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.