other Projects
Other Projects
Other Projects
I acknowledge the Traditional Custodians of Country throughout Australia and their connections to land, sea and community.
I pay my respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples.
I acknowledge the Traditional Custodians of Country throughout Australia and their connections to land, sea and community. I pay my respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples.