Brand
Project
Designing Editable Screens for Insurance Claims
Summary
I designed the Claims.ai platform to make it easy for QA reviewers to quickly edit and process insurance claims.
Responsibilities
Product Design
BACKGROUND
What is Claims.ai?
Claims.ai is a startup aiming to change how insurance companies handle property damage claims. This project focused on addressing industry pain points and designing a platform that simplifies the claims reviewing process for QA reviewers, with a strong emphasis on transforming cumbersome PDF forms into user-friendly, editable screens. Here's how we researched the problems and created a solution that made claims handling faster, more accurate, and easier for everyone involved.
Here is the final design walkthrough of the Claims.ai
How It All Started
It all began with a conversation between friends. One of them, a QA reviewer, shared their frustrations with reviewing endless claim files, manually comparing them with policies, and fixing errors. The reliance on long, static PDF reports made the process slow and repetitive. That’s when we decided to build a website that uses AI to streamline the claims reviewing process and transform these static forms into interactive, editable screens.
The Challenge
The insurance industry’s reliance on static PDF forms slowed down the entire claims process. QA reviewers had to manually open, edit, and save these files, leading to inefficiencies and a higher risk of errors. The challenge was to build a platform from scratch that would not only streamline this process but also transform these static forms into interactive, editable screens. We needed to eliminate the repetitive tasks and provide a faster, more accurate way to handle claims.
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phase 1
Understanding the Pain Points
Before starting the design process, I spent time analyzing the current PDF forms and speaking with five QA reviewers to get a deeper understanding of their workflow and frustrations. Here’s what I discovered:
- Overwhelming Layouts: The PDFs were cluttered, making it difficult to quickly find and edit specific information.
- Manual Edits: Every edit required downloading, modifying, and re-uploading PDFs, adding unnecessary steps.
- Error-Prone Process: Reviewing multiple fields manually made it easy to overlook mistakes.
- Lack of Real-Time Assistance: Reviewers had no immediate guidance while working, slowing down their progress and causing confusion.
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phase 1
Identifying Key Features
After understanding the pain points, we identified three main use cases that needed to be addressed in the platform to simplify the claims review process:
- AI Assistant: An AI-powered chatbot that guides users through the process, helping them understand complex insurance terms and answering their questions in real-time.
- Editable Reports: A fully editable interface that allows users to make changes directly on the platform without downloading or re-uploading PDFs, saving time and reducing errors.
- AI Analysis: AI integration that automatically detects errors in claims, flags missing information, and suggests corrections, further improving the accuracy and speed of the review process.
phase 2
Sketching
After understanding the pain points and defining the key features, I began sketching initial ideas for how the platform could function. My goal was to simplify the layouts and ensure that all key features—editing reports, AI assistance, and error detection—were visible and easily accessible from a single screen. The sketches focused on creating a clear and intuitive flow that would replace the old, static PDFs with dynamic, editable screens.
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Transferring PDFs to Editable Designs
The heart of the platform was transforming the static PDF forms into interactive, editable screens. I redesigned each form to be clean, dynamic, and easy to navigate. The cluttered layouts were replaced with organized sections, and users could now edit information directly on the screen without leaving the platform.
Key elements like claim details and editable fields were displayed clearly, and users could move from one section to another seamlessly. This shift allowed reviewers to work faster and focus on the most important parts of the claims process without unnecessary distractions.
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design
Final Design
The final design resulted in a platform where QA reviewers could manage, edit, and analyze claims in one place. All reports were fully editable, with AI available to assist with error detection and real-time feedback. The interface was simplified to reduce cognitive load and streamline the review process. After thorough testing, adjustments were made to improve usability and ensure the platform met the needs of both reviewers and insurance agencies.
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bonus
extra step
After designing the screens, I made some changes based on feedback from testing. Then, I created a video to introduce our website and show off our brand. I used software like Screen Studio, Wondershare Filmora, and Speechify to make the video.