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

App to allow brokers to sell insurance policies in a record time

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

Discovery

We organized a workshop with the teams of customer support and sales to have a better grasp of our users.

And the main conclusion is that the broker want a very simple and straight-forward tool in which they spend as little as time as possible.

Digital insurances

Germany middle age insurance brokers

Need to be builded fast

General info

Interactive mock-up testing and iteration

Thanks to the workshops that we organized during the discovery, 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.

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.

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