Modernizing enterprise insurance UI across 500+ screens
Digital Scientists partnered with OneShield Software to redesign their enterprise policy, billing, and claims management platform—creating a unified, modern interface that streamlines daily workflows for insurance professionals.
500+
Screens Redesigned
2
Phase Engagement
5
User Roles Supported
1
Unified Design System
A single, modernized UI for the global insurance industry
OneShield Software provides enterprise-class policy, billing, and claims management solutions used by insurance carriers worldwide. Their platform serves underwriters, agents, billing managers, and claims adjusters—but the existing UI had fallen behind modern design standards, making the sales process difficult and daily workflows inefficient.
Digital Scientists was engaged to create a single, modernized UI design that could be applied consistently across all current and future OneShield enterprise products. The project was executed in two phases: an initial 8-week UI refresh focused on the most impactful screens and workflows, followed by a second phase expanding the design patterns to additional summary pages, navigation refinements, and cleanup items.
The result was a comprehensive UI refresh spanning 500+ web pages across multiple products, accompanied by a full brand guide and style toolkit that enables OneShield to maintain design consistency as their platform evolves.
Client
OneShield Software
Industry
Insurance Technology (InsurTech)
Services
UI Redesign, Design System, UX Advisory, Digital Transformation
Engagement
Two phases (8-week sprint + extended support)
Method
A legacy interface hindering growth
OneShield's enterprise insurance platform served major carriers globally, but its dated user interface created friction for every user role—from underwriters processing quotes to agents managing customer accounts. The outdated design made the sales process difficult, reduced workflow efficiency, and failed to reflect OneShield's brand promise of "Insurance Solutions Simplified."
Dated Visual Design
The existing UI lacked modern design patterns, making the platform look outdated compared to competitors and complicating the sales process for new carriers.
Inconsistent Patterns
Multiple products had grown organically without unified design standards, leading to inconsistent navigation, button styles, and form patterns across the platform.
Workflow Inefficiency
Users required too many clicks to complete core tasks like creating quotes and managing policies, with poor screen real estate utilization and unclear process context.
The legacy platform: before the refresh
The original Agent Portal featured a sparse layout with minimal visual hierarchy. Users were presented with text-heavy navigation, no dashboard metrics, and a basic task list—making it difficult to orient themselves or prioritize work.
Alignment workshop and prioritization
Digital Scientists kicked off the engagement with a structured alignment workshop, bringing OneShield stakeholders together to define the project vision, identify target user roles, prioritize screens, and establish clear success criteria using a MoSCoW (Must/Should/Could/Won't) framework.
Vision statement
"We want to create a single and modern UI design that can be used consistently across the most impactful pages and workflows for the OneShield platform, allowing users to easily select what is most intuitive."
Target users
The team identified five key user roles whose daily workflows would be most impacted by the UI refresh:
Prioritized screen list
The workshop produced a ranked list of screens to focus on for the initial 8-week sprint, ordered by impact on underwriter and agent productivity:
Main host application & navigation
Agent homepage with metrics
Customer detail page
Advanced search
Quote wizard flow
Rapid iteration through wireframes
To kick off the design process and ensure alignment on user goals, Digital Scientists created wireframes—simple skeletal visual layouts focused on the user's flow through the product. Wireframes connected information architecture to workflows, clarified consistent ways to display information, and enabled rapid iteration through stakeholder feedback.
Agent Home wireframe with metrics dashboard and task panel
Quote wizard wireframe with step-by-step navigation
A modern, intuitive interface for insurance professionals
The redesigned UI uses color contrasts, graphical elements, and clear visual hierarchy to provide a more intuitive user journey. Icon-based navigation helps users distinguish between different types of content, while the new sidebar layout replaces the legacy horizontal menu with a modern, collapsible navigation system.
Before
After
Key redesigned screens
Advanced customer search with filterable modal
Customer detail page with customizable column views
Streamlined quote creation workflow
The quote wizard was one of the most critical workflows to modernize. The redesigned multi-step flow guides underwriters from agency selection through customer search, policy details, and premium comparison—with clear progress indicators, inline validation, and comparison views that reduce the number of clicks required to complete a quote.
Customer search with results and filter tags
Policy details form with validation indicators
Premium comparison view with Bronze, Silver, Gold, and Platinum tiers
See the redesigned platform in action
Digital Scientists delivered a clickable prototype demonstrating the full end-to-end workflow, from the Agent Home dashboard through customer search, quote creation, and policy management. Watch the walkthrough to see how the redesigned navigation, visual hierarchy, and modern UI patterns come together.
OneShield UI refresh prototype walkthrough demo
A comprehensive style guide for long-term consistency
To help OneShield apply consistent design changes across all products now and into the future, Digital Scientists developed a full UI toolkit and brand guide covering every interactive element in the platform.
Primary, secondary, and tertiary CTAs with default, hover, and inactive states for every context.
Input fields, dropdowns, radio buttons, checkboxes, and error states with consistent validation patterns.
Collapsible sidebar with icon-based primary nav, secondary tab navigation, and breadcrumb patterns.
Toast messages, badges, kebab menus, filtering modals, column editors, and data tables with sorting.
Complete color palette with primary brand blue, secondary colors, and gray scale values. Typography system with clear hierarchy for headings, body text, and labels.
Custom icon set for navigation, actions, and status indicators. Icon sizing, spacing, and color usage rules for consistent application across all screens.
Expanding the design system and advising on implementation
After completing the initial UI refresh, Digital Scientists transitioned to an advisory role for Phase 2. The team continued to expand design patterns to additional summary pages, refine navigation, address cleanup items, and provide ongoing design support to OneShield stakeholders during implementation. Phase 2 deliverables included:
UI refresh for additional summary pages, extending the design system to cover every workflow in the platform
Continued design patterns for specific UX interactions: read-only lists, add/delete lists, and detail/modify item lists
Further navigation refinements including sidebar behavior, secondary tab patterns, and breadcrumb consistency
Cleanup items including background styling, iconography consistency, and component spacing standardization
A modernized platform that supports growth
Through carefully chosen design decisions and ongoing advisory services, Digital Scientists helped OneShield Software transform their enterprise platform into a modern, cohesive product that strengthens their competitive position in the global insurance software market.
Unified Visual Identity
A single, modern design language applied consistently across all OneShield enterprise products, unifying the brand experience for every user role.
Improved Workflow Efficiency
Streamlined navigation and optimized screen layouts reduce clicks per task, enabling underwriters, agents, and billing managers to complete work faster.
Comprehensive Design System
Full style guide with buttons, forms, toast messages, badges, menus, modals, tables, navigation, color palette, typography, and iconography for long-term consistency.
Strengthened Market Position
The modernized interface directly supports OneShield's sales process, giving demos a contemporary look that matches the platform's enterprise-grade capabilities.
Future-Proof Foundation
Development-friendly patterns and detailed specifications enable OneShield's internal team to extend the design system to new features and products independently.
Knowledge Transfer
Advisory support during implementation ensured OneShield stakeholders could confidently apply the new design standards and continue recommending UX improvements.
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