In Portugal, the company partners with more than 1,000 agents to offer policies to individuals and small-to-medium enterprise customers. For years, agents had online access to Zurich’s business information and processes. The goal was to eliminate paperwork so they could get more done. But the system, which was a screen scraping solution for the back-end AS/400 system, had had its time.
Because the system was initially built for internal use only, it did not provide the best user experience for agents and had a difficult learning curve, especially for a web-based population. Also, information was scattered throughout the solution and the user interface was outdated, given today’s design user expectations. As a result of all these factors, recruiting new agents was an uphill battle.
“We thought it was important to have a user-friendly solution, and the current solution at the time wasn’t doing the job,” said Marco Navega, Program Director at Zurich. “We were using old technology to convert black and green screens to create a web-like feeling. It was easy and fast to do so, but it was tough to bring new agents in to use the platform. We needed something new.”