ALL WORK

LVL 03 — RELIANCE NIPPON

Giving insurance agents a better way to sell.

Designing a sales-assist workflow that helps agents understand customers, compare products and create proposals.

ROLE
Product Design
TIMELINE
Historical project · timeline not listed
PLATFORM
Mobile
TEAM
Cross-functional team · details not listed
DOMAIN
Fintech / Insurance
Pixel-art illustration of an umbrella over coins beside a plan comparison on a phone
CONCEPTUAL PIXEL-ART ARTWORK — NOT AN ORIGINAL PRODUCT SCREEN. REPLACE WITH APPROVED PROJECT SCREENS.

01 / CONTEXT

The problem

Agents need to work across customer information, product details, eligibility, premiums, benefits, comparisons and proposals.

02 / TENSION

The challenge

The product shouldn't behave like a catalogue. It should support the agent at the moment a decision needs to be made.

The product isn't just supporting the agent; it's indirectly shaping the customer experience too.

03 / PROCESS

The approach

DESIGN FOCUS — THE WORKFLOW BELOW SHOWS THE INTENDED PATH THROUGH THE PRODUCT.

  1. 01Customer profile
  2. 02Recommendation
  3. 03Compare
  4. 04Proposal
  • Context before catalogue
  • Guided workflow
  • Comparison over memorisation
  • Information at point of need

04 / RATIONALE

Key decisions

DECISION 01

Start with customer context

Why it mattered
A product list does not explain suitability.
Design response
Anchor the journey in needs and profile information before recommendations.

DECISION 02

Make comparison explicit

Why it mattered
Remembering benefits across products is demanding and error-prone.
Design response
Place relevant differences side by side in a consistent structure.

DECISION 03

Support the conversation

Why it mattered
The agent is explaining choices to another person in real time.
Design response
Present concise explanations and proposal-ready information at the point of need.

05 / EXPERIENCE

The experience

KEY CONSIDERATION — VISUALS ARE CONCEPTUAL PLACEHOLDERS, NOT ORIGINAL PROJECT SCREENS.

Pixel-art illustration of an umbrella over coins beside a plan comparison on a phone
PLACEHOLDER ARTWORK — REPLACE WITH APPROVED PROJECT SCREENS.

06 / OUTCOME

Opportunity

OUTCOME DATA WAS NOT PROVIDED FOR THIS PROJECT.

This case study documents the design focus and intended experience without making claims about measured results, stakeholder feedback or usability findings.

07 / REFLECTION

What I would revisit today

Explore adaptive recommendations while keeping the agent firmly in control of the final decision.