coffee house wireframes

X

NEW

UPDATE

✓ VD

✓ UI

VD

UI

?

✓

!

Wireframe in progress

Wireframe approved

Visual design in progress

Visual design approved

Item / page updaHenry

New item / page

Discontinued item / page

Item / page approved

Item / page needs discussion

Item / page needs immediate attention

STATUS BADGES LEGEND

TABLE OF CONTENTS

New User 4

Sign Up 9

Returning User 12

About Coffee House 15

First Time UX 18

Dashboard View 21

Get New Quote 27

Cancel Application 36

View Quotes Received - Single Policy 39

View Quotes Received - Package Policy 42

Renewals 47

Role Management 51NEW

UPDATE

UPDATE

✓ UI

✓ UI

UPDATE

✓ UI

✓ UI

✓ UI

✓ UI

✓ UI

✓ UI

Use Case: New User

New User1

Login 5

Googlehttp://coffeehouse.com/user/Login

I am a New User

Get New Quote !COFFEEH O U S E

Login / Sign Up

COFFEEHOUSE

I am a Returning User

What is Coffee House?

1. User lands on this page when he/she clicks on the Login / Sign Up button on the top right corner

2. Click on the I am a New User section to view the contents under it

3. Clicking on the Get New Quote button on top right without signing in will take user through the filling new quote process and will ask for login at the last step

4. The application is designed with 960px grid in mind so that it fits most screen sizes and can be scaled to a mobile / tablet version in the future when required

5. The “Coffee House” logo is just a placeholder and will be replaced by a new one during visual design

New User 6

Googlehttp://coffeehouse.com/user/New User


Login / Sign Up

COFFEEHOUSE

I am a New User

Enter your activation code here

Start BrewingI want to Sign up!



1. User lands on this page when he/she clicks on the I am a New User section

2. The existing sections contract and the New User section expands to show information under it

3. A new user needs to put in his activation code to set up the email and password

4. The Start Brewing button will remain disabled until the user puts in a valid activation code

" Remember me

Enter Activation Code 7

Googlehttp://coffeehouse.com/user/Enter Activation Code

I am a New User

234-CR-SD43

ContinueI want to Sign up!




Login / Sign Up

COFFEEHOUSE

"Activation Code:

1. The Start Brewing button will becomes enabled when user puts in a valid activation code

2. Clicking on the I want to Sign Up! button allows user to view how to sign up to Coffee House

# Remember me

Enter Credentials 8

Googlehttp://coffeehouse.com/user/Enter Credentials

Just enter the following details and we’ll set your account up in no time!


Login / Sign Up

COFFEEHOUSE

Start Brewing

[email protected]

Password

Re-enter password


∠

Use Case: Sign Up

Sign Up2

Enter Activation Code 2 10

Googlehttp://coffeehouse.com/user/Enter Activation Code 2




Login / Sign Up

COFFEEHOUSE

1. The Start Brewing button will becomes enabled when user puts in a valid activation code

2. Clicking on the I want to Sign Up! button allows user to view how to sign up to Coffee House

I am a New User

Enter your activation code here

Start BrewingI want to Sign up!

" Remember me

I want to Sign up 11

Googlehttp://coffeehouse.com/user/I want to Sign up

Just enter the following details and we’ll call you back within 24 hours


Login / Sign Up

COFFEEHOUSE

Done

Name

Agency Name

Phone Number


Or, simply call us at

432-567-9810"

1. Clicking on the I want to Sign Up! button flips the Sign Up pane to reveal this

2. Clicking on the back icon on top left will flip it back to the New User section

3. Clicking the What is Coffee House button will open the About Coffee House page∠

Zip

Use Case: Returning User

Returning User3

Login 2 13

Googlehttp://coffeehouse.com/user/Login 2


Login / Sign Up

COFFEEHOUSE

I am a New User



Returning User 14

Googlehttp://coffeehouse.com/user/Returning User


Login / Sign Up

pCOFFEEHOUSE


Start Brewing

I am a New User


1. User lands on this page when he/she clicks on the I am a Returning User section

2. The Start Brewing button will remain disabled until the user puts in a valid username and password

3. If the user forgets the password, a reset link is sent to the email address provided

xxxxxxxxxxPassword

" Remember me

[email protected] ID

Forgot Password

Use Case: About Coffee House

About Coffee House4

What is Coffee House 16

Googlehttp://coffeehouse.com/user/What is Coffee House


Login / Sign Up

COFFEEHOUSE

I am a New User



About Coffee House 17

Googlehttp://coffeehouse.com/user/About Coffee House


Login / Sign Up

○Demo Video

About Us

Completely impact multifunctional processes and wireless supply chains. Dynamically engage business meta-services for market-driven data. Collaboratively restore cross-platform users before client-centered manufactured products.

