The client

A mid-size insurance brokerage firm in the US, the client operates as a digital insurance brokerage. Their platform aims to be the one-stop solution for all the needs of an insurance agent, from potential candidates showing interest in becoming an agent to processing their clients.

The problem

The average age of insurance agents in the US is 58 years. To attract millennials to the industry and train them effectively, the rigid industry setup needs adjustment. Many young millennials lack exposure and guidance, resulting in prospective agents dropping out or becoming captive agents. Despite aspiring independence, becoming an independent broker proves challenging due to high costs and complex product requirements.

The solution

Created a cohesive ecosystem for pre-licensing exam platform from training, onboarding and client management using design thinking and gamification. The size of this project meant that there was a long timeline and had different touchpoints. We started off by understanding and talking to stakeholders, insurance agents, millennials, and listed down the opportunities and the gaps. From ecosystem maps, CJMs, heuristic analysis, competitor product analysis, prototyping we showed how from a single product we could create an experience that helped all the users enter seamlessly in any part of their user journey and use the product.

Our work in action

Quantitative Impact

The average age of learners coming through the training system to the quoting tool was reduced to 40 with a higher retention average than the previous iteration.


The process from training, on-boarding to finally working has seen better user engagement that the previous iteration and lesser drop-offs.

Single Ecosystem

All products under the same ecosystem allowed the
company to organically gain agents.

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