Case studies

BuddyIns · Insurance

Unveiling the Layers of Digital Strategy for LTCi Insurance

BuddyIns educates people on Long Term Care Insurance in a community environment and connects those looking to implement a LTC plan with their network of specialist partners. More than ten percent of the U.S. population is caring for a family member who is in the midst of a health crisis. BuddyIns is dedicated to those 40 million family caregivers providing extended care to a loved one.

ClarityFrom ideas to concrete plans
AlignmentAcross all stakeholders
FocusResources optimzed
Client
BuddyIns
Industry
Insurance
Engagement
3 Months

digital transformation

The journey begins much before a single line of code is written

While digital transformation is often hailed as the catalyst for business evolution, the journey begins much before a single line of code is written. In the case of Buddy Insurance, a leader in Long-Term Care (LTC) insurance solutions, the key to a seamless transition lay in a well defined digital strategy. At Agilno, we understood that setting a clear roadmap was crucial. In this case study, we delve into the digital strategy, the keystone to the monumental transformation that would redefine Buddy Insurance’s digital landscape.

Process

the challenge

Turning ambiguous spreadsheets into a user-friendly application

For Buddy Insurance, the primary challenges included managing an Excel model that was used for quoting and planning the LTC, a repository of training resources, sales tools, and community information. The absence of a cohesive digital strategy made this hard to discover and use.

We needed to
Define clear pathways for information accessibilityIdentify opportunities for automation and self-serviceStrategize the introduction of new revenue streamsDesign user engagement models
Old excel

Phase 1

Market & Stakeholder Research

We conducted an in-depth review of competitors’ digital solutions, from their UI/UX design to features, and beyond. Then, we organized one-on-one interviews with Buddy Insurance’s internal team helped gain valuable insights into their workflow, expectations, and requirements. Personas are always a critical step – segmenting users based on behavior patterns and goals, outlining different personas to inform the entire digital strategy.

Competitive AnalysisStakeholder InterviewsUser Personas
Persona

Phase 2

Process Mapping

Current State Analysis – Our team studied Buddy Insurance’s existing processes, identifying bottlenecks and opportunities for improvements.Future State Definition – We laid out a visionary yet achievable future state, replete with digitized solutions and automated functionalities.Gap Analysis – Agilno analyzed the gaps between the current and future states, which informed our prioritization strategy.
Gap

Phase 3

Business model planning

Revenue Stream Identification – Based on market research and stakeholder interviews, we identified new potential revenue streams.Cost-Benefit Analysis – We conducted a financial model to understand the ROI of implementing different elements of the digital strategy.
Process
Team
1 Project Manager1 Product Manager1 Solution Architect1 Product Designer
Services
Product StrategyTechnology Consulting
Components
High Level DesignProduct DefinitionProduct Roadmap
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Bring us the idea, the roadmap gap, or the operational bottleneck.

Start with discovery. We’ll help you understand what to build, what should wait, and where technology can create the clearest value. If we build it with you, we don't stop at launch. We stay on to improve it, adapt it, and help it grow with the business.

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Sara Rehman
Growth & Strategy