Modulassur
A quoting tool for insurance brokers. I made it fast enough to use while the client is still on the phone.
- Role
- UX/UI Designer
- Team
- Project Manager, developers
- Scope
- Quote → e-signature
- Status
- V1 designed · dev paused

01 · Research
Brokers quote live, on the phone.
I listened to real calls and mapped every step.
Clients wait
Long tables to fill again after every change.
Hard to compare
No way to see two plans side by side.
Too many fields
Rare fields looked as important as key ones.
02 · Problem
Slow quotes, lost clients.
03 · Flow
7 steps, one journey.
The same flow for all 3 product lines. Brokers learn it once.
04 · UI
Compare, adjust, quote.
Step 3 is where calls were lost. Click a number to see what changed.
- 1Plans side by side
Tick a plan, compare while talking.
- 2Details on demand
Rare fields open only when needed.
- 3Commission set live
The broker sees what they'll earn.
- 4Instant price
The total updates with every change.
05 · Outcome
A full V1, handed to developers.
Dev paused before launch (funding), so no usage data yet.
More contrast on unselected plans, bigger prices.



















