TATA NOVA /
Insurance Agent Facing App
Super Application
Project Scope:
Zero to Launch
Team Size:
1 PM, 4 Dev, 1 Designer
Duration:
6 Months
Platform:
iOS and Android
Insurance Agent Facing App
Super Application
My Role:
Lead Designer
Team Size:
1 PM, 4 Dev, 1 Designer
Duration:
6 Months
Platform:
iOS and Android
Outcome
Here is how the final solution moved the needle for the business
Retention
Adoption
Ratings
Time reduc.

Leader
Board
Taking a cue from the energy of the IPL, the leaderboard brings a sense of competition and excitement to performance tracking
Retention
Time Reduction
Store Ratings
Adoption
Outcome
Here is how the final solution moved the needle for the business
© Summary सारांश
User Metrics
© Summary सारांश
User Metrics
Monthly
Yearly
-15%
Starter
A free plan to get you started — perfect for testing, demos, or side projects.
Free Forever
Free Forever
What's included:
Basic optimization tools
Limited site scans per month
Email support included
Pro
POPUULAR
Ideal for professionals and small teams looking for performance at scale.
$1000
$1000
/mo
What's included:
Full performance suite unlocked
Unlimited site scans
Code & asset cleanup
Smart recommendations engine
Priority support & updates
Enterprise
Custom solutions built for large teams with unique technical requirements.
Custom Pricing
Custom Pricing
What's included:
All Pro features included
Dedicated account manager
Onboarding & training sessions
Custom SLAs and reports
API & enterprise-level access

Nova - the TATA Experience
Nova is a comprehensive superapp designed to train and support TATA AIG agents. It acts as a personal mentor, helping agents resolve doubts instantly. It tracks performance and incentives in real time with the help of infographics, awarding points for every policy sold to keep agents motivated, As these points accumulate, agents can qualify for rewards like fully sponsored foreign trips to destinations around the world.
In addition to fully sponsored foreign trips, high performing agents can now win IPL experiences. Depending on the points earned, producers can qualify for exclusive stadium box tickets or standard base tickets. They can also win TATA AIG branded cricket merchandise like jerseys, signed bats and balls.
Introduction
© Summary सारांश
User Metrics
The Challenge
No Progress Visibility
The absence of a progress indicator prevents users from estimating the remaining time or effort, leading to higher bounce rates.
Communication Gap
The legacy system relied exclusively on email as the single touchpoint for training, updates and progress tracking. These emails were were ignored.
Overloaded Escalation Paths
A lack of intuitive, self serve support forced agents to escalate simple, FAQ level queries directly to leadership. This constant influx of phone calls affected Regional Managers' day to day tasks.
A brief overview of what insurance agents do and why they are important
Insurance agents are the vital link between an insurance provider and its customers, serving as the human face of the brand in a complex market. Because they act as the primary drivers of market expansion and customer retention, companies must prioritize comprehensive training and digital enablement for their agents. By equipping them with the right knowledge and streamlined support tools, organizations empower these representatives to evolve from basic sales channels into trusted financial advisors, ultimately securing the company's long-term growth and credibility. In India 80% of the policies are still sold through an agent.
What was the real world impact?
The systemic bottlenecks we identified were directly contributing to a high attrition rate among our active agents. Our agent network consisted of three main segments: low-yield, medium-yield, and high-yield. With the high-yield group already succeeding autonomously, our primary design challenge was figuring out how to empower the low and medium-yield agents to confidently do more business. The sheer volume of agents in these two tiers meant that even a slight increase in their productivity would result in massive financial gains. However, this required giving them immediate access to better training and daily operational support. The business impact of getting this right was critical, the stakes were high, and the timeline to implement a solution was incredibly tight.
© Summary सारांश
User Metrics
User Research

