Gexsi Nomad
The brief
Design of “Gexsi’s mobile app” made for insurance adjusters to fill out their report while on the field.
The challenges
- Designing an efficient mobile experience for adjusters working in the field
- Creating a focused report-writing interface while still allowing access to detailed information and advanced features
What I did
Redesigned the application from scratch with a new architecture and feature set, tailored to field adjusters’ workflows, ensuring fast, intuitive access to case data and streamlined reporting.
Client
EuroInformatique
Industry
Insurance Tech
Location
Bordeaux, remote
Duration
6 months
Product type
Tablet app
Expertises
- User Research
- UX Design
- UI Design
- Mobile Interface
- Design System
Tools
- Figma
- Miro
Team
- Associate Director
- Managing Partner
- Client Relationship Manager
- Front-end Developer (React)
- Back-end Developer
Process
Although the process was far from linear and many steps were
repeated throughout the project,
here are the actions I took to go from my client’s brief to the
final design I delivered.
Analize & Research
Conception
Design & UI
Optimization &
Follow-up
Research & analize
Analize of existing screens
I analyzed the screens of the current app and, combined with user feedback, identified what worked well and what needed improvement.
This helped me understand key pain points, usability issues, and opportunities for enhancement in the existing experience.
Experience map & persona
I collected insights on users and the current journey, which I synthesized into an experience map and a set of personas.
These tools helped me analyze user needs, constraints, and key moments in the journey — highlighting pain points, opportunities, and areas that required special attention.
Pain Points
From this research, several major challenges emerged:
Time Constraints During Appointments
Adjusters have very limited time when visiting clients. They need a fast and efficient way to collect data, take photos, and enter key information on-site.
Need to Complete the Full Report
Most adjusters don’t have the time to finalize the entire report during the appointment. Since many work in small structures without additional support, they need to be able to complete the full report themselves, later on.
Need for Supporting Material
To fill out reports thoroughly, they need easy access to relevant documents and case-related information.
Action Across the Full Process
Adjusters must also handle a variety of tasks: scheduling appointments, generating documents, and collecting signatures from the insured. They need the flexibility to act on any step of the process.
Daily Work Management
They require tools to manage their day-to-day activities—organizing their schedule, tracking pending tasks, and communicating efficiently with both their team and the company that commissioned the report.
Conception
Architecture
One of the major issues with the current application was poor navigation. I reorganized the structure of features and content, and designed a new information architecture for the next version of the app.
DESIGN & INTERFACE
Mockups
Based on the optimized user journey, I designed high-fidelity mockups using the Euroinformatique design system I had started in a previous project.
Design System
I expanded that design system by adding more mobile-friendly components to support a consistent and scalable UI.
Results
After numerous tests and iterations, we created an app that meets all the needs of claim adjusters in the field. It allows them to efficiently complete reports while easily accessing the information and features required for their tasks.
Daily Work Essentials
Thanks to simplified navigation, the adjuster can easily access everything needed for their workday: schedule, ongoing files, communication with the team and insurance platforms, and insurance contracts with the companies they work with.
Report Filling
To fill out the report, the adjuster can easily scroll through sections and quickly input information using optimized mobile components.
Progress Tracker
While working on an ongoing report, the adjuster can see which sections have been completed and which ones are still pending. With a click, they can access the desired section and complete their work.
Quick Access Features
The adjuster has quick access to frequently used tools, such as a note block for sketches and picture additions, which can be enriched with sketches and notes. To make the process even easier, the adjuster can display the file at the bottom of the screen for easy reference while completing the report.
File Overview
At any time, the adjuster can access the full information of the file they're reporting on. They also have quick access to the files, images, and “post-it messages” related to the file.
Field Access and Document Signing
While on-site with the policyholder, the adjuster can follow through with the process and export necessary documents for signature.