Assertively evolve long-term high-impact vortals through visionary solutions. Professionally harness standardized portals vis-a-vis resource maximizing deliverables. Continually coordinate stand-alone applications rather than virtual communities.

Dynamically optimize fully researched results before stand-alone human capital. Completely predominate seamless synergy via interoperable methodologies. Dramatically provide access to fully researched infrastructures.

About Coffee House

Sample Quote Comparison

#Quote Comparison Screenshot

1. User lands on this page when he/she clicks on the What is Coffee House section / button

2. The demo video plays by default

Use Case: First Time UX

First Time UX5

New User Activation Code 19

Googlehttp://coffeehouse.com/user/New User Activation Code

Just enter the following details and we’ll set your account up in no time!


Login / Sign Up

COFFEEHOUSE

Start Brewing

[email protected]

Password

Re-enter password


∠

Empty Dashboard 20

Googlehttp://coffeehouse.com/user/Empty Dashboard

HenryGet New QuoteDashboard !"1COFFEE

H O U S E

Get New Quote

Just click the button below to get a new quote and we’ll set up everything for you!

Use Case: Dashboard View

Dashboard View6

Dashboard 22

Googlehttp://coffeehouse.com/user/Dashboard

Policy Number: MI3JGU5WJPete Fisheries

$690.61

$723.54Policy Number: G6RDXO71FAK Food Company

$1493.84

∠

∠

Policy Number: 4P70N7OQCKim’s Nails

∠

$862.28

∠$1035.76

∠Policy Number: 4PFEIOXW3Hart Productions, LLC

Policy Number: 8TA7EKZ2ICarl’s Electronics

Policy Number: 1Q1L0DVKIAD Food Company

$1345.94

$1790.84

∠

∠

$1095.92

∠

Policy Number: ZCNWXE1UViRepair Inc

Policy Number: 7SILJOFXMFine Plumbers

∠

Quote Number: OZHDEAYC6Mike’s Gym

$950.26

General Liability ∠

Package

$778.02

Quote Number: GLCGTD83TERP Marketing LLC

Quote Number: 595RBLBPRTom’s Flower Senders Inc

$1340.99

—

General Liability

Worker’s Compensation

Quote Number: U61J21BHFAD Food Company

$1576.60

$1232.43

∠Quote Number: MJLW7EY2IJim Property, LLC

$1000.23

Quote Number: YIDS6I11WSam’s Deli

Quote Number: 9TGXA45G3Absolute Dry Cleaners

∠

∠

∠

∠

Package

Inland Marine

Business Owner’s Policy

Pending Quotes "

Renewals (15)

Henry

Henry StylesLast Login at: 23 Apr 2015 at 07:30 PM

Settings

Account Information#

Logout$

%

Get New QuoteDashboard &"

Today ∠

14( 6) 3*

1

Incomplete ApplicationsApplications DeniedNew Quotes

+

Status PremiumApplicant Details Insurance Types

COFFEEH O U S E

2 In Progress4 Received

2 Declined1 In Progress3 Received

3 Declined3 Received

4 In Progress2 Declined

ApplicationDeclined

PremiumInsured Details

Tomorrow ∠

30 April 2015 ∠

1. User lands on this page after he/she successfully logs in 2. By default, the quotes under “All Quotes” section will be

sorted by reverse chronological order (starting from the newest)

3. Clicking on any of the boxes above “All Quotes” will sort the list to view relevant data

4. User can Filter or search for a quote in the section5. The table is easily sortable. User can simply click on the

column headers to sort them by it6. Renewals are also sorted by reverse chronological order7. Clicking on the blue bar will collapse the items under it

"+



Filter Options 23

Googlehttp://coffeehouse.com/user/Filter Options

Pending Quotes !

Premium Range$500 $2000

Insurance Type

Application Date Range

From To ""

!


