Overview
AGEAS, a leading player in the insurance sector, needed to upgrade its broker portal with intuitive digital workflows that matched complex business rules while staying aligned with its brand system. The challenge was to create an environment where brokers of different profiles could navigate processes seamlessly, without friction or unnecessary complexity.
The project focused on translating technical and business constraints into clear, accessible design solutions. Eight fully interactive prototypes were created, each mapped to specific user journeys, ensuring that the interface could adapt to different broker needs while maintaining design cohesion. By combining the existing design system with new components, the portal gained both familiarity and fresh usability improvements.
Challenge
The client required a responsive and scalable broker portal capable of managing multiple insurance workflows. It was essential to simplify navigation, improve efficiency for brokers, and guarantee design consistency across different user types and devices.
Solution / Approach
The process began with a deep analysis of the request books provided by AGEAS, which outlined business logic and technical rules. Based on this foundation, user flows were mapped and converted into wireframes, iterated in close collaboration with stakeholders.
Once validated, the flows were transformed into high-fidelity UI prototypes using Figma, aligned with the AGEAS Design System. Where necessary, new components were designed to cover missing functionalities, ensuring both scalability and compliance with usability best practices. The final prototypes provided an actionable framework for development teams, reducing ambiguity and accelerating implementation.
Key features & Highlights
Seamless CMS Structure
– Ensured design consistency across all flows
Custom Components
– New UI patterns created for unique workflows
Fully Interactive Prototypes
– Click-through experience in Figma
Scalable User Flows
– Designed for all types of brokers and business models
Optimized Responsiveness
– Adapted to desktop and tablet use cases
Results / Impact
The AGEAS ON+ portal prototypes delivered a clear framework for future development, reducing complexity and ensuring alignment with business needs. Brokers benefited from streamlined workflows, while internal teams gained a structured, ready-to-develop system. The portal now provides a foundation for greater efficiency, usability, and long-term scalability.
