biBERK (Berkshire Hathaway)
Commercial insurance underwriting
biBERK wanted to modernize operations on software that fit how it actually works instead of an off-the-shelf tool. 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
- Innovate with limited resources
- Brand consistency with the parent organization
- A complete rethink of day-to-day operations
- Change management across the business
Winning the deal
The company's culture had been shaped by ownership under, and departure from, two distinct parents, which left it a set of legacy systems and a budget to replace them. I told the story of how rethinking the underwriting workflow could differentiate them in a competitive market, drawing on insurance, UX, and engineering experience to architect a solution the client signed off on. Deliverables were low-fidelity prototypes, solution architecture diagrams, presentations, and the onsite workshop.
Walkthrough
Screen 1 of 11. Click the screen or use the arrow keys to step through.
biBERK underwriting dashboard mockups on two screens