Overview

What is a Community Cloud?

A management platform designed for brokers, enabling monitoring and tracking of new businesses, as well as managing claims and requests related to life and health insurance of BMI.

Bussines Goal

The project consisted of developing and implementing a quoting system for life and health insurance in the Salesforce Cloud community interface, with the following objectives:

• Conducted a thorough analysis of BMI's previously created quoting systems to understand their functionality and scope.
• Evaluated and documented the current site architecture to identify areas of improvement and ensure effective integration.
• Designed and developed an intuitive interface that allowed for easy manipulation of insurance-related data, ensuring an optimal user experience.

Outcome

Tools

Figma, Miro

Duration

3 months

My Roles

UX Designer / User Researcher

Project Details

I participated in the research to adapt the Sales Funnel design in the Salesforce platform for its implementation in operations in the Dominican Republic, Costa Rica and Miami.

I conducted a comparative analysis of quoting tools for health and life products, available on mobile and desktop devices, with the goal of streamlining their effective implementation in the Community Cloud.

• The main purpose of these is to collect personal data at the beginning of the process to create a new prospect in order to generate a quote.Status of certificates: rejected, approved or in process.
• These quotes allow the selection of products based on the insurable sum, as well as offering additional products that complement the main coverage.

Deliverables

• [ ] Problem statement / Job to be done
• [ ] Product Discovery / User Research
• [ ] Flowcharts
• [ ] WireFrames / Mock-ups

Flow Diagrams

Product Discovery

Requirements to be taken into account for life and health insurance quotes

Insurance Quotation Process Diagram

Elements necessary to create an insurance quotation interface

• Data Form: User Information: name, age, address, contact information.
• Insurance Details: Type of insurance required (auto, home, health, etc.), coverage desired, vehicle details (in case of auto insurance), etc.
• Risk Assessment Factors: Specific questions to determine insurable risk, such as driving history, medical history, location, etc.
• Quote Calculator: Calculation Algorithm: A system that evaluates the information entered and generates a quote based on the data provided.
• Price Display: Display the quote in a clear and detailed manner for each type of coverage or plan.
• Coverage Selection: Allow the user to adjust the details to see how it affects the quote.
• Plan Comparison: Provide the ability to compare different plans or coverages to help the user make informed decisions.