Knowledge
Center
Taking a cue from the energy of the IPL, the leaderboard brings a sense of competition and excitement to performance tracking
To understand our users, I conducted 12+ in-depth interviews alongside our PM, which revealed clear behavioral patterns that I grouped into three distinct personas. A major finding was that most agents were completely unaware of the regularly scheduled training sessions communication was primarily happening over email, which was routinely getting filtered into spam. Additionally, a portion of agents were treating this as a side hustle, showing lower engagement and commitment to the platform. These insights became critical in shaping our design decisions going forward. a canvas with a problem to solve.
To understand our users, I conducted 12+ in-depth interviews alongside our PM, which revealed clear behavioral patterns that I grouped into three distinct personas. A major finding was that most agents were completely unaware of the regularly scheduled training sessions communication was primarily happening over email, which was routinely getting filtered into spam. Additionally, a portion of agents were treating this as a side hustle, showing lower engagement and commitment to the platform. These insights became critical in shaping our design decisions going forward. a canvas with a problem to solve.
Nova - the TATA Experience
Nova is a comprehensive superapp designed to train and support TATA AIG agents. It acts as a personal mentor, helping agents resolve doubts instantly. It tracks performance and incentives in real time with the help of infographics, awarding points for every policy sold to keep agents motivated, As these points accumulate, agents can qualify for rewards like fully sponsored foreign trips to destinations around the world.
In addition to fully sponsored foreign trips, high performing agents can now win IPL experiences. Depending on the points earned, producers can qualify for exclusive stadium box tickets or standard base tickets. They can also win TATA AIG branded cricket merchandise like jerseys, signed bats and balls.
More Works©
TATA NOVA /
Insurance Agent Facing App
Super Application
Project Scope:
Zero to Launch
Team Size:
1 PM, 4 Dev, 1 Designer
Duration:
6 Months
Platform:
iOS and Android

Leader
Board
Taking a cue from the energy of the IPL, the leaderboard brings a sense of competition and excitement to performance tracking
© Summary सारांश
(WDX® — 01)
User Metrics
Outcome
Here is how the final solution moved the needle for the business
Retention
Adoption
Store Ratings
Time Reduction
© Introduction परिचय
(WDX® — 02)
The tata experience
Introduction
Nova - the TATA Experience
Nova is a comprehensive superapp designed to train and support TATA AIG agents. It acts as a personal mentor, helping agents resolve doubts instantly. It tracks performance and incentives in real time with the help of infographics, awarding points for every policy sold to keep agents motivated, As these points accumulate, agents can qualify for rewards like fully sponsored foreign trips to destinations around the world.
In addition to fully sponsored foreign trips, high performing agents can now win IPL experiences. Depending on the points earned, producers can qualify for exclusive stadium box tickets or standard base tickets. They can also win TATA AIG branded cricket merchandise like jerseys, signed bats and balls.

© Challenge चुनौती
(WDX® — 03)
to overcome
The Challenge
No Progress Visibility
The absence of a progress indicator prevents users from estimating the remaining time or effort, leading to higher bounce rates.
Communication Gap
The legacy system relied exclusively on email as the single touchpoint for training, updates and progress tracking. These emails were were ignored.
Overloaded Escalation Paths
A lack of intuitive, self serve support forced agents to escalate simple, FAQ level queries directly to leadership. This constant influx of phone calls affected Regional Managers' day to day tasks.
A brief overview of what insurance agents do and why they are important
Insurance agents are the vital link between an insurance provider and its customers, serving as the human face of the brand in a complex market. Because they act as the primary drivers of market expansion and customer retention, companies must prioritize comprehensive training and digital enablement for their agents. By equipping them with the right knowledge and streamlined support tools, organizations empower these representatives to evolve from basic sales channels into trusted financial advisors, ultimately securing the company's long-term growth and credibility. In India 80% of the policies are still sold through an agent.
What was the real world impact?
The systemic bottlenecks we identified were directly contributing to a high attrition rate among our active agents. Our agent network consisted of three main segments: low-yield, medium-yield, and high-yield. With the high-yield group already succeeding autonomously, our primary design challenge was figuring out how to empower the low and medium-yield agents to confidently do more business. The sheer volume of agents in these two tiers meant that even a slight increase in their productivity would result in massive financial gains. However, this required giving them immediate access to better training and daily operational support. The business impact of getting this right was critical, the stakes were high, and the timeline to implement a solution was incredibly tight.
© User Research अनुसंधान
(WDX® — 04)
Custom Quotes
User Research
To understand our users, I conducted 12+ in-depth interviews alongside our PM, which revealed clear behavioral patterns that I grouped into three distinct personas. A major finding was that most agents were completely unaware of the regularly scheduled training sessions communication was primarily happening over email, which was routinely getting filtered into spam. Additionally, a portion of agents were treating this as a side hustle, showing lower engagement and commitment to the platform. These insights became critical in shaping our design decisions going forward. a canvas with a problem to solve.

