Car Insurance Policy
Ayalon Insurance | Agents portal
A Faster Way to Create Policies
A digital interface for agents to create car insurance policies.
The project was a full redesign - transforming an outdated system into a modern, efficient platform. The new experience focuses on faster policy creation, a clearer step-by-step flow, easier navigation between stages, and more.
PROBLEM
RESEARCH SHOWS
MAIN GOAL
Agents had to use an old, data-entry-only system that was slow, confusing, and hard to navigate. It didn’t support going back to previous offers or easily reviewing information while talking to clients.
Agents either talk to clients on the phone or receive their details later, but in both cases they must enter all information into an outdated system called “the green system”. The platform was designed only for data entry and price generation, making it slow, inconvenient, and error-prone.
Make the policy creation process easier and more efficient, allowing agents to revisit existing offers and gain value from the process itself - not just generate a quote.
PROJECT'S TEAM
UX Researcher,
Product Designer &
PROJECT'S TOOLS
User Research, Figma
CURRENT STATE
The Green System
To understand the workflow and pain points, the team spoke with insurance agents, reviewed the existing “Green System,” and aligned with the business side. The research showed that although the system was outdated and inefficient, agents were very used to it — which made change a sensitive challenge.
USERS
Insurance Agents
Independent insurance agents who collaborate with Ayalon as well as multiple other insurance companies. Most policy forms are filled out while speaking with clients on the phone, so speed, confidence, and easy access to information are essential. Agents often skip questions to keep the call moving, and while the old “Green System” is outdated, they’re familiar with it - making any change to their routine sensitive and requiring a smooth learning curve.
Agents were attached to the old system’s logic, so the redesign had to feel familiar while improving efficiency.
​
Speed and simplicity mattered more than having a modern-looking interface.
Manual and repetitive data entry, with no feedback or guidance, often led to confusion and mistakes.
Ideation & Exploration
We mapped out the entire policy creation flow and rebuilt it in a more intuitive order. Early wireframes helped visualize the user journey and test different screen structures to find the right balance of hierarchy and navigation.
We tested a few layout options. Adding each step as a new section on the left became cluttered and took too much space. Eventually, the process was grouped into four main sections with sub-steps inside each - using expandable “drawers” to keep the interface clear and easy to navigate.
Identification pain point
SOLUTION #1
Organized Offers Management
Created a clear, scannable offers overview that surfaces only the key information agents need to quickly decide whether to continue an existing offer or start a new one. When more details are needed, a modal expansion reveals the full data set, keeping the view clean without compromising access to information.
This approach balanced the company’s desire to show all data with a more user-friendly, lightweight experience for agents.
SOLUTION #2
Supportive UI for Smooth Data Entry
Introduced a more supportive and varied UI to make data entry faster and clearer during live calls with clients. Instead of relying only on text fields and checkboxes, the form now includes diverse input components that make it easier for agents to understand the question and quickly choose the right answer.
This not only speeds up the process and reduces mistakes, but also creates a more refreshing and guided experience that helps agents stay focused without skipping steps.
SOLUTION #3
Structured Journey with Expandable Steps
To make the process feel lighter and more manageable, the flow was reorganized into four clear stages that agents can pause and return to at any time.
Each stage contains sub-steps that expand and collapse like drawers, allowing agents to focus on one part at a time while keeping the overall structure visible.
A top progress indicator shows where they are in the journey, and key information is surfaced upfront so agents can share details with clients without navigating backwards. This structure creates clarity, control, and a smoother experience during live calls.
Key Learnings
I learned how important it is to respect existing user habits when redesigning a system people have used for years. Improving the experience while keeping familiar logic makes change feel safe and natural.
This project strengthened my ability to balance user needs with business constraints, and find solutions that serve both without compromising usability.
Even a few conversations with real agents proved how small user insights can reshape a product, often revealing things no internal team would have discovered alone.