$690.61


$1493.84

∠

∠


∠

$862.28

∠$1035.76




$1345.94

$1790.84

∠

∠

$1095.92

∠



$

Renewals (15)

HenryGet New QuoteDashboard %$

Today ∠

14' 6( 3)

1


COFFEEH O U S E


Tomorrow ∠

30 April 2015 ∠

$!


∠


$950.26


Package

$778.02



$1340.99

—

General Liability



$1576.60

$1232.43


$1000.23



∠

∠

∠

∠

Package

Inland Marine

Business Owner’s Policy2 In Progress4 Received




ApplicationDeclined



Filters Applied 24

Googlehttp://coffeehouse.com/user/Filters Applied

Premium Range$500 $2000

General Liability

Application Date Range

From To !!

"

Premium From $700 to $2000 General Liability Insurance Clear All


$690.61


$1493.84

∠

∠


∠

$862.28

∠$1035.76




$1345.94

$1790.84

∠

∠

$1095.92

∠



Pending Quotes $

Renewals (15)

HenryGet New QuoteDashboard %$

Today ∠

14' 6( 3)

1


"


COFFEEH O U S E


$950.26


$778.02

$1340.99

General Liability

General Liability



∠

∠


6 Received



Tomorrow ∠

30 April 2015 ∠

$"

Notifications Dropdown 25

Googlehttp://coffeehouse.com/user/Notifications Dropdown

2 Quotes Received for Mike’s Gym - SDFSC38DMay 14 at 09:44PM

Application Declined for Jim Property, LLC - MSAD2342D09:30AM

3 Quotes Received for Tom’s Flower Senders Inc - CVCVJ9834Mon 10:44AM

View All

!1


$690.61


$1493.84

∠

∠


∠

$862.28

∠$1035.76




$1345.94

$1790.84

∠

∠

$1095.92

∠



Pending Quotes #

Renewals (15)

HenryGet New QuoteDashboard !#

Today ∠

14% 6& 3'

1


(

COFFEEH O U S E


Tomorrow ∠

30 April 2015 ∠

#(


∠


$950.26


Package

$778.02



$1340.99

—

General Liability



$1576.60

$1232.43


$1000.23



∠

∠

∠

∠

Package

Inland Marine





ApplicationDeclined



View All Notifications 26

Googlehttp://coffeehouse.com/user/View All Notifications






3 Quotes Received for Tom’s Flower Senders Inc - CVCVJ9834Mon 10:44AM


Application Declined for Jim Property, LLC - MSAD2342D09:30AM





Pending Quotes !

All Notifications

HenryGet New QuoteDashboard "!

14# 6$ 3%

1


&

COFFEEH O U S E


∠

∠


$950.26


Package

$778.02



$1340.99

—

General Liability



$1576.60

$1232.43


$1000.23



∠

∠

∠

∠

Package

Inland Marine





ApplicationDeclined



1. The Notifications section slides in from the right edge2. Clicking on the arrows on the header will side it back

Use Case: Get New Quote

Get New Quote7

Start New Quote 28

Googlehttp://coffeehouse.com/user/Start New Quote

COFFEEH O U S E

COFFEEHOUSE

HenryGet New Quote !"1

Start New Quote

Mary’s Good EatsName of Insured

1No. of Years in Business

4421 Main StreetAddress Line 1

ZipCAState

PleasantonCity Phone

Effective Date

CancelEnter Basic Information1

Type of Business Restaurant 16916Class Code

Check Market Availability

Insurance Type Business Personal Property Business Income Auto

1. User lands on this page after he/she taps on Get New Quote 2. All the questions are mandatory on this page. The Check

Market Availability button will be disabled until complete information is filled in

Market Availability 29

Googlehttp://coffeehouse.com/user/Market Availability

COFFEEH O U S E

COFFEEHOUSE


Market Availability CancelEnter Basic Information1

Select Carriers2

Edit

# #

The following carriers can quote for you. Select the ones you want to quote with:

Grind the Beans!

