How we used intuitive designs to enable users to work faster, reduce cognitive load and make faster, more confident decisions within a high-volume, high-stakes workflow.
Overview
Over three years, our team designed and iterated an enterprise application to help users streamline works and proactively manage transactions, enhancing underwriting decision-making and creating greater collaboration across systems.
Sector
Insurance
Fintech
Disipline
Product Design
UI/UX
Strategy and User Research
Pipeline View Page
After thorough design research, we introduced a workspace for triaging, filtering, and managing submissions.
Feature Alignments  
We defined key features and flows for an intuitive user experience, with a focus on ‘Jobs to do’ and an information hierarchy to reduce the cognitive load and maintain decision momentum.
Adaptive Viewport for High-Density Data
To accommodate high-density data, we implemented an adaptive viewport that supports uninterrupted data analysis while preserving quick access to workflow context and collaboration tools.
Reducing Noise, Preserving Control
We designed a ‘filters-on-demand’ system that reduces visual complexity while maintaining flexibility. Frequently used filters are prioritised, and reusable filter presets allow underwriters to quickly re-establish context across sessions.
More confident pricing decisions
We designed a benchmarking section that visually distinguishes submissions by exposure, data quality, and comparability. This reduces manual judgement, makes data reliability immediately apparent, and supports faster, more confident pricing decisions.

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