Progressive Insurance

Increasing Engagement with Tactical Prompts

Agent Rewards is Progressive's channel sales incentive program, with over 200,000 active participants.

This project was new business; migrating Agent Rewards onto PerformX from another vendor. Several product enhancements were needed to match the features of their previous system.

My Involvement

Pre-sales and RFP
Gap analysis
Journey mapping
UI Design
Prototyping
Copywriting

Objectives

Improve engagement by requiring participants to manually enroll in promotions.

Add new functionality to the promotion setup wizard, to enable grouping of related promotions.

Design the participant-facing expression of the new functionality in such a way that participants would experience grouped promotions as a single, unified incentive.

Outcomes

Worked iteratively with the client to rapidly design a streamlined self-enrollment experience.

Minimized dev resources needed to implement the enrollment feature by leveraging UI components and interaction patterns that were similar to existing product features.

Devised strategy to deliver an MVP version of the grouping feature using existing functionality. This freed-up developers, helping the team hit launch deadlines—and bought time for UX to properly iterate on final designs.

Challenges

To deliver on the KPI of increased engagement, the participant experience for self enrollment needed a strong call-to-action, and clear indications of enrollment status. We learned that participants might see a large number of promotions at the same time so there was a risk of the enrollment UI becoming repetitive and distracting from other information on the page. The enrollment process needed to be quick, but there was also a lot of information to communicate to ensure participants were making a deliberate, informed choice.