Transforming a single policy data heavy platform into a multi-product platform with a single customer view. This included creating a project plan and leading large presentations of the TAC product design and direction to Board level executives and the wider company.

Project objectives:

Design the experience around a multi-product platform for insurance advisers – enabling advisers to reduce the cost to server their clients.

Research lead design principles:

• Enable advisers to complete complex multi-product insurance coverage based on their clients’ needs.
• Customer first not policy first – the creation of a single client view allowing advisers to see all insurance policies and applications.
• Complete transparency – empowering advisers to understand exactly at what stage of the process their customer’s application or policy has reached.
• Presentation friendly – the ability for advisers to delve into insurance options and reports to make confident choices for their client’s presentations.
• Saving advisers time – minimizing data re-entry and reducing the cost to serve for the adviser’s clients.
• Integrated across the adviser’s business – ability for non-advisers and advisers to access, purchase and update their client’s insurance.
• Validation - built into every step to keep advisers processing towards putting their client’s policy in force.

Overview of my role