biBERK (Berkshire Hathaway)
Commercial insurance underwriting
biBERK wanted software that fit how it works, where an off-the-shelf tool would not. I led pre-sales and design: the story that won the engagement, an onsite requirements workshop, personas and a clickable prototype.
- Role
- Pre-sales and design
- Company
- biBERK (Berkshire Hathaway)
- When
- 2018 to 2020
- Industry
- Insurance
Constraints
- Brand consistency with the parent organization
- A complete rethink of day-to-day operations
- A whole business changing how it works at once
Winning the deal
biBERK had been owned by two different parents and had left both. It came out with legacy systems and a budget to replace them. I pitched a rethink of the underwriting workflow as the way to stand apart from competitors. I drew on insurance, UX and engineering experience to design the solution, and the client signed off on it. I delivered low-fidelity prototypes, solution architecture diagrams, presentations and the onsite workshop.
Walkthrough
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biBERK underwriting dashboard mockups on two screens
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