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Our Challenge
“How might we enhance and improve the traditional consultation process into a unique and modern customer experience for both the consultant and the customer?”
Our Prototypes
Click on the icons to find out more about some of our prototypes!
Meet Our Personas
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Working as a consultant for 1+ years
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Sticks to the methods taught in the academy and local agency
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Seeks recognition among fellow consultants
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Sees himself as service provider for clients
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Is under pressure to reach the annual target and tries to generate a lot of sales.
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Lacks experience in categorizing customers and recommending products
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Needs
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Reach new clients like Lena
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Up-to-date guidance in terms of consultations
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Modern ways of working
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Please customers
The Newbie
The Opportunist
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Young and independent person
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Is used to great customer experiences
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Trendsetter, socially integrated and aware about herself, others and the environment
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No desire to deal with insurance
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Most likely underinsured
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Doesn´t want house visits
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Needs
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Quick overview of relevant information regarding insurance
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Independent recommendation, which products are relevant for her
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Fun experience, so that the barrier to entry is not too high