Streamlining Digital Experience for New Business
It All Started When...
The marketing team were looking for a seamless purchase journey for new business. Jodie created project plans, feature release planning, and owned delivery milestones to the final product. She worked collaboratively with design and development teams and launched an entire purchase journey which included shop, quote, buy, onboard, and everything between.
Jodie's Role
- Analyzed the voice of the customer data using existing surveys of new customers who recently purchased a new policy for the first time, which narrowed down the target customer for MVP (new business only).
- Organized and trained 6 cross functional agile dev teams, and aligned other value streams across the enterprise when integrating billing and policy source systems to ensure support and timelines were met.
- Identified the highest impact work with leads by decomposing the initiative and presenting a roadmap where each, milestone was represented as a problem to solve.
As a Result...
Improved cost efficiency as online transactions reduced the need for paperwork, agent involvement, and manual processes.
Expanded market reach in new geographic locations where agent offices were unavailable.
Allowed the customer 24/7 availability to browse, compare and purchase anytime, anywhere.
Enabled customers to upload and submit necessary documents digitally, reducing paperwork.