Insurance · 2021 — now
PruForce
Agent submission and servicing flow for a nationwide insurance distribution team.
At a glance
ClientPrudential Life Insurance
RoleSenior Business Analyst
OutcomeAgent flow
Insurance / 2021 — now
Agent
Senior Business AnalystPrudential Life Insurance
The challenge
Insurance agents needed a more consistent digital path for submissions and servicing. The existing process depended heavily on local habits and manual follow-up.
The approach
I mapped the agent journey, defined functional requirements and integration needs, and supported cross-functional delivery with business, development, and QA.
The outcome
A more consistent submission flow with clearer handoffs between business, technology, and quality assurance.