#

1. This process might take a bit of time so user can choose to go back to the dashboard and come back when he’s received quotes from all the supported carriers

2. The carriers overplayed with a gray shade symbolise that they will not provide quotes for the insurance seeker

3. On the left, application gives user the ability to edit the basic information by tapping on the Edit button

4. Once user gets the quotes, he/she can select the desired carriers and click on Grind the Beans to fill in the complete application

Back to Dashboard

Insured Details: Building Details 30

Googlehttp://coffeehouse.com/user/Insured Details: Building Details

COFFEEH O U S E

COFFEEHOUSE


Insured DetailsBuilding Details


Select Carriers (3 selected)2

Edit

Edit

Do you own the building?

Construction Type Joisted Masonry

500 Square Footage

Yes No

1950Year built

Sprinklered? Yes No

Is UL300 in place? Yes No

0% of area sprinklered? %

Insured Details3Building Details

Alarm SystemsLast Updates

Business Information

1. The information being asked here changes on the basis of selections made under “Insurance Type” dropdown. For instance, if user is only looking for Auto Insurance, there might not be a need to fill in same set of information

2. At any time, user can discard the application by clicking the “Cancel” button

3. Alternatively, to fill in the application later, user can click on the “Back to Dashboard” button.

4. Each application will have sections as shown in the left side of the screen. They are dependant on the type of insurance being asked for

5. The panel on the right is scrollable and can contain more information if all the options cannot be shown in a single page

NextBack to Dashboard

Insured Details: Last Updates 31

Googlehttp://coffeehouse.com/user/Insured Details: Last Updates

COFFEEH O U S E

COFFEEHOUSE


Insured DetailsLast Updates



Edit

Edit

When was the building last updated?

Roofing —

2010Wiring

2014Plumbing




1. The left hand panel allows user to backtrack at any point of time. He/she can update information by clicking on either the Edit button or on the hyperlink of the sections under Insured Details


Insured Details: Alarm Systems 32

Googlehttp://coffeehouse.com/user/Insured Details: Alarm Systems

COFFEEH O U S E

COFFEEHOUSE


Insured DetailsAlarm Systems



Edit

Edit

Do you have any alarm systems installed? YES

Burglar Alarm Type

Fire Alarm Type

Local Central Station

Local Central Station




1. By default, the toggle will be ON2. On turning the toggle OFF, the fields below it would become

disabled


None

None

Insured Details: Business Information 33

Googlehttp://coffeehouse.com/user/Insured Details: Business Information

COFFEEH O U S E

COFFEEHOUSE


Insured DetailsBusiness Information



Edit

Edit

$350,000Business Personal Property

$100,000Business Income

$20,000Annual Liquor Receipts




Submit ApplicationBack to Dashboard

1. After filling in the application, user can tap on the “Submit Application” button. This will take them back to the Dashboard where this application will be added on the top of the “All Quotes” section

2. As soon as the quotes come in, user can click on it to view them

3. User can also add another address by clicking on the “Add Business Location” button to add new location and enter information

Add Business Location

Insured Details: New Location Added 34

Googlehttp://coffeehouse.com/user/Insured Details: New Location Added

COFFEEH O U S E

COFFEEHOUSE


Insured DetailsBuilding Details



Edit

Edit

Insured Details3

Building Details



Address 1

Building DetailsAddress 2

Do you own the building?

Construction Type Joisted Masonry

500 Square Footage

Yes No

1950Year built

Sprinklered? Yes No

Back to Dashboard


ZipCAState


Next

Remove

Remove

Application Submitted 35

Googlehttp://coffeehouse.com/user/Application Submitted


$690.61


$1493.84

∠

∠


∠

$862.28

∠$1035.76




$1345.94

$1790.84

∠

∠

$1095.92

∠




∠


∠


—

—

General Liability

Inland Marine

∠

General Liability

$1340.99

Quote Number: ASDADJ55CMary’s Good Eats



∠

$778.02


Quote Number: MJLW7EY2IJim Property, LLC

Package

∠

∠

Package

$1576.60


$1232.43

∠

$950.26

Pending Quotes "

Renewals (15)

HenryGet New QuoteDashboard #"

Today ∠

14% 6& 3'

1


(


COFFEEH O U S E





ApplicationDeclined


Tomorrow ∠

30 April 2015 ∠

"(


6 In Progress

Application successfully submitted!It might take upto 24 hours to receive quotes from the selected carriers.