Knowledge
Center
Everything you need to know about our products, at your fingertips. Stay informed and recommend with confidence
Unlike a salaried position, the commission structure means an agent's income is directly tied to their effort. This provides a clear, scalable path to financial independence. For many agents, corporate trophies and all-expenses-paid international travel offer a level of lifestyle and social prestige they might not achieve otherwise, elevating their status within their communities
This is where digital enablement tools become critical. Platforms specifically designed for agent training, onboarding, and support reduce the friction of daily work. When agents have transparent tracking of their commission tiers and immediate access to support systems, cognitive load drops. They spend less time on administrative hurdles and more time building client relationships.
User Personas
Summary
After interviewing 12+ insurance agents, three distinct personas emerged. Shreya is a socially savvy, full-time agent who blends networking with lead generation, using WhatsApp Business, Canva, and Instagram to build her brand and manage clients. Manoj is a steady, relationship-driven agent who keeps things simple phone calls, WhatsApp, and internal tools are all he needs to maintain his loyal client base. Shiva is a young, part-time agent treating insurance as a side hustle, casually pitching to peers through Instagram and WhatsApp, and engaging with the platform mainly for quick quotes and commission tracking.

Shreya seamlessly blends her personal and professional life by turning community networking into organic lead generation, while enjoying financial podcasts. She uses WhatsApp Business serving as her absolute lifeline for client communication and Truecaller helping her efficiently screen daily leads. To build social proof and project a reliable image, she designs personalised quotes and festival greetings using Canva and shares them across Facebook and Instagram. For her ongoing development and daily operations, she relies on YouTube for quick micro-training on sales techniques, uses UPI apps for seamless premium collections.
01
/ 03
Shreya

Age
35
Role
Agency Firm Owner
(High yield agent)
Ways of working
Manages a team of Agents/ Data entry operators
Has years of experience
Knowledgable
Uses portals like Agent AUX
Choice of device: Laptop
Uses Whatsapp to send documents/ links to clients
Deals with other insurance companies as well


As a solo, medium-yield agent, Manoj builds his business on steady, long-term relationships, spending his free time taking morning community walks and reading regional news. His digital routine is functional and straightforward, relying heavily on standard phone calls and WhatsApp to personally manage his loyal client base without the complexities of team coordination. He uses apps like Dailyhunt or Moneycontrol to stay updated on financial trends so he can confidently answer client questions. For daily operations, he occasionally turns to YouTube for product explanations, but relies primarily on internal company enablement tools for his own ongoing training, tracking his commission tiers, and independently resolving operational disputes.
02
/ 03
Manoj

Age
45
Role
Self employed
(Medium yield agent)
Ways of working
Works alone
Has few years of experience
Knowledgable
Uses portals like Agent AUX
Choice of device: Android phone
Uses Whatsapp to send documents/ links to clients
Deals with other insurance companies as well


As a young student running a side hustle, Shiva pitches policies casually to his peer network between gaming sessions. Highly mobile-first, he relies on Instagram and Snapchat for leads, WhatsApp for quick follow-ups, and UPI apps to manage his gig income. Short on time, he consumes YouTube Shorts for financial tips and logs into company enablement apps purely for fast digital quotes, checking immediate commissions, and tracking short-term gamified rewards.
03
/ 03
Shiva

Age
29
Role
Self employed
Ways of working
Manages a team of Agents/ Data entry operators
Has years of experience
Knowledgable
Uses portals like Agent AUX
Choice of device: Laptop
Uses Whatsapp to send documents/ links to clients
Deals with other insurance companies as well

