A mobile-first claims handling application redesigning how US insurance professionals and policyholders manage the entire claims lifecycle.
Overview
ClaimsPro is a mobile-first claims handling application designed to serve both US insurance policyholders and adjusters — consolidating the entire claims lifecycle into a single, intuitive mobile experience.
I led end-to-end UI/UX design across all 23 screens in Figma Make, building a full component library and a custom brand system from scratch — balancing enterprise-grade compliance requirements with consumer-grade usability.
The Problem
Filing an insurance claim in the US is one of the most stressful, paper-heavy, and opaque experiences a policyholder can face. Adjusters aren't faring better — juggling legacy systems, email chains, and manual workflows.
Most US insurers still rely on faxes, PDFs, and phone calls. No unified mobile experience exists for filing or tracking claims.
Average auto claim takes 30+ days. Policyholders receive little to no real-time updates, causing anxiety and repeated contact attempts.
US insurance is state-regulated. Each state has unique requirements for denial notices, e-signatures, and data retention — creating compliance risk.
Design Goals
ClaimsPro was designed to be the single mobile source of truth for the US insurance claims lifecycle — for both the policyholder and the adjuster.
A guided 5-step claim form with smart defaults, policy lookup, and inline validation to get first submissions right the first time.
Real-time status updates, communication threads, and a visual timeline so policyholders always know exactly where their claim stands.
HIPAA-aware flows, ESIGN Act compliant e-signatures, state-specific denial notices, and full audit logs built into every critical screen.
Designed for thumbs: bottom navigation, bottom sheets, FAB shortcuts, and swipe gestures that feel native on iOS and Android.
User Flow
Every screen was designed as part of a coherent user flow — from first launch to claim resolution. No dead ends, no confusion.
Screen Highlights
A deep dive into the core screens of ClaimsPro — designed to balance enterprise functionality with consumer-grade simplicity.
Clean, confident entry point. The ClaimsPro brand identity lands immediately — trust-first before a single field is filled.
Email/password, Company SSO, and Face ID / Touch ID — HIPAA and SOC 2 compliance badges visible at the point of login.
Enforced 2FA for all adjuster accounts. Resend timer, backup method fallback, and biometric re-auth after session expiry.
Summary KPI cards, recent claims list with inline status badges, and a central FAB for filing a new claim. Personalized greeting with role-aware content and a notification bell with unread count.
Stepped wizard with inline validation and smart defaults. Policy lookup auto-fills covered details. Step 5 includes an ESIGN-compliant e-signature field before submission.
Overview, Docs, Comms, Payments, and Timeline tabs — every piece of claim data accessible in a single screen without drilling deeper.
Color-coded by type, relative timestamps, unread dot indicators, and Mark All as Read. All / Unread / System tabs keep the inbox clean.
Total claims, avg processing time, and approval rate at a glance. Claims Over Time line chart and Claims by Type donut with date-range filter.
Design System
Every color, typographic choice, and spacing decision was systematized into reusable tokens — ensuring visual consistency across all 23 screens and the full component library.
US Compliance
Insurance in the United States is uniquely complex — governed at the state level with federal overlays. ClaimsPro bakes compliance into the design, not just the backend.
Health claim flows include explicit PHI handling notices. Medical records upload is segregated and labeled with sensitivity indicators throughout the UI.
The Review & Submit screen includes a finger-draw or type-name e-signature field compliant with the Electronic Signatures in Global and National Commerce Act (2000).
The Deny Claim bottom sheet includes a dynamic regulatory notice that adapts per jurisdiction — per [State] law requirements.
Every action — status change, document upload, message sent, payment issued — is logged with timestamp, user, field changed, and old/new values.
2FA enabled by default for all adjuster accounts, with 6-digit OTP, biometric fallback, and forced re-authentication after session expiry.
Login screen displays SOC 2 and HIPAA compliance badges. The compliance tab in settings shows state-by-state checklist and data retention policies.
Key Takeaways
Designing for a regulated, high-stakes industry demanded discipline — every UX decision had to balance speed, clarity, and trust simultaneously.
In insurance, users are filing claims during the worst moments of their lives — after accidents, floods, health crises. Every label, button color, and error message either builds or erodes trust. Conservative, clear language won over clever copy every time.
Regulatory requirements like state-specific denial notices and e-signature mandates initially seemed like design constraints. Treating them as first-class UX elements — surfaced clearly to users rather than hidden in fine print — actually improved the experience.
ClaimsPro serves both policyholders (emotional, infrequent users) and adjusters (power users, frequent workflows). Designing screens that serve both audiences without compromising either required constant role-switching during review.