All-in-one integrated CRM
and marketing platform

# Insurance

# Insurtech

# SaaS

# Responsive Web

# CRM. Web App

# iOS App

# Responsive Web

CLIENT

InsuredMine.
Richardson, TX, USA

OUR CONTRIBUTION

Web App Design

Design system

Responsive web design

User Research

iOS App design

Marketing website design

TIME LINE

Sep 2020

Apr 2021

RESULTS

Insuredmine.com

All in one suite for insurance agencies to run marketing, sales, and dig analytics

On an everyday basis, insurance agents spend their time switching from one tool to another to manage their sales, communicate with their customers, run sales, dig analytics, and much more. InsuredMine is changing this by bringing all these tools together in one platform, tailored specifically for insurance agencies' workflows.
Our goal was to redesign and improve their flagship product, marketing website, and Whitelabel iOS app. To make sure that we are making products better for end-users and solving their real problems, we involved current customers in the process from the day one.

“Excited’s services were met with high praise
and appreciation. They have a deep understanding when it comes to design thinking.”

Raution Jaiswal

CEO at InsuredMine

Marketing automations – one place for Multi-channel communications

To allow users to communicate with prospects and clients using Email and Text messages as one communication stream, we designed an experience where both communication channels can be used inside one marketing campaign or marketing automation. Sounds complicated, works like a piece of cake!

White-label mobile app

Every premium user gets a white-label mobile app that helps your customers to manage policies, get quotes, communicate with agents, and report incidents. We completely redesigned how it works and how it looks, sharing the same brand identity and giving agents a tool to engage with their customers on a new level.

Design System

Having three products and a marketing website consistent and sharing one brand identity is hard, no doubt. Having a robust design system and documentation changes it.

335

Components

253

Icons

8px

Grid System

Marketing website

As the last point of digital communication that InsuredMine has is a marketing website. We redesigned it from scratch, defining the new value proposition and market positioning.