Internal Tools // Liberty Mutual

Transforming insurance agent tools

User Problem

Time is money for agents selling insurance policies

Weighing the risk and reward of a complete redesign

The efficiency and effectiveness of Liberty Mutual’s sales agents in generating insurance policies has been severely hindered by outdated software and a prolonged reliance on temporary solutions.

Final designs

Instant impact and rave reviews

After months of onboarding and training, our redesign was a success. We accomplished our main goal of reducing average handle time (AHT), which in turn saves Liberty Mutual thousands of dollars a minute.

Single viewport

Bundling policies or accessing help center resources resulted in opening multiple windows to transfer information and ultimately do the job.

Flexible entry

Information intake has evolved from strictly linear to a flexible process, that now aligns with the customer's preferred method of communication.

Effortless cross-sell

Bundling Home or Motorcycle with a Renter policy, required repeat entry of customer information.

Reduced intake

We simplified the amount of questions asked by eliminating unnecessary and non-rate impacting questions.