All work

Replaced Guesswork With Guided Workflows

Airbnb Insurtech Startup, Raised £2.5M
Web App Insurtech
Pikl Dashboard — Replaced Guesswork With Guided Workflows
Responsibilities

UI Design · UX Design · User Research

Team

1 Product Owner · 1 Head of Design · 1 Head of Operations · 2 Full Stack Developers

Pikl's internal policy admin tool was outdated and badly aligned to how support staff actually worked. Manual calculations, disconnected scripts and no proper customer search meant staff were compensating daily for what the system couldn't do.

I ran sessions with the support team to find where the friction was. The pattern was consistent: the tool was offloading its own complexity onto its users. I redesigned the dashboard to surface scripts, customer history and task context at the right moment, replacing memory-based decisions with structured guidance and clearer navigation throughout.

Research with five support staff reframed the project from a visual refresh into a structural redesign

Scripted guidance and an activity log replaced memory-based decisions and manual workarounds

The concept gave Pikl a scalable foundation for modernising a business-critical internal tool

Dashboard concept for managing policy tasks, metrics, and customer interactions
Dashboard concept for managing policy tasks, metrics, and customer interactions
Step-by-step quote form with scripted assistance for policy customisation
Step-by-step quote form with scripted assistance for policy customisation
Quote comparison interface for selecting and purchasing insurance policies
Quote comparison interface for selecting and purchasing insurance policies
Customer dashboard for managing policies and tracking status updates
Customer dashboard for managing policies and tracking status updates
Customer profile interface for managing policy details and tracking changes
Customer profile interface for managing policy details and tracking changes
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