© Ideation विचार
(WDX® — 05)
Thinking
Ideation In Motion
Before jumping into solutions, I stepped back to look at the bigger picture. At its core, agents needed a way to track their progress and this is a problem the best apps in the world have already solved beautifully. Swiggy tells you exactly when your food is coming. Uber shows you how close your ride is. The underlying mechanic is the same: gamification. Leaderboards, levels, milestones these aren't just engagement tricks, they're powerful motivators that keep users coming back.
No Progress Visibility
We needed a way to show agents how far they'd come and what was ahead
Communication Gap
We needed to move beyond a single, broken channel
Overloaded Escalation Paths
We needed a way for agents to communicate their problems without bottlenecking leadership
© Onboarding ज्ञानप्राप्ति
(WDX® — 06)
All aboard
Onboarding
What was my approach?
For the onboarding flow, I took a mission-driven approach a variant of benefit-focused onboarding that goes beyond features and speaks directly to emotional outcomes and personal identity. The idea was simple: before an agent learns how the app works, they need to feel why their work matters. In India, a single hospitalisation can financially devastate an entire family. Insurance isn't just a product being sold it's a safety net being placed under someone's most vulnerable moment. Framing the agent's role around this reality transforms how they see themselves not as salespeople, but as protectors. This emotional framing was reinforced visually through an illustration of a typical Indian family, paired with the company's own tagline "With You Always" lending the moment both warmth and institutional weight. The result is an onboarding experience that instils a sense of pride from the very first screen, giving agents a sense of purpose that no commission structure alone could create.
In India, a single hospitalisation can financially devastate an entire family. Insurance isn't just a product being sold it's a safety net being placed under someone's most vulnerable moment. Framing the agent's role around this reality transforms how they see themselves not as salespeople, but as protectors.
© Solution समाधान
(WDX® — 07)
High level
Dashboard
Designing the dashboard meant solving for clarity at a glance. This design was based on a pre established component library, called Bolt Library, an another project done by me. The flow on the side captures how they move through the space, while the card breakdown unpacks how each component earns its place on the screen.

The numbers flanking the donut represent where an agent stands today versus the target they're working toward, giving performance a sense of direction at a glance.
Gross written premium is the total value of all policies sold before any deductions a core metric used to measure an agent's sales output.
All campaigns are visible to every agent, but some appear marked as not eligible . This status indicates that the agent hasn't yet met the required criteria such as completing certain trainings or reaching a performance threshold making the landscape transparent while still enforcing the right guardrails.
© Communication संचार
You can play pause videos from here
Webinar
Communication
Event Registration
Agents can browse and register for upcoming webinars and training events directly within the app keeping learning and performance in one place. To ensure no event slips through the cracks, agents can also request a notification reminder, so they're always in the loop on when a session is about to begin.
Familiar by Design
The design takes familiar cues from tools agents already use daily calendar and scheduling apps making the experience immediately intuitive without a learning curve.
A Path to Eligibility
Completing these sessions isn't just about up-skilling it directly impacts campaign access. Training events serve as one of the key eligibility criteria, turning every registered session into a step closer to unlocking new campaigns.
© Helpdesk सहायता केंद्र
(WDX® — 09)
Happy to help
Issue with
Renewal
R
e
n
e
w
a
l
Helpdesk is here to help you! Guided query selection. To keep conversations focused and resolution times low, agents begin by selecting a category that best describes their concern with a broad set of options covered, plus an Others bucket for anything that falls outside the predefined range. This upfront structure ensures queries are routed and handled efficiently from the start.
Instant Answers, when it can once a category is selected, the chatbot steps in drawing from a curated knowledge base to address frequently asked questions on the spot. For the majority of common concerns, agents get what they need without any wait.
When a query goes beyond what the bot can resolve, it doesn't hit a dead end. A support ticket is automatically raised and handed off to a human agent, who picks it up and follows through making sure nothing goes unanswered.
Designed to feel human. Underneath the utility, the helpdesk was designed to feel less like a support tool and more like a natural back-and-forth. The conversational flow, guided choices, and clear feedback at every step work together to make asking for help feel effortless not transactional.
Agents don't have to wonder what's happening with their raised tickets. Each ticket carries a clear status Ongoing for queries currently being worked on, and Completed for those that have been resolved giving agents full visibility into where things stand, without needing to follow up manually.
IPL 2026
Champion's Trophy
IPL 2026
IPL 2026
Champion's Trophy
IPL 2026
IPL 2026
Champion's Trophy
IPL 2026
IPL 2026
Champion's Trophy
© Champions चैम्पियन
(WDX® — 09)
We all are
TATA IPL
Trophy 2026
C
h
a
m
p
i
o
n
'
s
2026 marked Tata AIG's first-ever association with the TATA IPL, coming on board as a Premier Partner and the product experience was designed to reflect that energy. The IPL theme wasn't just a visual choice; it was rooted in a real partnership, bringing the spirit of competition, performance, and winning naturally into the agent's everyday workflow.


