Wefox broker portal

Web app for german brokers. The goal was to help our users to sell insurances easier

The 360° solution for customer-oriented insurance brokers

Wefox broker portal is a digital tool that allow brokers working all over Germany to sell insurances in an easy and quick way.

Background

Wefox pivoted to sell car insurances on the Q3 and the goal is that by Q4 we were able to deploy an MVP because the car insurances high selling season is December.

Digital insurances

Germany middle age insurance brokers

Need to be builded fast

General info

Interactive mock-up testing and discovery

We organized a workshop with the teams of customer support and sales to have a better grasp of our user’s needs.

Thanks to this workshops, we ended up with an interactive mock-up that could operate the basic calculations that the agents needed to test the insurances.
This interactive mock-up helped us to test and iterate quickly to have a very agile approach and develop the first delivery with our very tight delivery calendar.

Design system

The main objetctive of the design system was to implement something super quiclky and where we could iterate to improve without too much development, this is why we choose the material design system to build upon.

UI first delivery

Through collaboration with stakeholders, workshops and testing sessions with end-users, we successfully created the first version of the Wefox Broker Portal. By gathering feedback and insights directly from users, we tailored the portal to meet their needs.

Login

We wanted to convey a profesional and straight-forward look from the very first page

Select type of insurance

The MVP was focused only on vehicle insurance but sooner we will expand the catalogue of insurances.

Complete customer information

This page was the main operational page that brokers needed to complete as quickly and as accurate as possible.

Conclusions

Having stakeholders that where super involved in getting users to test in very early stage was a huge game changer to move as quickly as we did. It is super important to invest time to build good relationships with business and align from the get-go, all the time you invest in building this relationship will be time you will definitely save in the future.

Outcomes

  • The team was able to develop a very fast solutions that allowed the insurance brokers to sell the vehicle insurance in the peak season (December)
  • Insurance brokers where super pleased with the ease of the tool
  • We manage to roll-out the vehicle insurance in a record time for the company

Opportunities & recommendations

  • We need to scale up the operation and create more robust components