Smart Renewals
Users were overwhelmed by the manual data entry required to quote on ThreeFlow.
PROBLEM
Reduce toil, create ease
GOAL
Reduce friction by using AI to complete the carrier data entry and make it easy for the user to review the data entered, making quoting on ThreeFlow fast and easy.
AI-Populated Renewal
The user uploads their renewal documents, and ThreeFlow populates the renewal form, granting carriers a streamlined starting point while retaining control.
Data Review Workflow
Post-processing review workflow that quickly allows the user to understand if ThreeFlow could complete the renewal.
SOLUTION
PROJECT BACKGROUND
Company: ThreeFlow
My Role: Product Design Lead
Partners: Product Management, Product Marketing, Marketing, Data Science team, Engineering Team, Carrier Customer Success, Sales & Biz Ops
Duration: Seven Months, Released June 2024
Platform: Web
Tools: Figma, Miro, Loom, Sheets, LogRocket, and Jira
Smart Renewals
PROBLEM
Users were overwhelmed by the manual data entry required to quote on ThreeFlow.
GOAL
Reduce toil, create ease
SOLUTION
Reduce friction by using AI to complete the carrier data entry and make it easy for the user to review the data entered.
Led project to develop a data entry AI solution and user-centered review process, making quoting on ThreeFlow fast and easy:
AI-Populated Renewal
The user uploads their renewal documents, and ThreeFlow populates the renewal form, granting carriers a streamlined starting point while retaining control.
Data Review Workflow
Post-processing review workflow that quickly allows the user to understand if ThreeFlow could complete the renewal.
PROJECT BACKGROUND
Company: ThreeFlow
My Role: Product Design Lead
Partners: Product Management, Product Marketing, Marketing, Data Science team, Carrier Customer Success, Sales & Biz Ops
Duration: Seven Months, Released June 2024
Platform: Web
Tools: Figma, Miro, Loom, Sheets, LogRocket, and Jira