Surplus Line Xpress
Creating a connected dashboard experience for financial regulators. A revolutionary product within the surplus insurance sector, SLXpress was a first in connecting regulatory platforms from multiple states together.
This one-stop dashboard experience would give agents with multi-state clients visibility and alleviate some of the most common pain points in administering insurance policy compliance.
Project
FinTech, Administration, B2B
Role
Brand, UI & UX Design, Front-end Dev, Bootstrap Theme
To protect maintain the integrity of the insurance market, state regulators are tasked with ensuring that surplus linesª insurance transactions comply with applicable state laws, regulations, and licensing requirements.
Surplus Line Xpress is a single sign-on platform for agents that connects multiple states filing systems in a single dashboard.
ª Surplus lines insurance is a type of insurance coverage that is provided by agents that are not licensed or admitted in the state where the insurance policy is being written.
Brand
The sleek and minimalist design reflects a commitment to innovation and efficiency. In stark contrast to traditional regulatory software, the SLX logo is energetic, showcases brighter hues of green and blue and a slanted font that cones movement and agility.
Research
Interviewed stakeholders, regulators, and agents to compile information about their present workflow and associated software tools. Insights from my research informed the information architecture, visual hierarchy and which data points to surface. Special consideration was given to information density, showcasing similarities and differences, labels, and metadata.
User Interface
In comparing multiple financial filing systems a common theme was featured interfaces and high information density. Hance, a simplified user experience was at the forefront of this project.
Reporting by Exception
Workflows across all agents began with identifying which policies needed password resets. In many states, passwords automatically reset after a number of days. By plainly displaying the status of each account on the dashboard, we could streamline an important aspect of account management.
Responsive Design
High on the list of wants and needs was the ability to check policies on the go — on mobile devices. This was a major paint point as the current legacy tools are mostly accessible only in desktop and within company networks. SLX was prototyped, testes, and developed to be responsive.
