Designing a Commission Management Platform for TATA AIG
CommissionR is an internal commission management platform designed for TATA AIG's sales organization. The platform helps sales managers create, manage, and approve commission rules across multiple insurance business segments. The goal of the project was to transform an Excel-driven process into a structured digital system that simplifies rule creation, improves approval workflows, and provides better visibility into commission updates.
My Role
UI/UX Designer • Conducted stakeholder discussions to understand operational workflows • Analyzed existing processes and identified usability challenges • Structured the product information architecture • Designed dashboards and approval workflows • Developed the visual language • Created high-fidelity UI screens for the web platform
The Problem
The existing commission management process relied heavily on spreadsheets and manual coordination across teams. As the number of insurance products and commission structures increased, the system became difficult to manage. Key challenges included: Excel-Driven Workflows Commission structures were maintained in Excel sheets, making it difficult to track updates, maintain accuracy, and manage approvals efficiently. Complex Rule Creation Managing multiple grid types across different lines of business required manual data entry and repetitive configuration. Limited Visibility and Tracking Users had limited visibility into rule updates and approval status. Without real-time notifications or centralized tracking, teams struggled to monitor progress and maintain trust in the process.
The Objective
The objective was to redesign the commission management workflow by creating a digital platform that simplifies rule configuration and improves operational visibility. The redesigned system aimed to: • Streamline commission rule creation and management • Improve approval workflows across teams • Provide better tracking and visibility into rule updates • Enable faster decision-making through structured dashboards • Align the interface with TATA AIG's product design standards
Research & Discovery
To better understand the operational challenges, stakeholder discussions were conducted with different roles involved in the commission management process, including sales managers and operational teams. Through structured discussions and questionnaires, we analyzed: • Pain points in commission rule creation • Approval hierarchies across teams • Data dependencies across lines of business • Workflow inefficiencies in the existing Excel-based process These insights helped define the structure of the platform and identify key areas for improvement.
Product Prioritization
Based on the insights gathered, features were prioritized according to their operational importance. High priority areas focused on improving system efficiency and transparency, including: • Segment-wise data uploads • Predefined rule templates • Change history tracking • Structured reporting and filtering • Ability to apply rules across multiple policies
Design Approach
The platform was designed to simplify complex commission workflows while ensuring clarity and usability for internal teams. A modular interface approach was used to organize information and actions in a structured way. This allowed users to easily navigate between dashboards, rule configurations, and approval workflows. The interface design follows a clean visual hierarchy with consistent components, ensuring that complex operational data remains easy to understand and manage. Key Design Solutions: Real-Time Approval Workflow A structured approval system was introduced to replace manual coordination. Approvers receive real-time notifications and can review rule changes directly within the platform. This improved visibility and enabled faster decision making. Simplified Rule Creation The system allows users to easily create and clone commission rules, reducing repetitive manual configurations and improving operational efficiency. Centralized Dashboard A unified dashboard provides an overview of commission rules, approval status, and recent activity across multiple lines of business. This helps stakeholders quickly access relevant information and monitor ongoing updates. Enhanced Navigation & Search Global search and filtering capabilities were implemented to allow users to quickly locate grids, producers, and commission configurations across the platform. Design System & Interface Language The interface uses a modular layout inspired by a Bento-style grid system to organize complex data into structured sections. Consistent spacing, rounded UI elements, and a clear visual hierarchy help maintain readability while supporting a modern and scalable product interface.
Outcome
The redesigned platform replaced fragmented spreadsheet workflows with a structured digital system. The new experience enables: • Faster approval processes through real-time alerts • Simplified commission rule creation and management • Greater transparency through activity tracking and structured workflows • Improved operational efficiency for sales teams managing commission structures
