Allstate Multi-Channel Sales Application
Project Goal:
Design a new Enterprise-wide sales application providing a consistent experience for both insurance agents and online consumers through a single platform.
My Role:
- Perform contextual research and build personas
- Create detailed competitive analysis
- Oversee and contribute to user flow and wireframe creation
- Coordinate and assist in facilitation of user testing
- Provide final approval of UX requirements
Design Highlights:
- Introduced the sale of a new online product (home owners insurance)
- Created a model that enables cross-sell (multiple product) quoting and purchase
- Addressed UX pain points such as: non-linear vs. linear flow, display of discount opportunities, shopping cart experience, dynamic pricing, interview navigation, error messaging, save & retrieve and integration with customer account