Use Case: Cancel Application

Cancel Application8

Insured Details: Last Updates 2 37

Googlehttp://coffeehouse.com/user/Insured Details: Last Updates 2

COFFEEH O U S E

COFFEEHOUSE





Edit

Edit


Roofing —

2010Wiring

2014Plumbing





Insured Details: Last Updates 3 38

Googlehttp://coffeehouse.com/user/Insured Details: Last Updates 3

COFFEEH O U S E

COFFEEHOUSE





Edit

Edit


Roofing —

2010Wiring

2014Plumbing





The page at http://url says:

Cancelling will discard your progress and application will not be saved.

Cancel OKSave and go to Dashboard

Use Case: View Quotes Received - Single Policy

View Quotes Received forSingle Policy

9

Application Quotes V1 - Single Policy 40

Googlehttp://coffeehouse.com/user/Application Quotes V1 - Single Policy


!

HenryGet New Quote "!1

#∠

Bind?

Yes

No

SDFN8896D

Agency Bill

Yes

Writing Company

No

Direct Bill

Credits Available?

$1228.20

$1220.93

Agency Bill

Yes

Yes

Billing Options

12%$1238.12WJYOUG1ED

Binding Authority Enhancements

10%

17%

Premium

NoView

PKCNTBEBS

Commission

Yes View

View Yes

AuditableCarrier

DashboardCOFFEEH O U S E

View ApplicationBusiness Owner’s Policy

3 Applications Declined Show

Bind

Bind

Bind

Application Quotes V1 - Single Policy - View Declined Quotes 41

Googlehttp://coffeehouse.com/user/Application Quotes V1 - Single Policy - View Declined Quotes


!


#∠

Bind?

Yes

No

SDFN8896D

Agency Bill

Yes

Writing Company

No

Direct Bill

Credits Available?

$1228.20

$1220.93

Agency Bill

Yes

Yes

Billing Options



10%

17%

Premium

NoView

PKCNTBEBS

Commission

Yes View

View Yes

AuditableCarrier


View ApplicationBusiness Owner’s Policy

3 Applications Declined Hide

Coverage requested not available

Coverage requested not available

Application Declined

Bind

Bind

Bind

Use Case: View Quotes Received - Package Policy

View Quotes ReceivedPackage Policy

10

Application Quotes V1 - Package Policy 43

Googlehttp://coffeehouse.com/user/Application Quotes V1 - Package Policy


!


#∠

%

%

%

%

Agency Bill

ViewNo

Yes

PKCNTBEBS

Agency BillWJYOUG1ED

$1220.93

12%

Yes

No No

Yes

Premium

Yes

Credits Available?

$1238.12

Carrier

View

Binding Authority

10%

17%$1228.20

Direct BillYes

Billing Options

SDFN8896D

Writing CompanyCommission

ViewYes

Auditable Enhancements


Compare (0)Package Policy


View Application

Application Quotes V1 - Package Policy - Select Quotes 44

Googlehttp://coffeehouse.com/user/Application Quotes V1 - Package Policy - Select Quotes


!


#∠

%

&

%

&

Agency Bill

ViewNo

Yes

PKCNTBEBS

Agency BillWJYOUG1ED

$1220.93

12%

Yes

No No

Yes

Premium

Yes

Credits Available?

$1238.12

Carrier

View

Binding Authority

10%

17%$1228.20

Direct BillYes

Billing Options

SDFN8896D

Writing CompanyCommission

ViewYes

Auditable Enhancements


Compare (2)Package Policy


View Application

Application Quotes V2 - Package Policies - Overview 45

Googlehttp://coffeehouse.com/user/Application Quotes V2 - Package Policies - Overview

Overview General Liability Inland Marine

HenryGet New Quote !"1DashboardCOFFEE

H O U S E

Quote Number: MJLW7EY2IJim Property, LLC∠ View Application

Bind?

$423.87

SDFN8896D$435.67 $234.75

$453.32$456.23WJYOUG1ED

General Liability

$782.21

Business Personal Property Inland MarineCarrier

Bind

Bind

Business Personal Property

Application Quotes V2 - Package Policies - Separate Quotes 2 46

Googlehttp://coffeehouse.com/user/Application Quotes V2 - Package Policies - Separate Quotes 2

Business Personal Property General Liability Inland Marine


H O U S E

Quote Number: MJLW7EY2IJim Property, LLC∠ View Application

"Bind?

No

SDFN8896DYes

Writing Company

No

Direct Bill

Credits Available?

