Group Admin
media: desktop application | role: UX/UI
AGI is a third-party administrator that offers financial services firms the ability to outsource their insurance administration functions. The Group Admin is an internal desktop application for AGI administrators and contains wide-ranging functionality. Despite being the company's most important application, it hadn't received a significant update since its inception a decade ago.
By automating everyday tasks and simplifying others, it is estimated administrators could complete 30% more tasks while reducing errors by 50%. Alerting users of mistakes and ensuring they could quickly recover with minimal effort or frustration was one of the top priorities for the redesign.
The new user interface focuses on a clear visual hierarchy, highlighting critical elements and de-emphasising secondary and tertiary information. Functionality and information are displayed more contextually, removing the need for multiple screens and models. Adding white space gave everything more room to breathe, giving the application a cleaner and more straightforward feel. Establishing a spacing and sizing system plus a type scale added consistency and sped up the rollout.
Navigation
A new left-side navigation allows administrators to drill down on any group cover type, removing the need to navigate multiple screens and models to get the necessary information. A shield icon is displayed next to the latest insurance policies, and a tick inside the shield denotes an active policy, giving administrators a clear overview at a glance.
Hierarchy of information
Hiding infrequently used information makes important details easier to find and makes using the application simpler for administrators. Detailed tertiary information is only one click away and is displayed in context via accordions.
Ledger history
Dollar values are right-aligned to make it easier to compare values at a glance. Debits and credits are separated into two colour-coded columns to avoid confusion, and secondary information is displayed in an accordion instead of modal.
