Reinsurance Associates
Chapter
05
[ 2023- 2024 ] SaaS Portal Features:
Demonstrating value of UX influence to deliver impactful results.
introduction
Reinsurance Associates uses a SaaS Portal to manage projects, allowing clerks to upload records and accountants to complete their tax tasks.
CHALLENGE
Each year, they hire temporary staff during peak seasons to handle statement accumulation. Our task was to find opportunities for new portal features to enhance the efficiency of accounting clerks in their collection work.
The process of finding ways to improve efficiency.
user interviews
Problems discussed
"Our team spends a ton of time digging into each client to figure out what we're still missing"
"Right now there is an excel file which holds all of our log in info, this is a constant headache."
improvement opportunities
identification
Valuable time is lost figuring out which statements are still needed.
collection
The team has to log into NUMEROUS websites. We explored ways to simplify this.
uploading
We looked at ways to make it easier & more efficient to get statements properly filed within database.
User interview
Kolton Brewer - does not currently use reports…
"The filters are super annoying to navigate and every time I click on a link I lose my place within the report. It's just more trouble than it's worth."
REPORT REVS
MODIFICATIONS
Simplified filters. resorted and redistributed columns, added requested columns & implemented behavioral changes.
streamline credential management
user flow
Outlined the steps users follow to get the credentials for online portals used to collect statements.
build & refine feature
Built a system for Secret Vault to manage credentials, ensuring that changes update across all accounts and making it user-friendly.
automation
analysis
Performed quantitive analysis to determine the richest targets of automation.
2fa
To handle automated programs and enhance client efficiency, a shared two-factor authentication (2FA) system was developed.
crawlers
Oversaw the development team’s implementation of 3 web crawlers that collect over 2,400 statements a month.
drag and drop feature
user flow
Browse dozens of professionally designed templates. Click, duplicate, customize.
establish new feature
Developed an easy way for users to upload files by dropping them into a single spot on the portal.
automated filing
parsing/ mapping
A parser was created to read text fields in PDFs, using mappings to find the correct fields to parse.
learning mapper
This interface was crucial for guiding the system to locate the appropriate fields for mapping & making the associations needed for automatic processing of future PDFs.
