Insurance Agent Portal B2B
Product by PolicyInsure
Client
Policy Insure
Services
Lead UI/UX Designer
Industries
Client Industry
Date
Feb 2019
Results
After launching the new dashboard, we saw a significant improvement in the efficiency of the insurance agents. The time spent on manual tasks was reduced by 40%, allowing them to focus more on customer service and sales.
The user-friendly design led to a 50% increase in the usage of the dashboard, indicating that agents found it easier to manage their clients and policies.
The policy renewal feature resulted in a 30% increase in timely renewals, ensuring that no renewals were missed. Furthermore, customer satisfaction scores increased by 25%, suggesting that the seamless experience provided by the agents translated into a better experience for their customers.
Research
To understand the needs and pain points of the insurance agents, we conducted a series of interviews with a diverse group of agents. We discovered that agents were spending a significant amount of time on manual tasks such as comparing policies and managing client information. They also expressed a need for a more intuitive and user-friendly dashboard.
Goal 1
Maintaining Customer Database: To create a system that allows agents to easily manage and access their customer database.
Goal 2
Policy Renewal Indications: To design a feature that alerts agents when a policy is due for renewal, ensuring that no renewals are missed.
Goal 3
Dashboard for Earnings: To provide a clear and concise overview of the agent's total earnings from policy sales.
Fetch Insurances from Market Providers: To integrate with various market providers like Bajaj Finserv, Digit, and more, allowing agents to fetch and compare policies from these providers.
Testing
We conducted usability testing with a group of insurance agents to gather feedback on the new dashboard. The agents found the new dashboard to be significantly more intuitive and user-friendly compared to the old system. They particularly appreciated the automated features and the mobile-friendly design.
💎 Learnings
This project reinforced the importance of user-centered design and iterative development. By involving the agents in the design process and continuously incorporating their feedback, we were able to create a product that truly met their needs. The project also highlighted the potential of automation in improving efficiency and user satisfaction.