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Unified Digital Platform for Healthcare Insurance Broker Engagement and Content Management
  1. case
  2. Unified Digital Platform for Healthcare Insurance Broker Engagement and Content Management

Unified Digital Platform for Healthcare Insurance Broker Engagement and Content Management

clockwork.com
Insurance
Healthcare
Financial services

Identifying Challenges in Disjointed Digital Experiences for Insurance Brokers and Consultants

The client manages over 20 separate websites for their broker and consultant audiences, resulting in inconsistent user experiences, poor content governance, decreased trust, and barriers to self-service. These issues impede efficient information sharing, harm sales relationships, and fail to meet modern digital user expectations, creating critical barriers for internal sales teams and external partners.

About the Client

A global healthcare insurance provider with multiple regional websites and a diverse broker and consultant network seeking to streamline its digital experience.

Goals for Creating a Cohesive Digital Ecosystem for Healthcare Insurance Engagement

  • Consolidate multiple disparate domains into a single, unified digital platform to enhance the user experience for brokers and consultants.
  • Develop a human-centered content strategy tailored to the needs of brokers, general agents, and consultants.
  • Create an interim connection strategy to unify existing information sources aligned with target audiences.
  • Design a phased roadmap for long-term development of a seamless, scalable digital experience aligned with current technology initiatives.
  • Establish a robust and scalable information architecture with comprehensive content governance to ensure relevance and accuracy across all markets and business units.

Core Functional and Technical Requirements for the Unified Digital Platform

  • Multi-domain consolidation into a single accessible platform
  • Human-centered user experience design catering to diverse broker and consultant needs
  • Interim content connection layer aligning disparate information sources
  • Phased roadmap supporting incremental development and deployment
  • Scalable, flexible information architecture supporting market-specific needs
  • Comprehensive content governance framework for consistent, relevant content updates

Technology Preferences for Building the Unified Insurance Digital Platform

Scalable cloud-based architecture
Modern web development frameworks supporting responsive design
Content management systems enabling multi-brand governance
Data analytics tools for user behavior insights

External System Integrations for Enhanced Functionality

  • Analytics platforms for user engagement measurement
  • Content aggregation tools to connect multiple information sources
  • Customer relationship management (CRM) systems
  • Single sign-on (SSO) authentication systems

Non-Functional System Requirements for Performance and Security

  • System scalability to support future growth and additional domains
  • High system availability with 99.9% uptime
  • Data security and compliance with healthcare and insurance regulations
  • Fast page load times and responsive design standards

Projected Business Outcomes of the Unified Digital Platform

Successful implementation aims to consolidate over 20 domains into a single, cohesive digital experience, significantly improving user trust and engagement, reducing content management complexity, and supporting self-service capabilities. Expected benefits include enhanced operational efficiency, increased broker and consultant satisfaction, and a positive impact on sales relationships and revenue growth.

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