Driving user-centric design to creating software to manage sale leads for Insurance agents.

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Driving user-centric design to creating software to manage sale leads for Insurance agents.

Year

2022

Design at

Allianz Technology

for

Allianz SE

my role

Advanced Designer

Sales Digital Workstation

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What is SDW

Sales Digital Workstation or SDW is a platform created from Allianz technology's Global Digital Factory to handle all the sales's activities that occur throughout the sale funnel. This platform is available to all the agency that partnered with Allianz within Europe, Asia and Australia. Most Allianz in different countries share the same process but there are some requirements that different, so the application within SDW is available to configure based on Allianz Headquarter's requirements in each country.

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Lead Management System

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What is Lead?

Lead is a contact who actively expressed a concrete purchase intention of an insurance product, and Allianz can legally contact for sales purposes by voluntarily sharing their contact data with Allianz. The lead will be a digital lead if the starting point of the customer journey is online, targeted at acquiring prospects, and made available to the sales unit in a digital manner.

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Target User

Agents - A person who can coordinate salesman or other roles in agency, can have contact with end customer and can sell and is responsible of all portfolio (growth, churn, profitability, etc).
Salesman - A person who is directly managing the final Customer; they are in contact with the Customers they are managing.

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Lead Management System Flow

Lead Management System consists of 2 web application; Lead Admin Tool and Lead Engagement Tool. Lead Admin tool focus on managing the available lead that will present on LET. LET is used for managing, ordering and complaint by agent and salesman.

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Chayakorn P.

Driving user-centric design to creating software to manage sale leads for Insurance agents.

Year

2022

Design at

Allianz Technology

for

Allianz SE

my role

Advanced Designer

Let's get in touch

Wanna make some impact?