All-in-one integrated CRM
and marketing platform

InsuredMine

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 were making products better for end-users and solving their real problems, we involved current customers in the process from the day one.

Contribution

Web App Design
User Research
Design System
iOS App Design
Responsive Web Design
Marketing Website Design

Location

Richardson, TX, USA

Timeline

Sep 2020 — Apr 2021

Results
Consistent product line
Rapid product growth
Two web interfaces overview
Three mobile screens
Client review

Raution Jaiswal
CEO, InsuredMine

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

Client's avatar
Raution Jaiswal
CEO, InsuredMine
Web interface

Marketing automations – one place for Multi-channel communications

To enable users to seamlessly communicate with prospects and clients through both Email and Text messages within a single communication stream, we crafted an experience where both channels can be utilized in one marketing campaign or automation. It may sound complicated, but it works effortlessly!

Functional overviewFunctional overview

White-label mobile app

Each premium user receives a white-label mobile app, empowering their customers to manage policies, obtain quotes, communicate with agents, and report incidents. We underwent a complete redesign, ensuring a cohesive brand identity and providing agents with a tool to engage with their customers on a whole new level.

Four mobile screens
Mobile screens

Design System

Maintaining consistency across three products and a marketing website with a shared brand identity is undoubtedly challenging. However, the presence of a robust design system and comprehensive documentation makes the task much more manageable.

335 components253 Icons8 px Grid System
Design system overview

Marketing website

The final touchpoint for digital communication with InsuredMine is its marketing website. We embarked on a complete redesign, establishing a new value proposition and refining market positioning from the ground up.

Marketing materials design
Landing pages overview

Featured projects

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