Vero | Intelligence Insurance Solutions (2020)
Vero works with top carriers and hand-picked agents while leveraging artificial intelligence and an outstanding service team to provide customers with simple one-stop shopping for insurance products.

Founded and advised by a team of insurance, finance, and tech industry veterans with a passion for transparent and unbiased advice. Vero’s mission is to help both everyday people and professional advisors manage risk and insurance smarter. We help our customers find and fill their coverage gaps and achieve true peace of mind.

My Role
Product Designer
Research, IA, Wireframing,
Visual Design, Design System,

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Goal

Automated insurance check-up to increase sales and save time for 400,00+ insurance agents in US.

Reduce drop-off rate by 40% through streamlined onboarding

Provide ultra-easy onboarding, personalized reports, and a perfect customer dashboard.
Allows insurance agents to look at their daily schedule and calculate risk by using our AI technology.
Able to utilize our time in order to open channels of referral partners as well as freeing our time in order to sell.
Automate insurance check-up reviews and proposals to effortlessly increase cross-sales.

Research

Conducted 1:1 user interviews, analyzed online reviews.
Synthesized qualitative data into an affinity map to find pain points, and opportunities.
Brainstormed divergent design solutions targeting both broker-side and client-side
Developed two initial design directions.  1. Conversational form  2. Traditional form with live support.

User Breakdown

USER BASED 1: More than 55% – Young professionals (22–35) confused by complex terms and lengthy claim processes.
USER BASED 2: Around 25% – Middle-aged parents seeking family coverage but unsure about benefits and exclusions.
USER BASED 3: Roughly 18% – Tech-savvy users (ages 25–40) frustrated by outdated insurance portals and lack of digital features.

Proposed Solution

We broke down the insurance journey into bite-sized, step-by-step flows.
We introduced a responsive, mobile-friendly interface with smooth interactions.
Optimized the interface for senior users with simplified flows, and minimal screens.
Designed a conversational UI that asked users simple questions.

Design System

The design system was built early on the team managed all the digital platforms. It helps to create products more efficient, consistent, quality, customer-centric. Also, their product teams feel it in their day-to-day, and these challenges bubble up to leadership

Creating a design system that incorporates well-defined rules and guidelines.
The goal was to inform a wide range of users of how to implement the patterns and styles outlined within the design system.

Design Handoff

I worked closely with engineers to validate the design and copy implementation. Along with daily stand-ups, we also had weekly demos and would occasionally sit together and cross check implementation with the final designs.

On the other hand, design system will always evolve and most probably keep growing. Through this case study, I wanted to share with you my process and a bit of what I learned along the way. The Design System has definitely played a huge part to save me time as the only Product Designer in the startup.

UI Design

Each design process includes a phase of exploration where we strive to define a design language that will help us reach our goals.

Results

Avg. task time reduced by 40%
Users previously took 14–18 minutes to complete onboarding and select a plan. With the conversational onboarding and guided flows, the average dropped to 8–10 minutes, especially for first-time buyers.
Within 30 days after the launch, Vero experienced an uptick in everything from onboarding to risk management.