SortMe Prototype — prd-79-insurance-multiselect

Screens in this prototype

Every screen and state, on desktop and mobile, at a glance. Click any frame — or Enter the prototype — to open it live.

Enter prototype

Protection grid (single + bundle cards)

primary

Reach: Protection tab

Default state. One AIA bundle card (Life $400k + Trauma $80k, per-cover amounts) alongside four single-type cards. Summary bar reconciles exactly: 5 active, $510/mo (tile = sum of the cards' rounded monthlies).

Desktop
Mobile

Add Policy — empty (pick cover types)

state

Reach: + Add a policy tile

Type picker open, no covers yet, Save disabled.

Desktop
Mobile

Add Policy — one cover (like today)

state

Reach: pick a single type

One cover row; premium label reads 'Premium amount' (not Total); no bundle helper copy. No regression.

Desktop
Mobile

Add Policy — bundle (3 covers, shared renewal)

primary

Reach: pick 2+ types

Inline cover amount per type; one shared total premium ('Total premium amount'); one shared renewal date; visible optional documents.

Desktop
Mobile

Add Policy — per-cover renewal dates

state

Reach: bundle → 'Set a different date per cover'

Renewal expanded to one Month/Year pair per cover (Life/Trauma Mar 2027, Income Aug 2027).

Desktop
Mobile

Add Policy — saving

state

Reach: Save clicked (in flight)

Save button disabled with a spinner + 'Saving…'; fields preserved.

Desktop
Mobile

Add Policy — save failed

state

Reach: save request fails

Friendly non-technical banner at the top of the form; everything the user typed is preserved for retry.

Desktop
Mobile

Saved (new bundle card highlighted)

state

Reach: successful save

Success: toast 'Bundle saved - 3 covers'; the newly added highlighted card is the exact Partners Life 3-cover bundle the form sequence shows (~$199/mo, renews Mar 2027). Summary reconciles: 6 active, $709/mo.

Desktop
Mobile

Edit bundle (pre-filled)

state

Reach: Edit on the bundle card

Edit modal pre-filled from the seeded AIA bundle - covers populated, shared renewal detected, header reads 'Edit policy'.

Desktop
Mobile

Annual-review banner (conditional)

state

Reach: recorded review date over 12 months old

Warning Banner. Hidden for the default persona (no review date recorded).

Desktop
Mobile

Protection loading

state

Reach: policies / recommendations fetch in flight

Snapshot skeleton + recommendations sparkle cluster.

Desktop
Mobile

Protection empty (no policies)

state

Reach: brand-new account, no policies

Snapshot 'Add your first policy' empty state + recommendations empty state.

Desktop
Mobile