Digital Onboarding & Knowledge Access
A digital onboarding program that helps new insurance brokers understand the product range, get started with their business tools, and find key information quickly.
Launch video I produced to introduce the program internally. French audio.
The challenge
New brokers had a lot to absorb at once: the product offer, the business tools, and where to find the right information. The goal was to make that first stretch easier to navigate.
My role
I led the design and coordination of the program. Roughly 80% of my time went to project management and coordination, 20% to content design and production.
- Gathered and framed needs with business teams and sales leadership
- Designed the learning path
- Coordinated contributors, trainers, and subject-matter experts
- Set up, published, and monitored the program on the LMS
- Supported the rollout and ongoing improvements
Design decisions
- Organized the program around the three things new brokers need first: the offer, the tools, and access to information.
- Presented the product range as an interactive catalog that brokers can explore on their own.
- Produced a short video to announce the program’s launch.
The solution
A structured digital learning path combining modules and digital resources, an interactive product catalog, and a launch video.
Outcomes & learnings
2.5× more new hires trained and activated.
This figure reflects the onboarding effort as a whole, shared with the business teams. It is not attributed to the learning materials alone.
- Information Architecture
- Learning Design
- Cross-functional Collaboration
- Project Delivery

