Allianz sales App

Manage insurance performance and help recruit candidates

CHALLENGE

The App needs to consider 6 countries requirement, coordinate between each OEs and find out the best solution.

DELIVERABLE

Launched Recruitment Kit module and new sales function on Allianz App

OUTCOME

✦ Create a recruitment module to help users increase the
success rate of recruitment by 20%.
✦ Optimizing sales process module and received a lot of positive feedback from users.

ROLE

Product Designer - UX. UI. Prototype. SRS

01
Project Overview

Background

Before I join it, the project had been finishing Phase 1 module. And Allianz has more requirements regarding user's feedback and business need.
So we try to optimize the app, which includes different character tailor pages (ex: Agent. Agent Leader. Zone Head. CAO). And also developed new functions such as contact list, sales reports, and recruitment kit... for users to maintain their customers list, sales performance and candidates seeking.

02
Research

Learn from "Stakeholder"

Each position and OEs requires different information

  • In hence to quick check performance, some module should depending on users and country to show up relevant numbers.

The recruitment progress display is not clear

  • When recruiting, there is a lack of a tracking list, so it is hard to quickly track every progress.

Lack of systematic recruitment structure

  • When start a recruit process, it's necessary to explain whole view of the company and the benefit from the sales job.

Challenge

✔ I am not familiar with the structure of Phase 1, it will take time to understand. In order to find the
“right ”optimization direction.

Deep in to the problems

1.Sales reports are not clear enough  for each agent & agency leader to do effective management

Currently , most of sales reporting are only available for internal colleagues of Agency or high level management like CAO and Zone Head but not include Agent & Agent Leader.

2.The Contact list only has customer category, lacks candidate section

The Phase 1 only develop contact list of customers . Users feedback there are also needs candidate's for easy management of all contact lists.

3.Recruiting function needs to be considered in Phase 2

To help increase the efficiency of hiring and make Agent & Agent leader recruiting potential candidates smoothly. Combined various info of recruitment in a module will help them success.

4.The recruitment process is unclear, and it is difficult to track the progress of each goal

Agent & Agent leader have recruit target for yearly, visualize recruit activities, and check performance by personal or Team will be really important for business grow up.

Goal

‘‘ Launch the new module that help user manage sales performance and recruit process. ’’

03
Design Deliverables

Here are the key initiatives we've launched in MVP and some following improvements:

Ensure each position level quick check their report - Result module

The purpose of Sales Report is to ensure each Agent and Agent Leader can have their own report for Personal or Team performance for management purpose. Some KPIs which were not in Phase I scope but are common and important for sales management. So it will be add in the Phase 2. And also KPIs section should be flexible for OEs to add KPIs.

Ag & AL
Zone Head
CAO

A scannable customer/candidate page - Contact list module

Since Phase 2 needs to add candidate information, in the customer/candidate personal page, the information of the two roles is separated by tab for easy switch. And the recruitment tracking and personality analysis scales of candidates are also added.

Help user to do recruitment - Kit module

Kit module provides some materials/resources for agent to introduce Allianz business, enhance to make sure consistency and completion in the recruitment process. 

Pad version

Mobile version

Also, Kit comes with some extra features, e.g., Market facts, potential income calculated, etc., to support recruiters with high confidence and finally get great conversion rates. 

Tells candidates what's Allianz core business - Company Profile

Recruiting quality talent is on first priority. This part mainly to introduce the basic info, history and product solution of Allianz. Give these talents a quick look into Allianz and get an overall idea. It's not just show the credibility but also gain confidence and invite people to work with Allianz.

Help candidate understand salary range - Income Potential Calculator

Salary is an important point for candidates. It's essential to show what their gross annual income is for them, which is based on commission and growth level.

Evaluate candidate' vocational aptitude test - Career Profile

Aptitude tests are a great way for recruiters to gauge a candidate’s suitability and also understand how candidates might deal with the challenges of the role they are interviewing for.

04
UI Flow

Consider about whole function was quite complicated. In order to bridge the communication gap between development team, and stakeholders. We visualize interactions with the whole product in glanceable and understandable way. To help everyone see whole flow and possible interactions.

05
Design Guideline

06
System Requirement Specification

I'm also responsible for writing SRS. This is a new challenge for me to turn functions into text. The document focused on what the software needs to do and how it must perform. Include every interaction description, text number limit, condition, and different scenarios. Here only show up few pages for sample.

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