Scaling Zenik for Complex Insurance Workflows

Redesigning credit and political risk insurance workflows.

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Duration
2023–2024
Role
Solo Product Designer
Team
PM · BA · Frontend · Backend · QA
Zenik — Product overview
Zenik — Product overview

Overview

Challenge

Crowded navigation and inconsistent patterns limited usability and scale.

My role

Solo designer across research, architecture, UI, and handoff.

Solution

Reorganized navigation; built reusable risk, reporting, finance, and operations workflows.

Outcome

Clearer structure and reusable patterns for future modules.

Problem & Research

Where Users Got Stuck

Users struggled to find tools and scan dense data.

Research findings

Navigation friction  

Frequent tools were buried across modules.

Dense Information

Dense tables slowed comparison.

Inconsistent Patterns

Controls and statuses varied between workflows.

Research direction

Simplify navigation

Clarify data

Clarify status

Standardize interactions

Primary User

Insurance underwriter working with risk data

Information Architecture

I grouped overlapping destinations into a clearer, scalable structure.

Core Solutions

Scalable Navigation

Problem

Frequent tools were buried in the sidebar.

Solution

I regrouped destinations and added search, quick links, and breadcrumbs.

Key decisions

Clear module grouping

Search and quick links

Visible navigation context

Scalable structure

Political Risk Ratings
Political Risk Ratings

Related tools sit in expandable groups.

Comparing Risk Data

Problem

Ratings, trends, and data versions were hard to compare.

Solution

I clarified table hierarchy, risk scales, trends, and version controls.

Key decisions

Consistent risk scale

Visible data version

Scannable trends and ratings

Version-aware editing

Political Risk Ratings
Political Risk Ratings

Reporting & Operations

Problem

Users needed both summaries and detailed records.

Solution

Parameters precede metrics and charts; expandable rows reveal details in place.

Key decisions

Filters before results

Clear KPI hierarchy

Expandable row details

Contextual actions

Filters lead to metrics and financial charts.

Filter Parameters
Filter Parameters

Operational Record Management

Expandable rows reveal details and actions in place.

Claims
Claims

Design System

Shared navigation, tables, filters, forms, cards, and states support consistent module expansion.

Results & Reflection

25–30% Faster Task Completion

Across selected core workflows.

15% Higher User Satisfaction

Following navigation and interaction improvements.

35% Lower Development Workload

Using reusable components and interactions.

Based on internal usability testing and delivery estimates.

The new foundation supported six core product areas, including Finance, Risk Ratings, Claims, and Approvals.

I learned that enterprise consistency depends as much on shared interaction rules as on visual tokens.