Commercial Insurance

Client Industry

Commercial Insurance

Business Problem

Off the shelf commercial insurance tools do not fit the clients unique operations model. They want to modernize and create their own identity within the commercial insurance space.

Role on Project

Pre-sales, Design

Project Type

Large custom application project

Requirements & Constraints

• Innovate with access to limited resources

• Brand consistency with parent organization

• Complete reimagine of operations in their business

• Change management

Winning the deal

The customer internal culture had been crafted through their ownership and departure of 2 distinct parent organizations. With those organization changes they inherited a set of legacy systems for day to day operations as well as a budget to innovate on a new one.

I was brought in to help tell a compelling story around user experience and how rethinking the commercial insurance workflow could help the client differentiate within a competitive industry. I leveraged my insurance background , UX experience, and technical background to help architect a solution for attaining client sign off.

Deliverable included low fidelity prototypes, solution architecture diagrams, PowerPoint presentations, and an onsite requirements gathering workshop.