Vertices Seguros
Platform to manage insurance related to foreign trade, transportation, and logistics.
Role
Product Lead & UX/UI Designer
Platform
Web
Team
1 Product Lead – 1 UX/UI Designer – 2 Full-stack Developers – 1 QA
Context
Vertices Seguros is an insurance agency specialized in managing risks related to foreign trade, transportation, and logistics.
For around 12 years, the company had been building a platform to run the business with the support of a freelance developer. Although new features could be added, they were built separately and without a shared digital vision aligned with the needs and goals of the business.
Challenge
Build a new platform that allowed Vertices Seguros clients to buy insurance, manage claims, and check their billing from one place.
At the same time, the platform needed to support the company’s internal operation, allowing different teams to manage these processes from a single tool.
The challenge was not only to replace an existing platform, but to reorganize the operation around a clearer, scalable product vision aligned with the business.
Solution
First, we ran discovery sessions with business teams to learn how each process should work for both employees and Vertices Seguros clients. The goal was to understand the job each user needed to do, what they needed to achieve, and what result they expected.
With this information, we built high-fidelity clickable wireframes to validate the main flows with the client before starting development. This helped us confirm that the solution matched the real work of users and reduce changes during implementation.
We identified three main areas in the platform: insurance purchasing, claims management, and billing. We designed each one as an independent but connected module, sharing data when needed so each module could evolve without affecting the others unnecessarily.
We also created a roles and permissions matrix to define what each profile could do in the platform and reflect those rules from the wireframes to the final implementation.
25%
Reduction in processing time for insurance purchases and management.
My contribution
I designed the user experience through high-fidelity wireframes and defined the product’s visual direction in line with the reference guidelines.
I also managed the project and led the design team in creating all user interfaces, ensuring a consistent experience aligned with the established visual direction.
I managed the client relationship throughout the project, coordinating communication and aligning expectations with the team’s work.
Results
25% reduction in processing time for insurance purchases and management.
50% increase in client acquisition, supported by a simpler creation and activation process that allows the team to start working with new clients faster.
98% of the company’s revenue is managed through the platform, making it a central tool for business operations.
The platform helped move the business toward a more digital operation, replacing processes that depended on less connected tools and workflows.
Decisions
Centralize the operation in one platform. We designed an experience that allowed the company to manage insurance purchases, claims, billing, and internal operations from a single product.
Design independent but connected modules. We separated the main business processes into modules that can evolve independently while sharing information when the flow requires it.
Prioritize operational information. Since users constantly work with policy, claims, and billing information, we prioritized clarity, statuses, and actions over visual elements that did not directly support the work.
Integrate processes with insurance companies. We designed integrations with billing and operational processes from insurance companies to reduce manual work and keep information connected.
What I would do differently
I would define more detailed metrics for each module from the beginning. In addition to measuring the overall impact of the platform, this would make it easier to identify which part of the process creates the most value or needs more optimization.
