Pekin Insurance

User Goals

To retain policyholders by ensuring that the features present in their portal are intuitive to understand
Easily inform policyholders of updates to their policy and to the company
Form a tight and personal relationship between policyholders and agents
Reduce the number of calls and call time between policyholders and the company

Business Goals

To retain policyholders by ensuring that the features present in their portal are intuitive to understand
Allow policyholders to manage individual policies on their account without needing to contact an agent, an example would be viewing what vehicles they have for their auto insurance
Allow policyholders to easily access and update their account information without needing to directly contact their agent in order to save the company’s time
Easily update internal records on policyholders when the policyholder edits their account information

Personas

Client Research Survey

Wireframes
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Notifications

Scenario: The user logs into the account pay their unpaid billing statement

After the user logs into their account, they notice that they have unread notifications. The user may either check their notifications or go straight to their billing statement page. If the user decides to check their notifications, they will notice a “payment due” notice. The user may click on this notice to jump directly to their billing statement page. From the billing statement page, the user may access and pay their unpaid billing statement