Document Center

Overview

Sureify is developing a CRM web app for life insurance agents to manage their book of business, service, sell and track compensation in a single platform. Our primary goal is to ensure the organization of all related documents and offer agents centralized access for efficient management. Given the numerous forms, policy documents, and marketing materials associated with each policy, providing a streamlined solution is essential.

My Role

Product designer
_{(Worked through the entire design process and artifacts of this project.)}

Team

Engineering (Eng)
Product manager (PM)

Duration

1 month

Design

Document Center

This is a dedicated section in the web app, accessed through its own left menu icon, that presents:
• A filterable table of documents with actions provided, under each document category tab
• A preview of each document

Request Hard Copy

There are multiple actions the user can take on each document. One of them is that certain carriers allow agents to request mailed hard copies of documents.

Document Uploader

This feature is not limited to the Document Center, it can be started from any page of the web app by clicking the “Initiate” button. The feature acts as a way for submitting certain types of documents from agents to the carrier.

Detailed process can be provided upon request

Ask to see process