An agent seller app for
transforming insurance sales.
CLIENT
REGION
DELIVERABLE
TIMELINE
BRIEF
Insurance sales is a complex needs-based selling approach that requires extensive data mapping and iterative proposal generation. The insurance sales platform is multi-layered. It provides different modules; all inter-connected through the single view profile of a customer. Our brief was to visualise the agent journey, mapping each touch-point of their customer interaction and develop a comprehensive experience design solution that simplified lead visualisation, client management, and boosted overall agent productivity.
OUR ROLE
Research-driven design
Understand and map sales touch-points, visualise agent needs and future forecast the seamless journey for efficient outcomes and higher productivity.
User-centric development
Guide design outcomes and development with continuous user testing, ensuring the platform's intuitiveness through iterative improvements.
Scalable user experience
Create a platform that seamlessly scales upto insurance agents' workflows, enhancing adoption and productivity.
Our Approach
Implementation of an extensive process, simplifying the insurance proposal journey.
We conducted in-depth research on agents' challenges and needs to uncover pain points.
Analyzed research data to identify user needs and pain points, guiding app design for insurance agents.
Created high-fidelity prototypes based on user experience principles to validate functionality.
Iterative testing with users refined the app’s features and design to enhance usability and satisfaction.
Launched the final design improving usability and efficiency while optimising continuously with teams.
RESEARCH
UX research and insight- mapping for agent sales Journey.
"Our key tools were customer journey mapping, competitor analysis and heuristic audits. Using qualitative and quantitative data from the market, we compiled a multi-dimensional research report that allowed us to refine the experience not only from a journey perspective, but also at a screen level, to provide an improved time-to-task, discoverability of features and structured information architecture. By mapping their customer journey, we identified key areas for impactful improvements, including client onboarding, information gathering, and tailored insurance plans."
IDEATION
Iterative design, wire-framing and prototyping.
Armed with user insights, we embarked on an iterative design process that was mapped to the agile workflow sprints. This involved sketching iterative concepts, continuous wire-framing, and creating interactive prototypes for usability testing. All the journeys were also closely discussed with agent networks to document their feedback. Through multiple design iterations and close collaboration with stakeholders, we refined the interactions and complex information architecture.
OUR STRATEGY
Simplifying data collection
Streamline contact management with bulk uploads and the referral organization.
Streamlined taxonomy
Ability to create customizable plans and personalized client assessments.
Scalable visual design
Support the design system scale to meet the ongoing and future roadmap.
EXECUTION
Rigorous usability testing and refinement.
Over a period of two years, we collaborated with Prudential, to create the end-to-end seller platform that was launched in 2023. Post launch, in order to validate our designs and ensure optimal usability, we conducted A/B testing and gathered feedback from real users. This rigorous testing phase allowed us to make data-driven refinements, ensuring the final product was intuitive, efficient, and aligned with the agents' workflows.
CONTACT US
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start with a conversation.
