How I Designed SimplePin to Bring Clarity to Insurance Payments
Ofspace partnered with the SimplePin team to shape the product experience end to end. I was brought in to lead product design, along with a motion designer across the platform and marketing website.

SimplePin is a financial automation platform built for insurance providers. It captures, matches, posts, and reconciles every inbound payment, whether it comes through online invoicing, eCommerce checkout, ACH, wire, check, or carrier statement.
SimplePin came to us with an ambitious mission and a complex problem to solve. Capturing invoices, posting checks, reconciling statements, and managing direct bill commissions involved multiple disconnected tools, manual data entry, and constant back-and-forth between systems. What they needed was a product experience and a visual language that could communicate that capability clearly, without overwhelming users in an industry already known for complexity. 

My Role
Lead product designer & Project coordinator,

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Result
SimplePin named Winner of 2023 Wealth & Finance Magazine FinTech Award. 🏆

The Challenge

Insurance is one of the most documentation-heavy industries in the world. Every payment carries context: policies, carriers, commissions, premiums, taxes, and reconciliation rules. Designing for this audience meant balancing two opposing forces.

SimplePin handles regulated financial flows and PCI Level 1 compliance. Every screen had to look credible to a CFO, while remaining usable for a front-foffice staff member processing payments between calls.

Approach

I began by mapping how insurance teams actually work. I looked at the daily reality of agency operations, where payments come in through five or six different channels, where reconciliation often happens at the end of the month under pressure, and where one mistake can ripple through the books.

Product structure and flow

Organized the platform around the five core workflows that matter most to insurance teams: invoicing and digital payments, eCommerce checkout, check and statement capture, direct bill commissions, and AR posting and reconciliation. Each module was designed to stand on its own, but feel connected to the others through a shared visual system.

Hierarchies were built based on the question every user asks first. What needs my attention right now? Dashboards lead with status, exceptions, and unmatched items, not vanity metrics.

Designing for clarity, not decoration

I proposed and developed the visual direction, grounded in the existing Simplepin design system and extended to better fit the experience's more vibrant, trustworthy feel. I worked with the design system team to align on it so the web and app stay consistent with the rest of the product.

Motion as a layer of confidence

This is where motion design carried real weight. In financial software, motion is not decoration, it is feedback. We designed micro-interactions and transitions to make automation legible. When a check is captured, the user sees it parsed. When a payment is matched, the match is animated. When reconciliation completes, the system visibly closes the loop.

Responsive and accessible

The platform was designed to scale across desktop and tablet, with mobile-friendly flows for users who approve payments or check status on the go. Every component was built with accessibility in mind, since insurance teams span a wide range of users and environments.

Typography & Colour

The type system uses SF Pro for its clarity, neutrality, and modern feel. It carries dense financial information without ornament and stays legible across small UI elements, dashboards, and large headlines on the marketing site.

The color palette is built around a primary tealish blue that signals trust, technology, and precision. A warm orange accent is used sparingly to draw attention to actions and statuses.

SimplePin Product and Responsive Overview

SimplePin is designed for insurance teams. The desktop-first platform handles reconciliation, posting, and reporting. eCommerce and invoice payments are responsive for policyholders on phones, tablets, and desktops.

Components are built to scale. The design system powers the dashboard, payment pages, checkout, and marketing site, reducing cognitive load and reinforcing SimplePin as a dependable platform.

Prototype, Feedback & Handoff

I built interactive prototypes and walked stakeholders through them in working sessions — gathering feedback and iterating through review cycles with the Aldar team. To keep momentum, we moved feedback into live sessions rather than waiting on async review, which kept the project moving against tight deadlines.

For implementation, I worked closely with the development team through handover and build support, validating the build against the designs so what shipped matched what was approved.

Results

SimplePin launched with a product experience that matches the ambition of the platform underneath it. Insurance teams can see, in one place, what is paid, what is pending, and what needs their attention. SimplePin is trusted by leading insurance organizations across North America, including Towne Insurance, Amwins, Acera, Insurica, Cowan, and many others.

• 20% Faster invoice processing
• 10% of Simplepin services integrated in 1 month
• 80% Payment CSAT
• 500+ flow completed in 1 month

Contact

Say hi!  rtrrayhan@gmail.com
F/X: @rtralrayhan

© Shekh Al Raihan 2025 | Product designer

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