Global Insurance Company
Agent portal for a global insurance company, transforming enrollment and supplemental insurance workflows.
Duration
1.5yrs
Team
25
Scale
Global Enterprise
Scope
North America

Overview
The engagement involved a comprehensive redesign of a global insurance company's agent microsite system, focusing on supplemental insurance products. As a Fortune 500 industry leader, the company needed a streamlined, efficient user experience to enhance effectiveness and user satisfaction. Grounded in a research-led approach, the project aimed to address usability issues while ensuring inclusivity and accessibility.
Challenge
The existing microsite system required manual creation of sites, resulting in weeks-long delays.
Inconsistent branding, outdated content, and limited analytics capabilities hindered efficiency.
Agents faced navigation difficulties, lack of content control, and poor responsiveness, leading to low adoption rates.
Research & Discovery
Conducted extensive user research, including persona development and journey mapping, to understand agent needs and frustrations.
Led usability testing and stakeholder workshops to identify areas for improvement and align with user expectations.
Ensured WCAG 2.0 AA compliance to provide an inclusive design accessible to all users.
Solution & Deliverables
Designed a new microsite system leveraging Sitecore 9.3 on AWS, featuring SSO integration and seamless PIM, CRM, and scheduling tool connectivity.
Delivered high-fidelity wireframes, prototypes, and visual designs aligned with corporate branding.
Embedded accessibility standards and GDPR compliance for data privacy, ensuring centralized content control and automated workflows for consistency and approval.
Results & Impact
Within 48 hours of launch, 600 agents had created 1,800 microsites; over 5,000 agents deployed more than 60,000 microsites in the first year.
User traffic increased by over 250% within 90 days, and portal usage rose by 31%.
The initiative drove a 4% year-over-year revenue growth for related products, enhancing platform value through improved efficiency and content accuracy.
The leadership lauded the project as a hallmark of successful digital innovation.
Project Artifacts
Project Details
Industry
Insurance
Duration
1.5yrs
Team Size
25
Direct Reports
4
Scale
Global Enterprise
Scope
North America
Budget
1M+
Platforms
Web, Mobile and Native: iOS and Android
Regulatory
Heavy
Engagement
End-to-End Product management, Design, development and ongoing support
