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Claims console

Claims console

Claims console

A workflow redesign for insurance operations teams that needed fewer handoffs and a clearer way to review complicated claims.

A workflow redesign for insurance operations teams that needed fewer handoffs and a clearer way to review complicated claims.

Role

Workflow mapping, interaction design, review states, and usability testing.

Problem

Reviewers had to move between too many task paths to understand the status of a claim.

Approach

I mapped the repeated handoffs, grouped review decisions, and designed one workspace around the next useful action.

Outcome

The new flow made review work easier to scan, with fewer context switches and clearer handoff points.

Senior UX leadership

Aligned operations, product, and engineering around one review model.

The work was less about making a cleaner screen and more about helping teams agree on what a claim reviewer needed to know, decide, and hand off.

Owned the workflow framing from discovery through prototype review.

Translated operational edge cases into product decisions engineering could build against.

Used usability feedback to de-risk scope before delivery planning.

Process documentation

01 Research

Mapped reviewer handoffs, exceptions, duplicate checks, and places where people left the product to make sense of the claim.

02 Synthesis

Turned disconnected tasks into a decision model: what changed, what needs review, and what can move forward.

03 Prototype

Created a review surface that emphasized status, next action, and handoff confidence over raw system data.

Project artifacts

Workflow map

Shows task paths, repeated handoffs, and where context was lost.

Decision matrix

Captures which signals should trigger review, escalation, or handoff.

Stakeholder alignment

Workflow strategy

Operational systems thinking