All work
Case study 02 · Insurance · at CMARIX

Taking a Saudi insurer from paper files to one digital platform for customers, companies, agents and admins.

Role
Product Designer
Industry
Insurance
Country
Saudi Arabia
Platform
Web application
Wataniya Insurance dashboard: motor, marine, engineering, liability, property and finance lines with premium, installments, claims, transactions, products and customer charts
Project overview

Wataniya Insurance partnered with CMARIX to move its traditional insurance services onto a single digital platform, so buying a policy, filing a claim or checking its status no longer meant paperwork and waiting.

The goal was a faster insurance process, a better experience for customers, and easy access to every Wataniya product, from motor and marine to medical malpractice.

MotorMarineEngineeringLiabilityPropertyFinanceSME BusinessMedical MalpracticeHousehold Properties
The challenge

A paper-based insurer in a digital market.

Before the platform, operations ran on paper and manual data entry. Records were slow to find, errors crept in, customers couldn't serve themselves online, and keeping up with Saudi regulations or growing volumes was a constant struggle. Each screen below answers one of those problems.

Get-a-quote form with contact information, vehicle details and a three-step progress bar
Problem 01

Paper-based operations & manual entry

Before

Policies were managed on paper and keyed in by hand: slow, error-prone and hard to search.

Designed

A guided three-step online quote replaces forms and re-typing, with validation at every field.

Household properties dashboard with policy counts, total premium, customer charts and a task table
Problem 02

No real-time data

Before

Without a live system, up-to-date information was hard to reach, slowing decisions and service.

Designed

Live dashboards per business line show policies, premium and customers the moment they change.

Payment step with card, SADAD and mada options and a policy price breakdown
Problem 03

Customers couldn’t self-serve

Before

Customers had no way to view policies, make claims or resolve queries online.

Designed

Customers buy, pay and track their policy online, with a clear price breakdown before they confirm.

Select business screen with motor retail, SME, medical malpractice and household properties
Problem 04

Growth, scale & compliance

Before

Rising data volumes and changing Saudi regulations were hard to handle on paper.

Designed

One scalable hub lets staff switch between business lines, built so rules and terms can be updated easily.

Approach

From paper processes to digital workflows.

We started with the people and processes, mapped every paper flow into a digital one, and designed a system built for regulation, growth and everyday ease of use.

  1. 01

    In-depth consultations

    Detailed sessions with Wataniya to understand existing processes, pain points and requirements.

  2. 02

    Process mapping

    Every paper-based process documented, its dependencies understood, and redesigned as a digital workflow.

  3. 03

    Customised system design

    An insurance management system tailored to Wataniya’s needs, shaped by what the consultations revealed.

  4. 04

    Compliance-ready

    Designed around Saudi insurance regulations, and easy to update as rules change.

  5. 05

    Scalable by default

    Built to handle growing volumes of data and transactions as the business grows.

  6. 06

    User-friendly interface

    Intuitive screens so employees and customers can find their way without training manuals.

  7. 07

    Training & support

    Hands-on training for Wataniya’s staff after launch, with ongoing support.

Retail business dashboard with policies, total premium, customers and a task table
Retail business overview
Comprehensive motor insurance form with personal and vehicle details
Motor policy, comprehensive
Stakeholders

Five roles, one system.

Every user type gets its own interface and access controls, shaped around what they actually need to do. Pick a role to see it.

Self-service portal

End customers

View policy details and payment history, make claims, track claim status and get queries resolved, all online and securely.

The command centre

Every line of business, at a glance.

A dark, data-dense dashboard puts premium, installments, renewals, quotations, claims, transactions and customers side by side, with each insurance line one click away.

Full Wataniya Insurance dashboard in a browser window
System architecture

Built in layers, secure by design.

Data migration, integration with Wataniya's existing systems and security were planned from day one: encryption, access controls and regular audits protect sensitive insurance data.

FrontendWhere employees, agents and customers interact with the system: friendly and intuitive.
BackendThe business logic: processes requests, talks to the database and returns results.
DatabaseCustomer, policy and agent data, stored in one place.
Security layerEncryption and secure access controls protect against threats.
Integration layerConnects with Wataniya’s existing systems and third-party services.
Compliance moduleKeeps the system aligned with every relevant regulation.
Visual language

Trust blue, with a colour for every line.

Two primary blues carry the brand. Five secondary colours help people tell insurance lines and statuses apart at a glance.

Apertura

The brand typeface: open, geometric letterforms that stay readable in dense tables and dashboards.

ABCDEFGHIJKLMNOPQRSTUVWXYZ
abcdefghijklmnopqrstuvwxyz

Primary
Secondary
Tech stack
UI/UXAdobe Creative Cloud
Back-endASP.NET · MS-SQL
Front-endHTML · CSS · JavaScript · jQuery
HostingMicrosoft Azure

Designed at CMARIX. Read the CMARIX case study ↗

What was delivered

From brief to handoff.

Web application · at CMARIX. The main pieces of the final design:

  • Stakeholder and workflow mapping
  • The policy and claims command centre
  • System architecture for the platform
  • Visual language and UI for the web app

Building something similar? Tell me about it →