Proceso simplifies the process of obtaining multiple insurance quotes for clients and automates repetitive tasks. I helped bring Proceso to life, transforming it from an idea into a valuable tool.
My Role
Product Design - UX / UI
Product Management - PRDs & Specs
Research & Testing
Design System & Branding
Results
Shipped the product and acquired early customers
Reduced design-to-development handoff time
Validated Assumptions
Simplified the creation of new features
For an insurance broker, inefficiencies are built into their workflow.
Insurance companies have little incentive to improve their user experience because brokers must use their systems regardless of how complex they are. This issue is compounded as brokers deal with multiple insurers, each with different form requirements and interfaces.
Proceso simplifies the quoting process by providing brokers with a single form that works across multiple insurers.
Instead of filling out multiple quote request forms, brokers now complete just one and receive multiple quotes in return. A process that typically takes 30 minutes to an hour can now be completed in just 5 minutes. To achieve this, we designed forms that answered key questions:
What are the required fields?
Which fields can be pre-filled?
How can we organise the form to be less overwhelming and easy to complete?
Through testing and iteration, we developed a wizard-style form that dynamically adjusts based on the broker’s responses. We also implemented an entity-based UI, reflecting the structure familiar to Australian insurance brokers—where a quote is linked to a form, a form to a risk, a risk to a client, and a client to an organisation.
With the average age of insurance brokers being 50, they are used to legacy systems with little competition. Our challenge was to create a modern, intuitive UI that felt familiar yet powerful.
From broker interviews and discussions with our founders (who are also brokers), we redesigned the client profile interface. A client card now highlights the most critical details, while related items are organised into tabs.
The framework is simple yet flexible enough to support different brokerage workflows, as no two firms operate exactly the same way.
Beyond streamlining workflows, Proceso also improves internal collaboration.
We developed a timeline view that tracks key events across all entities, summarising interactions. This enables brokers to seamlessly pick up where a colleague left off and log offline client interactions—a crucial legal requirement in case of claims or disputes.
Our early adopters were surprisingly eager to share their experiences and suggest features.
In addition to watching user session recordings, we engaged directly with brokers through conversations. I conducted usability tests and customer research, while our support team collected user frustrations and insights. This helped us prioritise bug fixes and new features based on the highest impact.
Design System
With around 100 screens spanning onboarding, quote generation, entity management, and settings, maintaining consistency was crucial. I created a design system with reusable web components—such as tables, lists, and controls—to ensure a cohesive UI and streamline development handoff.
Product Roadmap & PRDs
Business requirements can often be vague, so alignment is crucial. I ensure that the purpose of each feature is clear and the functionality well-defined before it reaches the engineering team. I maintained a product roadmap and ensured engineers had a prioritised, well-scoped backlog to work from.
The core of Proceso is efficient quote generation, but we’ve also developed additional features to address more industry challenges, including:
Automated debtor management
Streamlined claims filing and tracking
A system to support manual quoting
Learn more about proceso:
Mar Kevin Cayabyab
