Project Name
Agent & Customer Mobile Application
ABOUT THIS PROJECT
Agent & Customer Mobile Application
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OVERVIEW
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The objective of this project is to redesign the journey and workflow of the group insurance application system for agents who apply for insurance for corporate clients. Additionally, the project aims to enhance the employee benefits features and workflows related to group insurance within the customer mobile application.
Project Details
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OVERVIEW
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The objective of this project is to redesign the journey and workflow of the group insurance application system for agents who apply for insurance for corporate clients. Additionally, the project aims to enhance the employee benefits features and workflows related to group insurance within the customer mobile application.
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Challenge & Opportunity
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The existing workflow of the group insurance application system is not user-friendly and is laden with complex logic operations, which frustrates agents. Furthermore, the employee benefits feature (e.g., top-up protection limit) requires customers to fill out numerous fields tied to various logic operations. This complexity often leads to customers spending excessive time understanding their entitlements and requirements, resulting in frustration.
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Solution
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The redesigned group insurance application system streamlines the application process, significantly reducing the time required to fill out application forms. Enhancements to post-sales support functions facilitate easier follow-up on pending applications. The newly designed customer-facing employee benefits features allow users to smoothly and effectively top up their insurance protection, creating a more user-friendly experience.
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Project Highlight
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Post-Sales Support (e.g., Upload Supplementary Documents) helps to link up the agent experience on following up customer's application
New logic is applied to minimise the customer's effort to understand the entitlement and requirements