Swiss RE - B2B Platform
Work Delivered
B2B User Research
Product Strategy
UX/UI & Design System
Results
Up 17.7% on new premiums
Policy growth from 1.6 to 2.1M
Launched B2B SaaS Platform
A B2B SaaS policy management platform built from the ground up.
Swiss Re needed an innovative cloud-based platform designed to modernise the life insurance industry by Providing an end-to-end solution for underwriting, policy lifecycle management, and claims.
I lead the discovery and design of features for both service agents & underwriting teams. In addition, I formalised and implemented a scalable design system.
The life insurance industry has long faced challenges related to outdated software, manual processes, inefficiencies, and competition.
©SwissRe
Tangram Platform
A key strategic initiative for SwissRe was to develop an in-house platform to provide iptiQ, its life insurance division, with a core policy management and servicing capability that could be reused across multiple distribution partners and geographies.
Core objectives
Combine Software
Combine features from multiple software into one platform to create a unified user experience, reducing costs and simplifying operations.
Speed to develop
Create a modular design to accelerate implementation and development, eliminating reliance on third-party support to enhance legacy systems.
Collaborative at its core
Build a robust and scalable platform with integrated cross-team collaboration for team tasks and administration. Combining sales, support, underwriting and claims into one place.
