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For 4 years, I was the Director of User Experience over Liberty Mutual's Independent Agent portfolio. To ensure the success of this portfolio, I partnered with the business to ensure that the design team was focused on the most impactful strategic priorities for the Independent Agent channel. This portfolio accounts for half of Liberty's overall revenue.  

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BOOK TRANSFER

Year over year growth

By focusing on an omni-channel approach to on-boarding prospective customers, Safeco was able to drive year-over-year growth and increase customer satisfaction. 

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Results

  • Increase from $168 million to $250 million in new business revenue generated between 2018 to 2019 

  • 48% click-through rate driven by our omni-channel on-boarding experience

MANAGE MY ACCOUNT

Digitally Enabling Customers

A main focus area for Safeco is digitally enabling our customers. To do this, we focused heavily on the Manage My Account experiences. We not only changed the account creation and eSignature process, but also enabled a number of self-service transactions negating the need to call support or their Agent for assistance.

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Results

  • Achieved an >80% eSignature completion rate

  • 40% increase in online transaction in 2019

  • Transactional NPS score increased 6.3 to 7.6

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AGENT PORTAL

Driving Agent Engagement

In order to drive Agent engagement through customized and targeted content and offerings, Safeco needed to redesign their Agent Portal experience. To achieve these goals we focused on modernizing the overall experience from layouts to content. 

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Results

  • Product and Specialty offerings page views increased by 24%

  • Reduction of 200 calls to agency services per day, equaling a reduction in 5 FTE headcount needed to support incoming requests

  • A 13,000 new business policies increase from previous year

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