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Agent Portal: A Central Place For Sales Network

Croatia Osiguranje

01Project Overview

Crosig is undertaking to develop an Agent Portal Solution based on the LR Agent Framework that will become the central place for Sales Network. At present, the solutions used by Crosig are operated and maintained in-house.

The primary goals for this projects are:

  1. To have one central place of Crosig sales network giving Crosig’s Agents and Users new UX and modern solutions.
  2. Redesign the Quote&Bind process and integrate all necessary systems for easy and user-friendly.
  3. Enhance the capabilities to adapt CX to evolving Customer/Agent needs.
  4. No requirement gaps from the Statement of Compliance.
  5. New value of a modern platform and its capabilities.
  6. Best practices of the Agent Framework are adopted in the Agent Portal.

While the immediate focus is to implement a new Agent Portal, this new foundation establishes a digital experience platform and lays the groundwork for a lasting unified and dynamic customer experience that can be easily managed and expanded to Crosig's daughter companies.

UXRoadmapping