Designing for SME insurance
Helping online and offline sales representatives to sell the insurance products and solving all the problems hindering them from closing the sales.
Collecting information from customers is a difficult job. Have talked about, what makes it difficult? How did we solve them?
A few design updates that I made improved the working memory of the sales representatives and essentially led to a spike in all the metrics.
Designing the customer side of the story to help them understand our product, compare plans, close the deal & a lot more.
Not all steps in a business are automated, though we try our best to automate them. This dashboard helps the operations team to keep a track of the dealings with insurance companies and customers. With time, we have automated features based on feedbacks and observations from various insurance partners & customers.
Listened to 400+ call recordings, interviews over call, Shadowing sales reps, and secondary competitive research. Helped me understand our sales representative and customer's behaviour.
