PolicySafe Mobile App
A UX/UI case study for PolicySafe — a mobile app that simplifies insurance policy management. I designed the full user flow, onboarding experience, and dashboard for end-to-end policy tracking and claims.
Client:
PolicySafe
Date:
Type:
Mobile App
Role:
Product Designer
Overview
PolicySafe is a mobile-first insurance policy management app designed to help individuals in India track, renew, and claim their insurance policies from a single dashboard. The existing process was fragmented — users juggled multiple insurer apps, paper documents, and phone calls. I designed the complete UX/UI from scratch to create a unified, trustworthy experience.
My Role
Lead UI/UX Designer
Client: PolicySafe (InsurTech Startup)
Duration: 4 months
Tools: Figma, Principle (micro-interactions), Notion (documentation)
Problem Statement
Insurance policyholders in India had no single place to view all their active policies, track claim status, or get renewal reminders. Users reported high anxiety around missed renewals and opaque claim processes.
Research & Discovery
Conducted 15 user interviews and a competitive analysis of 6 insurance apps (HDFC Life, LIC, PolicyBazaar). Key insights: users wanted simple language (not jargon), clear claim timelines, and push-notification reminders 30/15/7 days before renewal.
Design Process
User Journey Mapping — Mapped 5 core journeys: onboarding, policy view, claim filing, renewal, and document upload.
Information Architecture — Designed a flat, tab-based structure for quick access without deep navigation.
Wireframing — 40+ screens wireframed in low-fidelity before moving to high-fidelity.
Visual Design — Created a trust-driven UI using blues and whites, card-based layouts, and human photography.
Prototype & Test — Tested with 18 users using Figma prototype; iterated on claim flow based on confusion hotspots.
Key Features Designed
• Unified policy dashboard with status indicators
• Step-by-step claim filing wizard with document upload
• Smart renewal alerts with one-tap renewal
• Multilingual support toggle (English/Hindi)
• Onboarding flow with policy scanner (camera-based)
Results
• Prototype usability score: 84/100 (System Usability Scale)
• Claim filing task success rate: 91% in user testing
• Average onboarding completion: 3.5 minutes (target was under 5)
• App received Series A funding after design presentation to investors
