Personas

Claims & Underwriting Business User

Producing accurate, timely policyholder and broker updates, using whatever data she can actually get to across group and acquired-subsidiary systems.

Day in the life

Fields broker calls asking for renewal status and claim history on accounts that may predate Vantage's acquisition of the policyholder's original insurer. Types a plain-language request and expects a complete, correctly-matched answer — she has no idea which of six systems actually holds the authoritative record, and shouldn't need to.

Frustrations

The same client sometimes appears as two different accounts across systems with no obvious way to tell they're the same policyholder; not knowing whether an answer is missing data from a subsidiary system versus genuinely having no history there.

Success measure

Time to produce an accurate policyholder update, and never having to escalate a data question to IT to get one.