As the UX Research resource for the team, I was tasked to lead the initiative.
Internal Interviews: After looking at the data and reading through the previous research, I decided to interview subject matter experts and listen to the service calls. These two activities helped me understand:
1. The complexity involved in auto policy coverage changes
2. Nature of most frequently received change requests
3. Gauge knowledge and understanding of customers about coverages and insurance needs
With this preliminary knowledge, I organized a design workshop session bringing stakeholders and designers together to come up with the design solution for the feature.
Workshop Participants: SMEs, Product Owner, Tech Lead, Design Leads, Business Analyst.