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.

Discovery
Discovery

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.

identification

Revising the reports would help the team quickly find the statements that need to be collected.

identification

Revising the reports would help the team quickly find the statements that need to be collected.

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.

COLLECTION

Building a new feature to manage credentials along with automation efforts to improve efficiency.

COLLECTION

Building a new feature to manage credentials along with automation efforts to improve efficiency.

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.

uploading

Creating features to dramatically improve process of uploading and filing statements into portal.

uploading

Creating features to dramatically improve process of uploading and filing statements into portal.

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.

CONCLUSION

New features resulted in fewest seasonal temp employees in 5 years.

55% of online statements are now automatically collected and filed.

68% of pdf files uploaded using drag and drop tool will file automatically.

The team typically rushes to meet tax deadlines; this year they are ahead in their collection efforts.

CONCLUSION

New features resulted in fewest seasonal temp employees in 5 years.

55% of online statements are now automatically collected and filed.

68% of pdf files uploaded using drag and drop tool will file automatically.

The team typically rushes to meet tax deadlines; this year they are ahead in their collection efforts.

CONCLUSION

New features resulted in fewest seasonal temp employees in 5 years.

55% of online statements are now automatically collected and filed.

68% of pdf files uploaded using drag and drop tool will file automatically.

The team typically rushes to meet tax deadlines; this year they are ahead in their collection efforts.

CONCLUSION

New features resulted in fewest seasonal temp employees in 5 years.

55% of online statements are now automatically collected and filed.

68% of pdf files uploaded using drag and drop tool will file automatically.

The team typically rushes to meet tax deadlines; this year they are ahead in their collection efforts.