Champions aren't built
in the off-season
Neither are
leaderboards
PEAK PERFORMANCE


Same Screen, 2nd one is scrolled down version



Same Screen, 2nd one is scrolled down version


Where the Action Begins The home screen sets the tone right from the start. A dedicated IPL banner takes centre stage bold, energetic, and impossible to miss. It introduces agents to an exclusive IPL-themed campaign where they can earn Power-play points on top of their regular performance.
More than just a visual moment, the banner acts as the gateway into the full IPL experience one tap and agents are in the game.
Stepping Into the Arena. The moment agents tap the banner, the experience shifts gear entirely. A high-energy visual of players in full flight sets the mood this isn't business as usual. Every component on the screen is dressed for the occasion, with bold gradients, special IPL colours, and cricket-inspired elements scattered across the background, making it feel less like an app screen and more like walking into a stadium.
The screen is organised into three tabs Leaderboard, Rewards and T&C keeping everything an agent needs in one charged-up space.
Just below the leaderboard sits a familiar but freshly dressed infographic the donut chart, now rendered in the special IPL palette. Flanked by the agent's current progress on one side and their goal on the other, it gives a quick, clear read of where they stand in the campaign without breaking stride.
Further down, a graph comparison puts performance in perspective stacking this year's numbers against last year's, giving agents a tangible sense of growth and an extra nudge to push further. In the spirit of the IPL, it's not just about where you are it's about how much you've levelled up.
This is how a regular campaign looks like
A Catalogue worth playing for. The Rewards tab lays out exactly what's at stake a curated catalogue of prizes agents can unlock as they climb the leaderboard. Each reward is showcased with a dedicated thumbnail, bringing the catalogue to life visually and making the stakes feel real and tangible.
Designed with a little help. The reward thumbnails were generated using Google Gemini's AI image generation bringing a consistent, high-energy IPL aesthetic across the catalogue without the overhead of a full production shoot. Fast, scalable, and right on theme.
Know the rules of the game. No campaign is complete without clarity. The T&C tab lays out the rules and terms governing the IPL campaign from how Powerplay points are earned to what it takes to claim a reward. Keeping it within the same experience means agents never have to go looking elsewhere for answers, everything is right where the action is.
The IPL experience didn't stop at the app it extended all the way to the home screen. A special edition app icon, created using Google Gemini, was deployed for the duration of the TATA IPL 2026 season. A small but deliberate touch that signals to agents the moment they pick up their phone something exciting is live. Limited in time, but big in intent.
To explore the full potential of the IPL campaign, a high-fidelity mockup was rapidly prototyped using Lovable.ai bringing a more ambitious vision of the experience to life, complete with a redemption flow that would have allowed agents to directly claim their rewards in-app.
However, the redemption feature was descoped in the early stages by the business team a reminder that product decisions are rarely made in a vacuum. The mockup nonetheless served its purpose, stress-testing ideas and sparking conversations that shaped the final experience.
Motion, without the usual overhead. Taking inspiration from the playful, high-energy app icons of Blinkit and Swiggy, an animated GIF version of the icon was also explored bringing a sense of life and excitement to the home screen that a static icon simply can't match.
What makes it worth calling out is how it was made. No motion design tools, no frame-by-frame animation software just a single reference image, Google Gemini Pro, and a GIF conversion tool. A scrappy, resourceful process that punched well above its weight, and a small reminder that great ideas don't always need a full production pipeline behind them.
Thank You!
© Selected Works. प्रश्न
(WDX® — 02)
Digital Designer
More Works©

TATA Nova x IPL 2026
TATA Nova x IPL 2026
(01)

TATA Bolt
TATA Bolt
(02)
