Simplified the agent dashboard into a clean, intuitive experience. Increased platform adoption and usage. Reduced support calls by enhancing UX and highlighting priority actions.
RenewBuy Partner Platform is designed for both POS and Non-POS advisors to sell RenewBuy products, including insurance, loans, and proprietary offerings. It serves as a productivity tool—available on both app and web—that helps advisors efficiently manage their daily tasks. Key features include selling new policies, renewing existing ones, capturing leads, tracking sales targets, monitoring earnings, and earning rewards.
The platform experienced a 56% drop-off during the partner onboarding process, and many users lost interest before their profile was activated.
Insurance renewal rate is stuck at 54% to 61%. This means we're losing nearly half of our existing customers every year.
Advisors manually share insurance documents with customers, like brochures, feature lists, and product sheets. This leads to delayed, outdated or wrong documents being shared with customers.
Around 40% of advisors bypassed the platform and calling support team for basic tasks, such as checking payouts & transactions list, which are already available on the portal.
We interviewed a few of the advisors, & DST/FLS team members and recorded feedback. Some of the feedback is useful for us.
We analyse some of our competitors' platforms, like Probus, PB Partners, Turtlemint and find out some useful points.
The RB Partner mobile platform does not support advisor onboarding. So, all KYC and bank detail submissions are processed through the web version, often managed by a Field Leader (FLS). Screenshots of this web-based workflow are below.
We started with how might we statement. We focused on the following questions to be addressed as part of our work.
🤔 How might we reduce onboarding time by adopting a Digital First approach?
🤔 How might we make renewal cases easy to see and act on?
🤔 How might we boost dashboard use across advisers and cut support calls?
🤔 How might we improve marketing collateral management and distribution?
Collated research and stakeholder feedback, brainstormed solutions, created paper sketches, user flows, and designs, then tested and iterated prototypes based on tech feasibility and requirements.
Introduced the Digital onboarding process. Built and integrated PAN, Aadhar & Bank account verification to check advisor authenticity. This process cuts down the time from 6 to 7 days to 24 to 48 hours. Now more then 80% of advisors start their business in just two days.
Redesigned the dashboard to integrate upcoming renewal cases for all line of business (LOB’s), added a bottom-navigation access point, and adjusted renewal notifications to 60 days for DST teams and 45 days for advisors.
Redesigned the advisor dashboard to prioritize essential actions (Transactions, Payouts, Passbook, PRISM reports) and introduced additional sections for improved discoverability.
We introduced the dedicated option for insurance product catalogues in the name of product library.
After UAT testing with advisors and minor final iterations, we rolled out updates to production for all advisors across India. Over a three‑month timeline, we observed measurable improvements:
Some of the information, visuals, and details presented in this case study have been modified, simplified, or generalized to respect confidentiality and protect the privacy of company projects. The case studies and examples are intended solely to showcase my design process, skills, and approach, without disclosing any sensitive or proprietary business information.
