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Step Ahead insurance

Advancing customer
support with artificial
intelligence

HD Studios was enlisted by a Step Ahead Insurance to revamp their digital presence.

SERVICES

  • Product Strategy
  • UI/UX Design
  • Web Design
  • Web Development
  • Branding
  • Graphic Design

SECTOR

  • Insurance
  • Health Care

YEAR

  • 2021

TIMELINE

  • 4 months

PROJECT TYPE

Take new businesses from Zero to 1

Location

Washington, D.C.

Total funding

$10k

About Step Ahead

Wouldn’t you like your insurance broker to treat you like you were his mom or dad? After having a front row seat to my own father’s frustration with Medicare, I committed my insurance agency to preventing as many people as possible from going through the same painful process. Medicare is confusing to all of us but it doesn’t have to be, and you don’t have to go at it alone. Let my team be your no-fee-resource to free up your time and mental energy to focus on the things you love.

HD Studios is the place to go to look good online.

  • Kevin Chaiken

Licensed Medicare Agent

Objective

HD Studios was enlisted by a Step Ahead Insurance to revamp their digital presence. The primary goals were to create a modern, user-friendly website and develop a cohesive brand identity that would appeal to their target audience of seniors and caregivers.

The HD team delivered exceptional service, transforming our digital presence and brand identity. The new website and marketing materials have significantly boosted our client engagement and market visibility.

  • Kevin Chaiken

Licensed Medicare Agent

Deliverables

Website
Brand
Digital Media
Print Media

Website

insurancemasterminds.com

Unique
problems to
solve

Reducing load on support agents

Customer service can be one of a company’s largest budget items, especially when they operate on a global scale. Forethought’s solution helps to shrink that cost by improving agent velocity—and in turn, creating happier customers.

Remaining platform agnostic

Designs needed to fit neatly inside Forethought’s existing partner platforms (Zendesk, Salesforce) while ensuring that it would integrate seamlessly into future partners as well. The more accomodating the design, the more marketable the product. 

Designing for inflexibly small modules

Customer service software is typically data dense, so Agatha had to fit into unusually small spaces, often with fixed heights and widths. However, in order to be truly useful, Agatha had to pack in lots of information. This balancing act between data density and compact UI was crucial to the project’s success. 

Fostering feedback to train a model

Creating a visual system (layouts, icons and colors) that made it easy for agents to quickly find the most relevant information—without having to exit their workflow. In addition, Forethought needed to create a lightweight way for the agents to give feedback to help train the machine learning model, so agents could ensure that Agatha would continue to improve every day.

Who we
designed for

Kevin Chaiken

An insurance broker that treats you like you were his mom or dad? After having a front row seat to his own father’s frustration with Medicare, he committed my insurance agency to preventing as many people as possible from going through the same painful process.

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