UI / UX Design
BrioMobile: Insurance Management, Anywhere
Designing a mobile-first broker tool to enable real-time client management on the go.
Year
2020
Industry
Insurance/Fintech
Client
Portima
Role
Product Designer
0%
0%
increased field productivity - brokers able to manage and update files directly on the go
0%
0%
reduction in task friction - simplified mobile flows for updates and actions
0x
0x
faster access to client data - key information surfaced for in-meeting use
0%
0%
increased field productivity - brokers able to manage and update files directly on the go
0%
0%
reduction in task friction - simplified mobile flows for updates and actions
0x
0x
faster access to client data - key information surfaced for in-meeting use
0%
0%
increased field productivity - brokers able to manage and update files directly on the go
0%
0%
reduction in task friction - simplified mobile flows for updates and actions
0x
0x
faster access to client data - key information surfaced for in-meeting use
Problem
Portima provides digital tools for insurance brokers in Belgium, with Brio as their core client management platform. While powerful, Brio was primarily designed for desktop use.
Therefore, BrioMobile was created to extend this experience into a lightweight mobile tool, enabling brokers to stay productive while traveling or meeting clients.
The mais issues were the following:
Desktop-first experience not adapted to mobile usage
Key actions (editing files, updates) not optimized for mobile
Missed opportunity to support brokers in real-world, on-the-go scenarios
The existing setup limited brokers precisely when responsiveness mattered most.
Solution
I led the redesign of the mobile experience:
Defined mobile-first user flows
Designed core interfaces and interaction patterns
Worked closely with product and engineering teams
Therefore I reprioritized information architecture for mobile contexts, surfacing only what matters in real time
Designed streamlined flows for quick actions like updating client files or accessing key documents
Introduced clear, touch-friendly interaction patterns adapted to field usage
Focused on speed and clarity to support decision-making during client interactions
The product shifted from a “companion app” to a practical working tool.
Challenges
The main challenges were:
Condensing complex insurance data into a usable mobile format
Balancing speed of access with completeness of information
Designing for real-world usage conditions (limited time, distractions, connectivity)
Each decision prioritized efficiency over feature parity with desktop.
Summary
All in all, we managed to:
Give faster access to critical information during client meetings
Reduce friction in performing updates and actions on mobile
Create stronger continuity between desktop and mobile workflows
Improve broker responsiveness and perceived professionalism
This work stands out by focusing on context of use. Instead of shrinking the desktop product, the mobile experience was designed for how brokers actually work in the field.
UI / UX Design
BrioMobile: Insurance Management, Anywhere
Designing a mobile-first broker tool to enable real-time client management on the go.
Year
2020
Industry
Insurance/Fintech
Client
Portima
Role
Product Designer
0%
0%
increased field productivity - brokers able to manage and update files directly on the go
0%
0%
reduction in task friction - simplified mobile flows for updates and actions
0x
0x
faster access to client data - key information surfaced for in-meeting use
0%
0%
increased field productivity - brokers able to manage and update files directly on the go
0%
0%
reduction in task friction - simplified mobile flows for updates and actions
0x
0x
faster access to client data - key information surfaced for in-meeting use
0%
0%
increased field productivity - brokers able to manage and update files directly on the go
0%
0%
reduction in task friction - simplified mobile flows for updates and actions
0x
0x
faster access to client data - key information surfaced for in-meeting use
Problem
Portima provides digital tools for insurance brokers in Belgium, with Brio as their core client management platform. While powerful, Brio was primarily designed for desktop use.
Therefore, BrioMobile was created to extend this experience into a lightweight mobile tool, enabling brokers to stay productive while traveling or meeting clients.
The mais issues were the following:
Desktop-first experience not adapted to mobile usage
Key actions (editing files, updates) not optimized for mobile
Missed opportunity to support brokers in real-world, on-the-go scenarios
The existing setup limited brokers precisely when responsiveness mattered most.
Solution
I led the redesign of the mobile experience:
Defined mobile-first user flows
Designed core interfaces and interaction patterns
Worked closely with product and engineering teams
Therefore I reprioritized information architecture for mobile contexts, surfacing only what matters in real time
Designed streamlined flows for quick actions like updating client files or accessing key documents
Introduced clear, touch-friendly interaction patterns adapted to field usage
Focused on speed and clarity to support decision-making during client interactions
The product shifted from a “companion app” to a practical working tool.
Challenges
The main challenges were:
Condensing complex insurance data into a usable mobile format
Balancing speed of access with completeness of information
Designing for real-world usage conditions (limited time, distractions, connectivity)
Each decision prioritized efficiency over feature parity with desktop.
Summary
All in all, we managed to:
Give faster access to critical information during client meetings
Reduce friction in performing updates and actions on mobile
Create stronger continuity between desktop and mobile workflows
Improve broker responsiveness and perceived professionalism
This work stands out by focusing on context of use. Instead of shrinking the desktop product, the mobile experience was designed for how brokers actually work in the field.
UI / UX Design
BrioMobile: Insurance Management, Anywhere
Designing a mobile-first broker tool to enable real-time client management on the go.
Year
2020
Industry
Insurance/Fintech
Client
Portima
Role
Product Designer
0%
0%
increased field productivity - brokers able to manage and update files directly on the go
0%
0%
reduction in task friction - simplified mobile flows for updates and actions
0x
0x
faster access to client data - key information surfaced for in-meeting use
0%
0%
increased field productivity - brokers able to manage and update files directly on the go
0%
0%
reduction in task friction - simplified mobile flows for updates and actions
0x
0x
faster access to client data - key information surfaced for in-meeting use
0%
0%
increased field productivity - brokers able to manage and update files directly on the go
0%
0%
reduction in task friction - simplified mobile flows for updates and actions
0x
0x
faster access to client data - key information surfaced for in-meeting use
Problem
Portima provides digital tools for insurance brokers in Belgium, with Brio as their core client management platform. While powerful, Brio was primarily designed for desktop use.
Therefore, BrioMobile was created to extend this experience into a lightweight mobile tool, enabling brokers to stay productive while traveling or meeting clients.
The mais issues were the following:
Desktop-first experience not adapted to mobile usage
Key actions (editing files, updates) not optimized for mobile
Missed opportunity to support brokers in real-world, on-the-go scenarios
The existing setup limited brokers precisely when responsiveness mattered most.
Solution
I led the redesign of the mobile experience:
Defined mobile-first user flows
Designed core interfaces and interaction patterns
Worked closely with product and engineering teams
Therefore I reprioritized information architecture for mobile contexts, surfacing only what matters in real time
Designed streamlined flows for quick actions like updating client files or accessing key documents
Introduced clear, touch-friendly interaction patterns adapted to field usage
Focused on speed and clarity to support decision-making during client interactions
The product shifted from a “companion app” to a practical working tool.
Challenges
The main challenges were:
Condensing complex insurance data into a usable mobile format
Balancing speed of access with completeness of information
Designing for real-world usage conditions (limited time, distractions, connectivity)
Each decision prioritized efficiency over feature parity with desktop.
Summary
All in all, we managed to:
Give faster access to critical information during client meetings
Reduce friction in performing updates and actions on mobile
Create stronger continuity between desktop and mobile workflows
Improve broker responsiveness and perceived professionalism
This work stands out by focusing on context of use. Instead of shrinking the desktop product, the mobile experience was designed for how brokers actually work in the field.