Rusty Metty

Accomplished hands-on UX Leader

General Agent Access

Kaiser Permanente

General Agents

About the user

A General Agency is the link between independent insurance agents (Brokers) and insurance carriers

A General Agent is an employee of a general agency and executes task in support of brokers

 

A General Agency is paid by insurance carriers but view brokers as their clients

GeneralAgents assist brokers with their administrative tasks, setting up group and managing them

 

Pain Point and Opportunity

General Agents are frustrated that they do not have access to their book of business, and must rely on calls and email to KP support. It takes a long time to complete even simple tasks.

The discovery process

Product Discovery

Opportunity assessment, Hypothesis, Iteration and solution...

GA Agent Administrative Access Flow

Mapping the experience solution...

GA Agent Administrative Access Flow

The UX (Sample actual screens)

Kaiser Permanente General Agent Access

By Rusty

Kaiser Permanente General Agent Access

Natural human-to-machine UX for integrated A.I. experiences.

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