Underwriting Workspace

Case Studies / Insurance Underwriting Dashboard

General Star’s Frictionless Underwriting Experience

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GenStar’s underwriting teams were slowed by fragmented tools, inconsistent UI patterns, and manual processes that created friction at every step. I designed the first unified underwriting dashboard for the GENESIS G2 intranet, streamlining workflows, embedding reusable Material components, and establishing a governed system that scaled across teams and frameworks.

Client

General Star Insurance

Role

Lead UX Designer

Timeline

8 months

Team

UX, Product, Engineering

Tools Used

Figma, Jira, Confluence

Deliverables

• Annotated dashboard flows

• Risk triage logic

• Material-aligned components

• Implementation guidance

• Annotated dashboard flows

• Risk triage logic

• Material-aligned components

• Implementation guidance

• Annotated dashboard flows

• Risk triage logic

• Material-aligned components

• Implementation guidance

Results

• 30% faster underwriting decisions

• Reduced cognitive load and manual lookups

• Scalable design system adopted across GENESIS G2 platform

• 30% faster underwriting decisions

• Reduced cognitive load and manual lookups

• Design system adopted across GENESIS G2 platform

30% faster underwriting decisions
Reduced cognitive load and manual lookups
Design system adopted across GENESIS G2 platform

MY ROLE

The Challenge

Underwriters were working across outdated tools, Excel sheets, and disconnected screens. Key signals—like weather, market shifts, and exposure context—were buried or missing entirely. The result was slow decisions, inconsistent reviews, and high operational risk.

MY ROLE

Lead UX Designer

Served as lead UX designer for the strategic overhaul of General Star’s underwriting dashboard. Defined risk logic, streamlined decision paths, and delivered a scalable, Material‑aligned UI system adopted across the GENESIS G2 platform.

THE APPROACH

Process

Partnered with underwriting leadership, product, and engineering to architect a role‑based workflow that unified fragmented data, clarified triage logic, and reduced decision friction across multi‑state operations.

Faster decisions with cleaner, more focused workflows
Real-time signals surfaced without leaving the screen
Less cognitive load from fewer lookups and cleaner hierarchy

STEP 1

Discovery & Stakeholder Alignment

Interviewed underwriting leads and audited legacy tools to identify workflow gaps, lookup friction, and inconsistent UI patterns.

Comparative Audit & Benchmarking

Evaluated Adobe, Payfactors, Zoho, and internal tools to benchmark clarity, density, and triage behavior.

STEP 2

STEP 3

UX Architecture & Prototyping

Designed role-based dashboard flows with progressive disclosure, real-time signal widgets, and structured risk indicators.

Design System & Engineering Support

Built tokenized Material components and delivered implementation-ready specs aligned to React, Angular, and AG Grid.

STEP 4

Results & Outcomes

Metrics

• 25% faster underwriting decisions due to clearer triage logic and reduced manual lookups

Significant reduction in cognitive load through structured risk indicators and progressive disclosure
Increased workflow consistency across teams with standardized UI patterns and governed components
Faster engineering delivery enabled by Material‑aligned, implementation‑ready components
Reduced operational risk through unified data visibility and clearer decision paths

25% faster underwriting decisions due to clearer triage logic and reduced manual lookups
Significant reduction in cognitive load through structured risk indicators and progressive disclosure
Increased workflow consistency across teams with standardized UI patterns and governed components
Faster engineering delivery enabled by Material‑aligned, implementation‑ready components
Reduced operational risk through unified data visibility and clearer decision paths

25% faster underwriting decisions due to clearer triage logic and reduced manual lookups
Significant reduction in cognitive load through structured risk indicators and progressive disclosure
Increased workflow consistency across teams with standardized UI patterns and governed components
Faster engineering delivery enabled by Material‑aligned, implementation‑ready components
Reduced operational risk through unified data visibility and clearer decision paths

Conclusion

The redesigned underwriting dashboard created a measurable lift in clarity, speed, and cross‑team alignment. By replacing fragmented tools with a unified, role‑based experience, underwriters gained immediate access to the signals they needed, while engineering benefited from a scalable, tokenized component system. The result was a more efficient, predictable, and future‑ready underwriting workflow adopted across the GENESIS G2 platform.