Ettore Manetti, Designer

Ettore Manetti, Designer

UX Design

UX Design

Surer

Company

Surer

Deliverables

Solving Insurance Agents “Day-to-Day” Problems.

The insurance industry in Singapore is huge and growing. However, it was to my surprise that the industry has not caught up with the technological age.
The financial advisors rely heavily on Excel spreadsheets to track policies and store their data using hard disks.

Agents in Singapore are legally allowed to represent three insurance companies for General Insurance, but they can co-broke with an unlimited number of other agents to provide different quotes to their clients. One of the issues that this system generates is that the agents use multiple channels to create proposals and track their policies. There is no proper communication tool for agents to interact and network with one another. I helped the Surer team to develop this platform to service insurance agents and underwriters in facilitating co-broking practices amongst them while fixing the current fragmented multi-channel modus operandi.

WhatsApp, SMS, and emails are some of the channels that intermediaries use to communicate with their fellow co-broke agents. This practice helps the agents and their intermediaries track all proposals, quotes, and the status of their negotiation.

So the goal was to help the users expanding their co-broking network and ease their communications when sharing resources with their circle.

WhatsApp, SMS, and emails are some of the channels that intermediaries use to communicate with their fellow co-broke agents. This practice helps the agents and their intermediaries track all proposals, quotes, and the status of their negotiation.

So the goal was to help the users expanding their co-broking network and ease their communications when sharing resources with their circle.

Inside the dashboard, the users can create new proposals or co-broke requests to send to their circle and have a glance at the latest deals they have closed with their underwriter or other co-broke agents.

Inside the dashboard, the users can create new proposals or co-broke requests to send to their circle and have a glance at the latest deals they have closed with their underwriter or other co-broke agents.

Contact

info@ettoreink.com

Tiong Bahru, Singapore

Social

Ettore_Ink

© Ettore Manetti- 2024

Contact

info@ettoreink.com

Tiong Bahru, Singapore

Social

Ettore_Ink

© Ettore Manetti- 2024

Contact

info@ettoreink.com

Tiong Bahru, Singapore

Social

Ettore_Ink

© Ettore Manetti- 2024