Ben Richard Design


Reimagining the insurance quoting process, for the offline sales rep.

Facilitated stakeholders and team through a multi-day vision workshop.

Created primary and secondary personas, based off in-person interviews.

Defined MVP and roadmap based on must-have features, developer effort and business need.

Worked with leadership and technologists to adopt supportive technology and services.

Frequently validated design decisions with focus groups and user testing studies.

Designs increased the rep's speed and efficiency by reducing redundancies, and errors.

"I am not able to enter info as the customer provides it because of system restrictions. On top of that, I can't cross sell easily because systems don't communicate"
Ben Richard Design user
Call Center Insurance Rep