Adding value to the Betterview Platform with a New Product: PartnerHub
Year
2020-2021
Overview
PartnerHub is a pivotal extension of Betterview's platform, revolutionizing the integration of third-party property data for insurers. This feature, which utilizes a unique Customizable UI, automates and enhances decision-making workflows by centralizing disparate data sources such as geospatial and weather information.
As a UX/Product Designer, I played a key role in developing the intuitive user experience, streamlining the path from data to actionable insights for property risk assessment.
The Team
1x Designer (Myself)
1x Product Manager
3x Front-End Engineers
2x Back-End Engineers
My Contribution
UX Design
Product Design
Product Strategy
User Research
Research & Discovery
n the initial phase of the PartnerHub project, my focus was on understanding the full spectrum of user needs and the technical landscape. This involved extensive user research to identify the key touchpoints for a frictionless user experience, from onboarding new clients to customizing and exporting data for underwriter use.
Introductory presentations from the CEO announcing the development of this feature to the Betterview Team
A live research event conducted with my team mates over video chat
Mapping out how to display multiple datapoints
This rigorous discovery process laid the groundwork for the design and development of PartnerHub, ensuring that the solution not only met the immediate needs of Betterview's clients but also set a new standard for property intelligence platforms in the insurtech marketplace.
User Research
Conducted interviews with Betterview clients to capture their workflow challenges and data usage patterns.
Analyzed user feedback to determine essential features and interface requirements for PartnerHub.
Competitive Analysis
Reviewed existing solutions and third-party data integrations to benchmark against industry standards.
Identified gaps and opportunities where PartnerHub could provide a competitive edge.
Technical Exploration
Collaborated with front-end and back-end engineers to understand the constraints and possibilities of integrating diverse data sources.
Explored the technical feasibility of seamless API connections for automating data importation processes.
Strategy Formation
Synthesized research findings to formulate a product strategy that aligns with Betterview’s mission of transforming data into actionable insights.
Prioritized features and functions that would enable underwriters to make more informed decisions with less effort and lower total cost of ownership.
Design Development
Armed with insights from the discovery phase, the next step was to translate these into a user-centric design. This phase was characterized by iterative prototyping, continuous user testing, and close collaboration with engineering teams.
Prototyping
Developed initial concepts into interactive prototypes, focusing on intuitive navigation and efficient data presentation.
Methods
Wireframing
Sketching
High-Resolution Mockups
Apps Used
Sketch App
Figma
Adobe Creative Suite
Prototyping the new user flow for Partnerhub and its complex array of datapoints, each with a different format that needed custom UI considerations
User Testing & Feedback
Conducted iterative testing sessions with potential users, gathering feedback to refine the interface and user journey
An intensive user flow prototyping session created in Miro session with our Product Manager and our Director of Design contributing feedback and their own mock-ups and suggestions
Collaboration with Engineers
Worked in tandem with engineering to ensure design feasibility, maintaining a balance between ideal user experience and technical constraints.
Design Iteration
Refined the design through multiple iterations, each informed by user feedback and technical input, leading to a polished and user-validated interface.
The design development phase was crucial in shaping PartnerHub into a tool that not only met the functional requirements but also delivered a seamless and empowering experience to the end-users.
Technical Implementation
With the design of PartnerHub refined and validated through rigorous user testing, the focus shifted to the technical implementation — the phase where design meets development.
Engineering Collaboration
Engaged in a series of development sprints with the front-end and back-end engineers, translating design blueprints into functional code.
Integration
Overcame technical hurdles to integrate PartnerHub seamlessly within the Betterview platform, ensuring data from various third-party sources reliably flowed into the system.
Quality Assurance
Conducted thorough testing to ensure the feature was robust and reliable, with a particular emphasis on security and data integrity.
Launch Preparation
Prepared detailed documentation and training materials to support a smooth rollout and user adaptation of PartnerHub.
This collaborative effort between design and engineering was key to delivering a solution that was not only technically sound but also offered a refined user experience that stood out in the insurtech market.
Results
The launch of PartnerHub marked a significant milestone for Betterview, with immediate and measurable results:
PartnerHub Data Displayed on Property Profiles
Workflow Automation
PartnerHub automated critical aspects of property risk assessment workflows, reducing manual data aggregation and analysis time for underwriters.
Informed Decision-Making
By providing comprehensive property risk profiles, the feature has empowered insurers to make more informed decisions, improving the accuracy of policy recommendations.
API Admin Workflow and the Partner-Extension Marketplace, with the option for each client to show, hide, or move partner data within the desktop and printable layout.
Positive Reception
Received excellent feedback from users, who noted the enhanced efficiency and user-friendliness of the Betterview platform.
Business Impact
Contributed to a measurable improvement in Betterview’s service offering, as evidenced by increased user engagement and client satisfaction.
The implementation of this new product offering also required a new User Interface to be developed to accommodate this new modality. Read this case study to learn more about how we built a Customizable UI.
The success of PartnerHub underscores the value of integrating user-centered design with robust technical development to produce a product that not only meets the current market needs but also anticipates future industry trends.
User Profiles
Insurance Agent
Insurance Client
Third-Party Vendor
Number Interviewed
x25 in-person, x100 online
x30 via email
x3 via video chat