Redesigning the Experience for an AI-Powered Document Analysis System
Riskguru is an AI-powered platform designed for the insurance industry, originally designed for document comparison. Over time, we expanded its features to include coverage checks, compliance reviews, and more.
As the features grew, the existing experience couldn’t handle emerging use cases and scale across diverse industry verticals. In 2024 we set out to redesign the product to make it a simple, delightful, modern system that works equally well for everyone.
Research, analysis, product design, design systems, user-testing.
1 Researcher, 2 Designers, 1 BA, Stakeholders
Feb 2024 - Aug 2024
Through our redesign, Riskguru achieved a 70% reduction in document processing time , empowering insurance agents, brokers, and companies to meet their goals more efficiently. Increase the task success rate for new users from 50% to 85% by the end of Q1 2025
Riskguru was originally designed for AI-powered document comparison with a focus on insurance-specific information. However, as the platform scaled to support more complex workflows, the user experience began to degrade. How can we empower users to interact with Riskguru in ways that suit their needs while ensuring the system remains easily accessible, modern and uncomplicated to use.
The system’s complex controls and unclear jargon have turned the user experience into a cluttered, confusing mess.
Starting out is confusing and hard, leaving new users frustrated.
The system asks excessive questions to produce results, diluting the AI’s effectiveness. How much is too much!!
The system is cluttered with unnecessary features that overlap in functionality.
The outdated UI suffers from critical usability issues.
Information is siloed, leading to a lack of meaningful insights.
First time onboarding questions, with no context, guidance or quick setup. The home interface feels old and outdated, impacting usability and user experience.
Forms which are a kitchen sink or controls with no logical grouping. Users often have trouble understanding and finding the right controls to get tasks done in analysis report.
The system has strong capabilities and unique USPs, but the experience is a tangled maze—packed with endless questions and spider-web forms ultimately driving down user retention.
Riskguru is utilized by a diverse range of personas across various roles in the insurance industry. Our user base includes brokers, agents, administrators, insurance companies. In addition to our direct customers, even our customers' customers (end-users) fall under our user pool.
Easily compare policies, ensure compliance, and identify coverage gaps to provide accurate advice to clients.
Efficiently manage and store documents, keeping all records up-to-date and accessible.
Perform comprehensive coverage checks and improve policy compliance, reducing errors.
Verify that coverage aligns with specific needs, ensuring proper protection.
We kicked off the process with a comprehensive experience review of the current experience with the product triad.
Several workflows and experiences in the existing product scored very low as per our benchmarking.
We took a strategic decision to intentionally position Riskguru for insurance professionals to amplify growth.
Very high drop-off rates (specially at setup) indicated poor onboardingand overwhelming product complexity that we needed to address.
We planned for an end-to-end visual and usability refresh to address dated UI paradigms and make Riskguru modern and delightful.
The experience review also helped us define our focus areas for the redesign.
Riskguru should seamlessly adapt to variable levels of information density across industry verticals.
Clean out the clutter, and help users easily complete their tasks.
Focusing on user jobs and workflows rather than silos of information.
A comprehensive list of user jobs across personas were framed and stack ranked. This exercise laid the foundation for our MVP.
User jobs from the Jobs-To-Done exercises helped us see patterns and map out the user journey into seven broad buckets. For the MVP we ideated concepts under each of these buckets.
Getting our team involved in design workshops was a turning point for AIdrive. Our engineers and program managers brought deep insights into the platform’s history and backend, which helped us plan the MVP with a broad range of perspectives. This approach ensured we were building something that truly meets the complex needs of the insurance industry.
Each highlight captures a key element of the new AIdrive experience. It specifies the design objective, identifies the user problem or scenario, and offers a solution that enhances the overall user journey.
The new home screen
Since Riskguru is the first of its kind with impactful features, users often find it difficult to know where to start. The complexity can overwhelm them right at the beginning.
Riskguru updated flow simplifies user onboarding by eliminating unnecessary steps and questions. With AI-guided prompts, auto-suggestions, and a streamlined walkthrough, users can quickly get started without feeling overwhelmed. This enhances user adoption and reduces onboarding friction.
The previous system required an overwhelming number of inputs, causing delays and frustration for users who needed to process documents quickly and efficiently.
Riskguru now automates data extraction from documents, reducing manual entry and speeding up workflows. This efficient approach cuts redundant inputs, allowing users to complete tasks faster and more accurately.
Riskguru now provides a consistent 360° view for its key reports—Comparison, Summary, and Coverage Check. Each report delivers vital insights: from document comparisons to compliance gaps and overall coverage accuracy. With real-time access and an intuitive layout, users can effortlessly analyze these reports, making informed decisions faster.
Users may have questions about their uploaded documents or need assistance during tasks.
Riskguru offers AI-powered prompts that interact like a real assistant, addressing your queries and helping you complete tasks efficiently.
Online document storage is common, but what if users need quick insights from a stored document?
Riskguru’s document storage is not just for holding files; it's equipped with AI functionality. Every document uploaded is analysed by AI, giving users valuable insights and summaries at a glance.
Think of it as a smart assistant that doesn’t just store your documents but also helps you understand them at a glance—turning storage into a powerful resource.
With AI-driven insights, users now make faster, more informed decisions, boosting customer satisfaction, and driving operational efficiency across thousands of organizations.