Problem:

Commercial insurance applications are the cornerstone of Bold Penguin's operations, serving as a fundamental component of the insurance agency's workflow. These applications are essential for the acquisition and management of insurance policies. Agents, the key users of this system, require a streamlined and efficient platform that enables them to seamlessly organize and oversee the entire application process, from initiation to completion.

Goal:

The primary objective is to enhance the completion rates of commercial insurance applications within the Bold Penguin system. The current challenge lies in ensuring that applications are promptly processed and finalized. To address this issue, our goal is to implement improvements that will facilitate a smoother application workflow, thus increasing the likelihood of successful application submissions.

Assumption:

We assume that by providing agents with a system that simplifies the process of locating applications and empowers them with enhanced organizational capabilities, they will be better equipped to prioritize incomplete applications. This assumption is based on the belief that when agents can easily access and manage applications, they will be able to allocate their time and resources more effectively, ultimately leading to improved application completion rates.