OUR WORK
Deal tracking for M&A insurance made easy
A custom application designed for a global insurance conglomerate to dramatically streamline their deal management workflow, freeing up time to work on the things that really matter.
Insurance deal management
Covering the entire insurance deal lifecycle, this application offers a comprehensive suite of features including deal tracking, automated workflows, real-time analytics, and secure document management. The results? Enhanced operational efficiency, reduced administrative overhead, and precision in handling deals, ultimately driving better outcomes for both the company and its clients.
App Type
Web
Industry
Insurance
Services Provided
Discovery UX-UI Design
Background
The M&A insurance industry is complex, with intricate deal structures and strict regulations. Our client, a leading firm, needed to streamline their deal tracking and management processes. They faced inefficiencies, manual data handling, and limited real-time visibility. We collaborated closely with their team to understand their needs and operational challenges, leading to the development of a tailored, comprehensive application.
Design Process
The design of this application was critical. Our team worked closely with executive stakeholders and users, conducting interviews and workshops to understand the team's needs and challenges. Analyzing workflows revealed pain points and areas for improvement. Collaborating with the tech team, we streamlined processes and managed technical constraints.
This approach resulted in a user-centric, intuitive design strategy aligned with the company's goals, providing a solid foundation for the app's development.
Research & Discover
This phase is about understanding the needs and challenges of both the users and the organization at large, through research, workshops, and interviews
Ideate & Prototype
We translated our strategic plan into creative solutions. Through brainstorming sessions and collaborative workshops, we generated innovative ideas and developed interactive prototypes
Research (Weeks 1-2)
Design (Weeks 3-4)
Validate (Weeks 5-6)
Evaluate & Define
We assessed the insights to establish clear project objectives and requirements. By analyzing user feedback and defining key performance indicators, we work with the business to define a strategic plan and priorities for the design.
Validate & Refine
Testing designs using prototypes with real users helps ensure the solution aligns with their needs and expectations. We define the visual direction, polishing every aspect of the app’s interface and user experience for a product that is modern, intuitive, and visually appealing.
1.
User research and stakeholder interviews
To understand the business objectives, we conducted internal stakeholder interviews and explored the insurance sector. Our goal was to outline the solution's main objectives, identify the MVP's target audience, and determine guidelines for an application that enhances daily operations and adds business value.
Deliverables
User Insights
"I would love to have all the necessary information ready and accurate any time I start evaluating a new deal - this will make me save a lot of time "
"I would love to work with a smart system that helps me keep track of all my current deals and easily communicate with all the system stakeholders"
"I would like to monitor the status of all the submissions we receive and be able to follow them right until the deal is closed.”
.png)
2.
Journey mapping and workflow definition
We define the entire employee experience, mapping each step of the deal management process with key stakeholders. By creating detailed user personas and scenarios, we addressed diverse user needs and defined optimal workflows. This process helped them shape a new business process that would streamlined tasks and reduce redundancy, which we would translate into a seamless, user-friendly application aligned with the client's operational and business goals.
Deliverables
3.
Prototyping and design validation sessions
We translated our design concepts into interactive prototypes, enabling stakeholders and users to experience the app and provide feedback. Through iterative testing and feedback sessions, we refined the user interface and workflows to meet practical needs and expectations. This rigorous validation ensured our designs were intuitive and effective, setting the stage for successful development.
Deliverables
Challenges
The development of this application involved overcoming numerous challenges, requiring creative solutions to create an efficient, automated, and user friendly workflow. Additionally, we needed a robust adoption strategy tailored for a busy team with limited time to learn new procedures.
Despite these challenges, our team’s expertise and collaborative approach enabled us to overcome obstacles and deliver an ideal solution.
Integrations
One of the primary challenges was integrating the new app with the company’s existing legacy systems while ensuring data integrity and seamless workflow continuity.
Roles
Additionally, accommodating the diverse needs of various user groups within the company required a flexible design that could cater to different roles and responsibilities.
Compliance
Ensuring compliance with industry regulations and maintaining the highest standards of data security were also critical considerations.
The Solution
Design a modern, centralized and automated system that will improve operational efficiency, reduce errors, and speed up the deal process.​ This will free up valuable staff time so they can focus on reviewing more submissions, quoting more deals, and growing the business.


Submission Inbox
Systematically processed broker requests to speed up submission turn around time
-
Emails are automatically processed to create submissions
-
Critical fields are parsed and captured
-
Instant notification for new submissions to support fast responses
-
Attachments systematically uploaded
Underwriting
Call
Plan for and track the underwriting call details, status, agenda and meeting minutes.
-
Track the status through panning, booking and conducting the call
-
Systematically generate or upload agenda
-
Capture call details
-
Add call meeting minutes
Deal View
View, search and filter all deals in one central location to see key information and track activities
-
Search and filter active and historic deals
-
Snapshot of deal status counts
-
Key deal information
-
Access to deal pages
Feature Highlights
Explore some of the standout features of our Deal Management App, designed to enhance efficiency, accuracy, and user experience. Each feature is crafted to address specific needs, streamline processes, and provide valuable insights, ensuring optimal performance
Outcomes
The impact of this solution will improve operational efficiency and reduce administrative burden to enhanced accuracy and user satisfaction. Our tailored solution has improved the entire deal management process with smart design solutions and innovative technologies
“Everyone is impressed with your team’s efficiency and professionalism - best vendor we’ve ever worked with! You’ve done a fabulous job on the requirements and it’s clear you really understand our business."
Insurance VP
Increased visibility
We translated our strategic plan into creative solutions. Through brainstorming sessions and collaborative workshops, we generated innovative ideas and developed interactive prototypes
Improved data integrity
More consistency in data across all the sources.
Easy Access to a central source of data management for things like providers, counsel, etc.
Automated processes
Smart digital forms with prefilled information, automated business rules to validate individual and organizational lending authority. Flagging system to early prevents special requirements.
Single source of truth
Easy sharing of Information and files are in a multiaccess platform
Centralized areas for Documentation storying Centralized data repository to drive insights and reporting
