Personalized Vehicle Protection Coverage Products Sales Platform.
This innovative platform leverages advanced technology to tailor insurance offerings to the preferences of individual customers, providing a highly personalized, efficient experience and helping credit unions increase sales revenue.
Current Workflow
Load Advisor will email the vehicle protection packages to the member once the auto loan has been approved.
Pain points:
1) Provided too many packages to the member
2) Loan advisors have to calculate loans and payments, it's not flexible and visualized.
Loan Advisor’s backend interface.
New Workflow
Market Research
The trend is selling car protection products and base loans separately. Users prefer calculating the total protection product amount but often give up.
Allstate
Statefarm
Brainstorm
UX Flow
Design
Identity verification
Member will receive the text message or email before the loan advisor is ready to call the member.