$1220.93

Agency Bill

Yes

Billing Options



10%

Premium

NoView

Commission

Yes View

AuditableCarrier

Bind

Bind

Overview

Use Case: Renewals

View Renewal Details11

Dashbaord 3 48

Googlehttp://coffeehouse.com/user/Dashbaord 3


$690.61


$1493.84

∠

∠


∠

$862.28

∠$1035.76




$1345.94

$1790.84

∠

∠

$1095.92

∠



Renewals (15)

HenryGet New QuoteDashboard "#

Today ∠

14% 6& 3'

1


COFFEEH O U S E


Tomorrow ∠

30 April 2015 ∠

#(

∠


$950.26


Package

$778.02



$1340.99

—

General Liability



$1576.60

$1232.43


$1000.23



∠

∠

∠

∠

Package

Inland Marine


Pending Quotes #(






ApplicationDeclined



Renewals 49

Googlehttp://coffeehouse.com/user/Renewals


H O U S E

Policy Number: 4PFEIOXW3Hart Productions, LLC∠ View Application Market this Account

PKCNTBEBS

WJYOUG1ED

SDFN8896D

Carrier Auditable

Yes

Enhancements

Business Personal Property

Direct Bill

Inland Marine $423.73

Yes

Premium

Yes

Agency Bill

Binding Authority

NoNo

$454.67

Writing Company

View

$324.32

General Liability

View

View

Insurance Type

Agency Bill

Billing Options

Yes

Existing Policies

Update this Account 1. Clicking on Update this Account will renew the policy for this year

2. Clicking on Market this Account will allow user to edit the application and resubmit it for getting new quotes (shown in the next screen)

Fill in Changes 50

Googlehttp://coffeehouse.com/user/Fill in Changes


H O U S E

Policy Number: 4PFEIOXW3Hart Productions, LLC∠ Save & Market

COFFEEHOUSE

Market AccountPlease check and edit the necessary information

Mary’s Good EatsName of Insured

1No. of Years in Business


ZipCAState


May 23, 2015Effective Date

CancelEdit Basic Information1

Type of Business Restaurant 16916Class Code

Check Market Availability

Insurance Type Business Personal Property Business Income Auto

$

Use Case: Role Management

Role Management12

Returning User 2 52

Googlehttp://coffeehouse.com/user/Returning User 2


Login / Sign Up

pCOFFEEHOUSE


Start Brewing

I am a New User


xxxxxxxxxxPassword

" Remember me

[email protected] ID

Team Members 53

Googlehttp://coffeehouse.com/user/Team Members

Team Members


H O U S ETeam Members

Jill AndrewsAccount ManagerLast Login: Yesterday at 09:30 AM

Add New Member

Amanda SmithAccount ManagerLast Login: Today at 02:30 PM

Mark MochreyAdministratorLast Login: 12 May 2015 at 12:30 PM

Adam RichardsonAdministratorLast Login: 15 May 2015 at 08:30 PM

Sam ScottAccount ManagerInvitation Not Accepted

# # # # #

Activity (per week)

23 Quotes Submitted

Activity (per week)

21 Quotes Submitted

Activity (per week) Activity (per week)

12 Quotes Submitted02 Quotes Submitted

Sort By: Select

Resend Invite

Select

Role: Administrator

Role: Account Manager

Quotes Submitted: Low - High

Name: Z - A

Name: A - Z

Quotes Submitted: High - Low

Add New Member 54

Googlehttp://coffeehouse.com/user/Add New Member

Team Members


H O U S ETeam Members

Jill AndrewsAccount ManagerLast Login: Yesterday at 09:30 AM

Add New Member

Amanda SmithAccount ManagerLast Login: Today at 02:30 PM

Mark MochreyAdministratorLast Login: 12 May 2015 at 12:30 PM

Adam RichardsonAdministratorLast Login: 15 May 2015 at 08:30 PM

Sam ScottAccount ManagerInvitation Not Accepted

# # # #

#

Activity (per week)

23 Quotes Submitted

Activity (per week)

21 Quotes Submitted

Activity (per week) Activity (per week)

12 Quotes Submitted02 Quotes Submitted

Sort By: Select

Add New MemberName

Email ID

Account Manager

Role

Send Invite

Cancel

Resend Invite

coffee house wireframes

Design