Enterprise Sales Enablement
Productivity and prospect pipeline for the insurance industry
A scalable, insurance-focused web app that fosters successful engagements and displays valuable insights on performance measures.
Problem
Connecting with prospects in the pipeline can be an overwhelming task for agents managing a growing book of business.
Managing data for insurance carriers and agents can be slow, clunky and inefficient, stunting growth and limiting distribution. It is difficult to deliver positive customer journeys when you don't have clear insights on performance and an efficient data management system.
Solution
Create a cohesive, customer-centric web app that combines overlapping strategies and technologies into a centralized continuous engagement experience.
One of the priorities of this project revolved around dashboards that provide clear visibility into key metrics and connect data and strategy to identify opportunities. Personas, competitor research and user interviews provided vital data for creating clear, concise displays that provide both valuable insights and enable performance.
Process
User Interviews
An integral part of the process was talking with users and having a clear understanding of their needs, like being able to quickly add a contact without losing their place within the application.