Projects

All Projects

SafeGold
SafeGold
SuperBetter
SuperBetter
Fluent
Fluent
COMPD
COMPD
Insummary
Insummary
Flexnest
Flexnest
LiveTake
LiveTake
OWL Protocol
OWL Protocol
Debbie
Debbie
Stonovation
Stonovation
Pelt8
Pelt8
Wrk Receipts
Wrk Receipts
Chrono
Chrono
Squeezee
Squeezee
Cheeky
Cheeky
IVY
IVY
Navely
Navely
Mira
Mira
Aither
Aither
Secuvy AI
Secuvy AI

About

Insummary

An AI-Powered Productivity Platform for Retail and Wholesale Insurance Brokers. Generate Policy summary or compare different policies at a time and gain valuable insights in minutes.

Generative
AI
B2B
Insurance
SaaS
ML
Insurance

Insurance

Summaries

Summaries

Ongoing

Ongoing

insummary

About

Problem we solved

Insurance agencies often handle a vast number of policies, making it challenging for agents and brokers to manually track every detail, from upcoming renewals to expiring policies or comparisons. This is where Insummary steps in, streamlining this critical task by extracting and condensing information into an easy-to-understand format.

Major Challenges

  • Streamline a complex user flow into simple steps
  • Presenting a vast amount of information in a digestible format
  • Ensuring that AI serves as a supportive guide, assisting agents in achieving their primary goals without fully taking over their tasks.
problem solve

Process

Design

Understanding from the outset that this was a SaaS product, we prioritized functionality over aesthetics. Our primary focus was enhancing the user experience by ensuring features operated seamlessly. While UI design wasn't the top priority, presenting data in a clear and digestible format became our core objective. This principle shaped the entire design process.

top image
Keep a side by side view of policy and summary
Easily summarize data of any policy into structured format
bottom image

Transformed Workflow

A meticulously designed integrated system, that connects all the major areas for any insurance broker or agent to be productive and optimise their time & workflow.

With each section connected in a nested way, optimizing their workflow by 35%.

safegod web image

Result

Visual Highlights

Webapp
After continuous user feedback and multiple iterations, we are still exploring the best approaches to deliver the upcoming features effectively.
design tab image 1
design web image
The product features multiple ways to improve the Insurance agent and it's agencies workflow by providing carrier guides, a document library, tabs to manage internal activities, and store any kind forms or policies directly at one place
Insummary features an AI agent named Mary, designed to manage all your tasks and problems efficiently. Simply ask Mary anything, and she'll know exactly how to assist you.
design tab image 2d
impact background

Result

Empowering Experiences

Insummary has revolutionized the way insurance agencies operate. By introducing AI that allows policies to be summarized in minutes, it has optimized the workflow for all agents using the service. With its intuitive UI and a simple three-step process, along with modern features integrated into the SaaS platform, Insummary has become a fast and easy choice for brokers across the United States.

On of a Kind

Unique approach in this segment

Top

Platform in this segment in US

Want your product to create a similar impact?