Insurance Zip Code - Digital Agency
Insurance Zip Code (IZC) is a startup digital insurance agency. Their long term goal is to build a consumer friendly insurance agency specializing in Excess & Surplus (E&S) property insurance.
In my role as a Product designer on the project, I collaborated closely with the team of engineers from Growthmill to create a customer solution that aligns with their specific needs. Together, we worked to deliver a tailored solution that caters to the requirements and objectives of the customer.
From idea to execution
IZC and Growthmill started with a blank slate. With a focus on the insured, a tailored user experience was created to minimize the burden on new customers to share data about their risk. After collecting risk data, IZC and Growthmill streamlined the process for quoting risks across multiple carriers.
Making web & mobile solution as well as UX aspect
IZC wanted to engage insureds how they wanted to be engaged. Desktop or mobile. Phone, email or text. IZC wanted to make potential customers comfortable with the communication process from quote to binding.
Different outcomes for different risks
IZC knew different insureds needed different options. The process for quoting new business is driven based on the data provided throughout the process. We worked with IZC on bespoke workflows depending on each risk.
Optimizing lead management
To scale their agency, IZC needed an optimized portal for managing leads. Growthmill's design and engineering team built an administrative portal allowing IZC staff to triage leads while managing the inflow and outflow of data throughout the quoting process.
Context is key
IZC staff wanted to have context of risks while engaging leads. Communication with leads was made easy by providing additional context about a risk without opening a new tab or a secondary Google search.
Brand
I helped IZC with polishing their branding to reflect their best in class offering.