Insurance Marketplace

Insureon is an independent marketplace for online delivery of small business insurance.



3-4 months


Data Research · KPIs · User Journey Map · UI Design · Business Metrics


01 · ABOUT

Prado West is a new, mixed-use, multi-family building in Dana Point, California. The site is located between the Pacific Coast Highway (PCH) and Del Prado Avenue, with easy access to the I-5 highway, shops, restaurants, bike/hiking trails, and the Dana Point Marina.

02 · Approach

Every business can benefit from business insurance coverage; some policies are required by law. Learn more about how insurance can help your small business.

  • It helps get a better completion rate.
  • It is an intimidating and daunting experience to have a massive number of fields.
  • Organize questions into groups and divide them into multiple sections logically.
  • Keep the user focused on one task at a time.
  • Break up long workflows and set for what’s ahead.
  • Create movement as if narrating a story. In essence, lead your users to the next step as if we are co-writing the story with them.
  • Show progress toward a goal.

03 · Design Challenge

  • Recommend starting with a welcome page.
  • Show indicators for assistance to users.
  • Recommend ending with an expression of thanks for completing.

Design Solutions

Company Information
Type of Insurance
Service Details
Progress Status
Business Client Information
Business Summary
Business Summary Edits
Insurance Recommendations

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