image 37

Online Application Submissions

Comprehensive insurance quoting solution for agencies. I led the IA optimization, navigation, interaction design and visual design for this B2B product.

This was a 0-1 project, informed and course-corrected by a combination of end-user research, SME input and business vision through cross-functional teamwork and iteration.

Vector
Feature Highlights
Vector

An intuitive form progression concept.

Vector

Utilities to import application data from ACORD forms and schedule details from spreadsheets.

Vector

Grid and card views for tabular data.

Vector

Straightforward saving of progress and return via email link or email address/policy number combo.

Vector

Seamless integrations with messaging, digital signature and payment services.

Gallery
image 33

Import from ACORD and other sources:

Import Data 1

Tabular data import with mapping:

ExcelImport 1
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image 38
image 44
image 45
image 46
Kambiz Amirtash
Home
Foundations
image 37

Online Application Submissions

Comprehensive insurance quoting solution for agencies. I led the IA optimization, navigation, interaction design and visual design for this B2B product.

This was a 0-1 project, informed and course-corrected by a combination of end-user research, SME input and business vision through cross-functional teamwork and iteration.

Vector
Feature Highlights
Vector

An intuitive form progression concept.

Vector

Utilities to import application data from ACORD forms and schedule details from spreadsheets.

Vector

Grid and card views for tabular data.

Vector

Straightforward saving of progress and return via email link or email address/policy number combo.

Vector

Seamless integrations with messaging, digital signature and payment services.

Gallery
image 33

Data import from ACORD forms and other sources:

Import Data 1

Tabular data import from Excel with column mapping:

ExcelImport 1
image 34
image 35
image 36
image 38
image 44
image 45
image 46
Kambiz Amirtash
Home
Foundations
image 37

Online Application Submissions

Comprehensive insurance quoting solution for agencies. I led the IA optimization, navigation, interaction design and visual design for this B2B product.

This was a 0-1 project, informed and course-corrected by a combination of end-user research, SME input and business vision through cross-functional teamwork and iteration.

Vector
Feature Highlights
Vector

An intuitive form progression concept.

Vector

Utilities to import application data from ACORD forms and schedule details from spreadsheets.

Vector

Grid and card views for tabular data.

Vector

Straightforward saving of progress and return via email link or email address/policy number combo.

Vector

Seamless integrations with messaging, digital signature and payment services.

Gallery
image 33

Data import from ACORD forms and other sources:

Import Data 1

Tabular data import from Excel with column mapping:

ExcelImport 1
image 34
image 35
image 36
image 38
image 44
image 45
image 46
Kambiz Amirtash
Home
Foundations