User flow

In the discovery workshop, I facilitated collaboration with key stakeholders to align on goals, identify pain points, and explore opportunities for improvement. I mapped existing user flows to understand the current state, gathered insights on challenges across different business lines, and highlighted areas for digitization and consistency. This process laid the groundwork for designing a more seamless and efficient user experience.

Current State: During the discovery workshop, I collaborated with key stakeholders to map user flows and understand the current state. Opportunities for digitization and creating a consistent user experience across business lines (BOP, UMB, WC, Forefront, and Cyber).

• Renew “No”: If the policy is deemed too risky, the underwriter (UW) issues a Do Not Renew (DNR) letter.

• Renew “Yes”:

  • BRL: Agent receives the Binder Release Letter (BRL) via email.

  • CRN: UW/Ops generates the Conditional Renewal Notice (CRN), and the agent receives it manually via email and snail mail.