Policy Crusher
In 2016 we had a problem.
We had just signed a partnership with Liberty Mutual to help them provide choice auto and home quotes with some of their alumni groups. The actual problem was that our agents couldn't get the discounted Liberty Mutual quotes with our existing software. The idea was floated that we would have our own agents key in all of the users data into the Liberty system, get that quote, and then go back to our system to get the rest of the quotes. To me this sounded like a usability nightmare both for the customers and our agents.
The gamble
I had a set of mockups for an idea I had about creating our own agent facing quoting software kicking around for about a year. When I saw this opportunity to finally build it, I jumped at the chance. Deep down I knew that if we brought the idea up to the higher-ups we'd never get the nod to spend time building software we already paid another company to provide. I went to our only programmer and ran the idea by him. He loved it and we were off. Oh, we only had 6 weeks before the program launched.
“You should license this.”
The pivot
We had pulled it off, building a new agent experience that added functionality and carrier integrations that didn't make our agents take additional steps or re-key any data. Our agents were excited to start using the new software, We showed the creation I had dubbed the Policy Crusher 3000 to some Liberty execs shortly before the alumni program went live, and one of them said, "You should license this."
Those 4 simple words would change the direction of the business as we knew it.Since it was initially built as internal software, Policy Crusher had a unique personality that we've kept in the production versions we license out today. The interface is peppered with puns and easter eggs that add a sense of fun and casualness to what is normally a very strait laced and serious industry. Insurance is a serious business, but that doesn't mean we can't have some fun.
Policy Crusher login. I wanted to set the tone right from the start with the only aesthetic image in the software.
The agent dashboard is meant to be the home base for an agent during their day. Displaying their monthly goals and their progress towards them, leads that they are working and any tasks or alerts they've setup.
The agency manager view gives a detailed look into each individual agents performance over a variable timeline.
Lead details is the overview of all the activity of a customer. It contains easily scannable information about potential and current policies, all communications and a detailed history of all actions taken by the lead, system or agent.
The policy details page dives deeper into a specific policy with all the relevant information for that product. The history section filters down into only the actions relating to that policy type.
The policy crusher is the application for getting an insurance quote. The right side of the window contains information the agent might use during the call including program details, cross sell opportunities and the leads local weather. The interface uses as much horizontal space as possible to limit the amount of scrolling required. Agents have the option of rolling up sections that they've finished to clear the interface of clutter.
Custom reports can be created and saved here. All the possible fields are able to be selected and a sample of the report is displayed before the user runs the actual query.
Sendy McSendface is the automated email program within Policy Crusher. Criteria across a number of possible metrics are able to filter the list down. From there further segmentation is available with a live updating subscriber count on the right.
Action Jackson is automated action scheduling program. Business specific rules can be created and scheduled for a variety of tasks.