Timeline:
September 2024 - December 2024
Collaborators:
Nelson Okpalachukwu, Seun Taiwo
Opportunity area:
Manual insurance sales lacked transparency and reach. We built the Unyte Agent App to digitise policy sales and centralise performance tracking for insurers
Goal:
Simplify insurance sales with a reliable tool for Insurance agents.
My role:
I worked closely with Product Lead Nelson Okpalachukwu and Frontend Developer Seun Taiwo to bring this project to life, leading the end-to-end design efforts.
Our approach:
- As with all my projects, I started by defining the desired outcomes we wanted to achieve with this project.
- We then conducted user research and spoke with a few agents from different insurance companies.
- These conversations made us realise that these agents needed a mobile first experience.
- After speaking with the agents and gathering insights, we mapped out how this solution would fit into our existing offerings and roadmap.
Integration with already existing solutions:
Unyte integrated the Agent App into Bridge, our existing dashboard for insurers to manage products and track sales via the Superpool API. Instead of building a separate tool, we leveraged existing partnerships, enabling insurers to invite agents through secure links. This streamlined adoption while keeping control with the insurers.
“Shot from the Bridge product that shows the Agent tab”
Solution:
After brainstorming ideas with the team, we opted to build a mobile web-based app instead of a native app to maintain control and ensure rapid deployment.
“Shots from the Agent app solution”
Challenges and hard decisions:
After coming up with the high fidelity designs for most of the app, we were faced with 3 challenges:
- How to safely handle customer data
- How to handle payments
- How streamline inputs for policy sales
1.
We ensured that agent-collected data was not stored on their devices. Instead, all information was encrypted and transmitted directly to the respective insurance companies.
2.
Unyte collects payments and reconciles with the insurance companies, leaving them to handle agent settlements. This provided greater control and simplified reconciliation.
3.
To streamline this, we manually reviewed the backend schema and collaborated with the legal team to ensure compliance while eliminating redundant fields.
What came after:
After all challenges were addressed we demo-ed the full prototype to three insurance companies and they all agreed to pilot the solution with their agents
Takeaways and future considerations:
- AXA Mansard and Universal Insurance have adopted the Agent App, selling 20,000 policies collectively in Q1 2025.
- In February 2025, we launched Agent Desktop for Slot, enabling them to sell AXA Mansard device insurance in-store. Despite not being an insurer, Slot has already sold 1,000 policies.
- This unexpected adoption suggests potential demand among merchants, leading us to explore broader applications.
- We also discovered a market of independent insurance agents licensed by NAICOM, presenting another opportunity to scale the solution beyond company-employed agents.
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