Ash Brokerage is a leader of innovation in the insurance brokerage space. As part of their innovation, they seek to raise the bar for agent, and ultimately client, experience with the industry-first, Dynamic Quoting Tool.
This interface is designed to steam line the quoting process and suggest the best products for specific clients, not just listing alphabetically nor by price.
I was responsible for researching quoting software, developing wireframes, UI design and further redesigns.
Quoting Dashboard
Advisors can easily scan previously ran quotes or start a new quote.
Basic Info
Here, advisors input basic information about their clients. Along the way, we intentionally place human language to give a guiding hand to the older demographic of advisors.
Product
This step allows the advisor to specify product details for their clients.
Compare Policies
This phase is unique to Ash. This tool is so powerful and compares data behind thousands of applications. The result is the top five products for each individual clients for their specific and unique needs.
Advisors are able to adjust the term length and other aspects of the product in realtime.
Additionally, advisors are able to sort results by Ash Answer choice, lowest price and fasted placement time.
