Resources
Guides, templates, and rollout best practices.
Short, practical resources for designing workflows, governance, and adoption in modern insurance portals.
Guide
Portal rollout checklist
A simple checklist to ship confidently and avoid UI/UX regressions during expansion.
5 min read
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Playbook
Approval workflows
Design gates that keep accountability high without slowing your operation.
5 min read
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Security
Roles & access control
A practical approach to permissions, sessions, and audit trails for enterprise use cases.
5 min read
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UX
Customer-first servicing
Patterns for clean, comprehensible policy and claims experiences across devices.
5 min read
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Ops
Work queues
How to structure tasks and ownership so teams can execute without bottlenecks.
5 min read
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Design system
UI consistency
Spacing and typography rules that keep pages pixel-consistent across sections.
5 min read
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