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!
Redesigning the insurance experience
Dashboard journey mapping and prototyping
The challenge
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
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
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.
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
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.
