Streamlined data upload and mapping experience for insurance underwriters
Challenge
Insurance underwriters needed to import large CSV datasets into Verikai's platform, but the existing upload process was error-prone and confusing. Column headers rarely matched exactly, requiring manual intervention. Users abandoned uploads mid-process, and support tickets piled up around data import issues.
Approach
Designed an intelligent column mapping interface that automatically matches CSV columns to Verikai fields when possible, while clearly surfacing unmatched columns that need manual resolution. Added inline data previews so users can verify mappings before committing, and built clear feedback states for successful matches, ignored columns, and fields requiring attention.
Impact
The redesigned upload flow reduced data import errors by 60% and cut average upload time in half. Support tickets related to CSV imports dropped significantly, and user confidence in the platform increased—underwriters could now trust that their data was being mapped correctly without constant verification.
Product Design
UX
Data Tools
