Product leadership for a B2B2C insurance platform

Insurance agents worked with workflows spread across several legacy systems, and new lead data came in with discrepancies.

1. 01End-to-end discovery with user interviews, prototypes and workflow analysis.
2. 02Redesign of the lead intake form, with validations and controls.
3. 03Alignment of several departments through Product Trios, under a single product vision.
4. 04Business model change for a B2B workplace risk platform, from commission to annual licensing.

Data discrepancies in new lead entries dropped 99% after the redesign, and the discovery identified more than 33 improvement opportunities across the key journeys.