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We thank them for their trust and loyalty.
TD Canada Trust |
TD - Analyst Guidance Software
Designing, validating and optimizing a support application offered internally to insurance brokers while on the phone with clients in real-time.
What we did:
Task and Process Analysis
Prototyping
Interaction Design
Usability Testing
Highlights
TD's objectives were to reduce brokers' error rates and to facilitate task learning. We designed a tool to guide brokers with respect to business rules which should be considered when responding to a clients' telephone calls.
The tool we designed enabled a global view of all relevant systems in responding to a submission/claim.
- Reduced error rate
- Improved efficiency
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