Designing Back Office APP for Cleverea Insurance

Saori Claudia Gushiken

UX Designer
Product Designer
UI Designer
Figma
Jira
Loom
Cleverea

Cleverea

Cleverea’s focus on technology and user experience and want to be a leader in the digital insurance space. By offering personalized, easy-to-manage insurance solutions, Cleverea not only meets but exceeds customer expectations, paving the way for a new era in the insurance industry.

The product (Back office)

Product design for internal Back Office application at Cleverea to manage and optimize internal operations and processes. This tool is essential for Cleverea's Customer Support Team, allowing them to perform a variety of administrative and operational tasks efficiently related to the customers and claims.

Goal

Designed a Back Office App to ensure that the Cleverea's Customer Support Team can efficiently manage all operations and processes, enhancing productivity and aligning with the company's strategic goals related to the after sale customer experience.

Main Functions

1. Customer and Policy Management: - Manage customer information. - Handle details of insurance policies. 2. Claims Processing: - Review insurance claims. - Track the status of claims. 3. Task Automation: - Automate repetitive processes to improve operational efficiency. 4. Document Management: -Report and organize important documents for Claims. 5. Internal Communication: - Facilitate communication and collaboration between teammates.
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