Redesigning the insurance experience

Dashboard journey mapping and prototyping

The challenge
Future experience for insurance agents
How can we trigger and help insurance agents to better track their sales performance, leads and sales targets? With that question, we started designing a new Agent Dashboard experience. We used customer journey mapping, design thinking and UX/UI design.
Future journey mapping
Shaping the future experience
We started by illustrating the overall desired, future customer journey based on current pain points and opportunities. Doing so helps in creating a shared understanding of the end goal and brings the experience to life.
Functional and emotional benefits
A framework for prioritizing tasks
For any digital service, it’s important to define what functional and emotional benefits are present. Functional refers to tasks that make things easier, faster or more efficient. Emotional benefits help in creating (brand) engagement and drive loyalty.
A versatile, visual dashboard
After defining top tasks that attribute to functional and emotional benefits, we used sketching, wire-framing and ultimately a new set of visual design guidelines to create the prototype.
A one-stop insurance experience
Understanding agent's context
The final product offers a stimulating, easy to use one-stop shop for all insurance agents. They can track monthly performance, (projected) sales, leads, customer events and sales campaign results – all from one place. Fully optimized for both desktop and iPad.
A radical new insurance experience

Insurance agents can drop their Excel administration and endless paper trail. The future is of insurance is here. Curious to see what this means for your business? Contact us today!

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