Allstate Next Gen

Using accelerated HCD methodology and a quick sprint framework to conceptualize the future of Allstate’s connected customer experience across web and app.


01 Overview

Looking to rethink their approach to customer stickiness, Allstate asked my team to help develop a strategic vision for their next generation of ‘connected’ insurance.

I supported Allstate by leading a small team of strategists, designers, and industry experts through a four-week quick sprint to define three new product ideas.

Quick Sprint Framework

Week 01

  • Industry immersion

  • Secondary research

  • Market analysis

  • Heuristic analysis

  • Benchmarking

Week 02

  • Proto personas

  • Journey Mapping

  • Think tank / workshopping

  • Opportunity mapping

  • Idea refinement

Week 03

  • User flows

  • Feature planning

  • Low-fi wireframing

  • Concept refinement

  • High-fidelity prototyping

Week 04

  • Design refinement

  • Executive presentation(s)

  • Validation planning


02 Research & Analysis

To understand user needs and identify opportunities, we conducted preliminary research and an initial analysis of current state.

Primary Research
Interviewed and collaborated closely with Allstate employees and professional experts from within the insurance industry. Facilitated co-creation workshops with these individuals to discover opportunity and refine ideas.

Heuristic Analysis
Conducted an audit of the current experiences across web and app — specifically focusing on the ‘quote and bind’ experience, claim filing, and agent engagement.

Secondary Research
Synthesized third-party research surrounding the insurance industry, emerging market trends, and disruptive technology — such as AI assistance and predictive personalization.

Benchmarking
Evaluated notable competitors, such as Lemonade, and out-of-industry experiences to identify leading patterns and best practices for connected customer experiences.


03 Design & Solution

After synthesizing research and grounding ourselves in proto personas, we identified opportunities across the customer journey and produced three concepts:

I. Harmony AI
We redesigned the quote generation experience to be a guided, transparent conversation between consumer and Allstate.

II. Connected App
We redefined the Allstate mobile app to function as a predictive, centralized hub for managing ones ‘portfolio of life.’

III. Agent Enablement
We reimagined the Allstate agent experience to leverage deeper consumer insights and automated priorities.

Meet Harmony

Moving away from static form fields and one-way interactions, we reimagined the shopping experience to be a humanized conversation that is effortless, engaging, and transparent.

We saw an opportunity to roll back the curtain and better connect how consumer information translates to recommended, personalized quotes.

Connected App

We repositioned the Allstate mobile app to serve as a connected ‘hub’ for all things protection: Allstate policy coverage, connected security applications, monitoring devices, and relevant third-party data.

Moving beyond convergence, our vision was to create a digital assistant that consistently monitors safety across all touchpoints and proactively provides recommendations based on behavior insights.

We saw this experience as a new value engine — driving meaningful customer engagement and opening the door for greater agent impact.

Agent Enablement

The agent of the future has evolved beyond sales and policy renewals to become a trusted product expert and advisor.

With greater customer self-servicing capabilities, agents have more time to cultivate relationships and grow customer base.

We accelerated this by proposing an enhanced dashboard, which combines a 360° view of the customer + advanced automation to focus agent efforts on high-value, timely impact opportunities.


03 Outcomes

This work successfully helped Allstate broaden their ‘North Star’ vision and empowered executive leaders to take a bolder, more innovative direction for the future of connected customer experience.

In accordance with my recommended next steps, Allstate will be conducting deeper research to explore and validate these concepts as part of their 2024 strategic initiatives.

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