Decentralization and productivity of the commercial force.

The main objective of the project was to create a single responsive web platform where the entire Mapfre sales force – both internal (agents) and external (brokers) – could access all the tools available to sales representatives from mobile devices without having to connect from a Mapfre office, something that apparently seemed simple and was not easy to achieve.

‘The project had great technical challenges as it had to incorporate multiple non-trivial functionalities into a responsive website, such as the use of the smartphone camera to carry out certain procedures or the possibility of adding a new payment platform’.

Once we received the request, we began a user research process to learn more about future users and their main pain points in order to create a backlog of functionalities that would allow us to optimize commercial management with Mapfre.

To do this, we carried out interviews and workshops to create dynamics for users to be able to agree and define those functionalities that should be considered in the project’s backlog. Among them, a new management of client payments, the incorporation of a document tray for their signature, the calendar of events regarding the client portfolio and interaction tools with the broker or agent (with monthly performance metrics and sending of messages to commercials).