Project Overview
Description
VeriClaim AI is an AI-powered web app that helps insurance agents efficiently verify and manage claims. It bridges the gap between complex policy documents and claim validation with smart document analysis and conversational AI. Instead of manually reading through policies, agents can upload documents and receive real-time, AI-driven insights through an intuitive interface, streamlining the process and reducing errors.
Details
Time Frame:
3 Weeks
Role:
Wireframe
Visual Design
Prototyping
Problem Finding & Possible Solutions
Through user observation and workflow analysis, I identified that agents spend significant time manually reviewing complex documents. Since the client aimed to integrate AI, the solution focused on using AI to analyze claims and policies, provide reference-backed answers, and help agents make faster, more accurate decisions.
User Problems
■ Difficulty locating relevant information in lengthy documents
■ Uncertainty about policy coverage and exclusions
■ Slow turnaround in claim verification
■ Lack of visibility into claim status and disbursal progress
■ Manually comparing policy and claim details
■ No centralized access to recent verification activity
Solution
■ AI document analysis to highlight key details.
■ AI assistant answering questions with references.
■ Automated claim assessment for faster verification.
■ Real-time claim and disbursal status cards.
■ Linked view by Claim ID or Policy Number.
■ Recent Activity section with verification history.
Project Timeline
The development of VeriClaim AI’s innovative, modern, and intuitive interface was completed in 3 weeks.Here’s the timeline from start to finish.
Usability Testing
We conducted two rounds of usability testing – one on wireframes and another on the high-fidelity design to identify pain points and improve the user experience.
Digital Wireframes
To lay the foundation for the VeriClaim AI interface, I developed digital wireframes that outlined the structure, navigation, & essential user interactions. These wireframes served as a blueprint for key screens like the dashboard, document upload, policy chat, & claim verification process.
Typography
I used Poppins font to make the typograghy easy to read for all users.
It is the perfect font to be used in mobile app.
Color Palette
Adaptive UI: Light & Dark Mode
Designed for accessibility and user preference, VeriClaim AI offers both light and dark themes. This flexibility enhances readability, reduces eye strain, and ensures a comfortable experience across different environments.
Visual Design
Crafted with a focus on clarity, consistency, and user comfort, the visual design of VeriClaim AI blends modern UI elements with a functional layout to support seamless navigation and task completion.
Dashboard
The dashboard provides a centralized view for insurance claim agents to track, assess, and manage claim statuses efficiently.
Problems & Solutions
Tracking Delays → Real-time claim tracking overview
Unclear Progress → Visual trends and status flow
Workflow Gaps → Prioritized task activity table
Upload Documents
Guided upload flow with validation for submitting policy and claim documents for AI analysis.
Problems & Solutions:
Disorganized Uploads → Structured, labeled file intake
Manual Intake → Standardized digital document format
User Confusion → Clear steps and file guidance
Analysis Results
Displays extracted claim details and AI-based eligibility insights with supporting policy clauses.
Problems & Solutions
Manual Review → Automated clause analysis
Lack of Clarity → Cited policy-based suggestions
Slow Agent Action → Instant AI-driven guidance
Policy Chat
Allows users to search and query policies with AI-powered, context-aware assistance.
Problems & Solutions:
Interpretation Gaps → AI answers with policy references
Manual Lookup → Instant clause identification
Efficiency Blocks → Faster eligibility clarification
Claim Details
Agents can search claims, view summaries, contact applicants, and review AI-generated insights in one place.
Problems & Solutions
Follow-up Delays → Centralized contact & docs
Decision Uncertainty → AI confidence & risk scoring
Compliance Gaps → Audit log with action history
Documents Library
The Document Library centralizes all uploaded files with statuses, actions, and flexible filters for easy management.
Problems & Solutions:
Management Overhead → Centralized file access
Status Confusion → Clear visual tags
Re-upload Friction → Easy document updates
To solve the key challenges in the insurance claim journey – manual document review, unclear claim decisions, and inefficient agent workflows. I designed a streamlined, AI-integrated interface for VeriClaim AI. This solution enhances transparency, automates policy analysis, and accelerates decision-making, ultimately creating a more efficient and user-friendly claims experience.
Thank you for viewing my VeriClaim AI case study.