Simplifying Insurance Quotations for MPL Agents
A digital application designed to streamline the quick-quote process for insurance agents, enhancing speed, accuracy, and usability.
process snapshot
the workflow
the tools
Design goals
Simplify data entry for agents
Reduce cognitive load
Enable conditional logic for cleaner UI
Constraints & Considerations
Full backend compatibility with existing systems
Large form with mandatory fields
Limited autofill options despite using NPI
Outcomes
Faster quote creation
Positive feedback from agents post-release
Increased navigation clarity and task completion
The user
MPL is a major provider of medical professional liability insurance. Their network of agents work directly with healthcare providers to generate quotes and onboard new clients. These agents needed a more intuitive and efficient way to generate non-binding quotes—especially for returning clients—without going through lengthy paperwork or multiple disconnected tools.
The Challenge
Agents were manually collecting and inputting extensive information across various documents and tools to generate quotes—often resulting in delays and inconsistencies. Despite the availability of unique identifiers like the National Provider Identifier (NPI), the process remained time-consuming. The primary UX challenge?
The form was long, dense, and cognitively overwhelming.
The Solution
The challenge was approached with a focus on empathy, clarity, and momentum—balancing the needs of real users with the realities of the system behind the screen.
Understanding the Humans Behind the Workflow
The process began with direct conversations with MPL agents—the individuals using the tool daily. For them, a “quick” quote wasn’t just about speed; it meant confidence, accuracy, and not having to backtrack. These interviews revealed key pain points: repetitive data entry, unclear flows, and a general sense of cognitive overload.
To gain a broader perspective, competitive tools were analyzed to identify usability gaps and areas where the experience could be elevated.
Bridging Ideas and Execution
Collaboration with engineering was essential. Technical limitations, backend dependencies, and compliance requirements were surfaced early and translated into clear, actionable guidance for the broader product team. This ensured alignment between what users needed and what could realistically be built.
Designing with Intention
The design strategy centered on clarity—simplifying the experience without stripping out necessary detail.
Related information was grouped to reduce mental load and guide users naturally through each section. Instead of overwhelming users with options, the application was structured in horizontal stages, allowing agents to focus on one step at a time with a clear sense of progression.
Each screen was intentionally streamlined to only show what was needed in the moment. With progressive logic, the form adapted based on previous inputs, which helped the interface feel more intelligent and less cluttered.
Additional features like NPI-based partial auto-fill sped up the process and improved data accuracy. A consistent library of UI elements—dropdowns, toggles, icons—was established to reduce friction and reinforce usability across the tool.
results
The result was a quoting tool that felt truly agent-centric. Workflows became more fluid, error rates dropped, and agents consistently reported faster quote generation. The experience delivered both speed and confidence—translating into quicker client acquisition and a stronger sense of trust in the digital process.
This case study represents a selection of work completed as Lead UX Designer on the ProAssurance Digital Experience Platform between 2022–2025. Most design elements cannot be shown, and business details have been modified or omitted to respect confidentiality. For an in-depth review, please contact me at sarahadi.work@gmail.com