Client: Insurance Agency
Case Background:
The client needed a simple dashboard to track their customer's policies and needed a way to automate the creation of each insurance policy and post-sale communication.
Product Dashboard
We designed a simple dashboard with features including:
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Quick views to filter insurance plans by supplier, and to view unpaid, expiring, or inactive plans.
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A unique custom URL link, dynamically generated for each customer, to allow them to cancel, extend, or upgrade their plan, calculating price dynamically.
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Buttons for users to cancel or pause plans via a pre-filled form.
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A payment table (integrated with the client's payment gateway) with automations linking each payment to the corresponding plan.
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Calculations and views for revenue forecasting and calculating refunds for unused plans.
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​Automatically updated status fields showing the plan's activation status and the customer's payment status.
Fulfillment Workflow
We revamped and fully automated the processes of collecting payment, generated plans, cancelling plans, and more. As such:
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When an insurance payment was received, data would be recorded in a payment table. A custom link to a form would be sent to the agent's Slack, which he would use to create the plan in the dashboard.
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This would trigger an email request to the supplier to generate the policy PDF, which would be entered to the dashboard with another custom form and then automatically emailed to the client.
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The client would be sent a custom-generated URL with a form to cancel, upgrade, or extend their plan. The form dynamically calculated the price based on pricing data from the dashboard and the client's selection. They would be sent this form again in a reminder email 30 days before their plan's expiration.
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If a plan was canceled (via the client's form or dashboard), emails would be sent to both the supplier and client. A refund could also be requested via the dashboard and would be automatically processed via the payment gateway.
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If a customer on a subscription plan hadn't recorded a payment in 45 days, an email notification would trigger to the customer and a Slack notification for the agent.
