Customer Conversion Forms
I built a series of conversion forms while working for Alberta Blue Cross. I had meetings with the manager of Individual Products to discuss the existing process used by their agents. After understanding the needs of the area, I developed a series of client conversion forms that were able to track referrals and drastically improve a paper based process.
- I met with leaders within the IP Sales division of Alberta Blue Cross to discuss the project and record the requirements.
- I developed a prototype to test the functionality was adequate.
- I finished polishing the internal and external forms as well as the associated generated emails after all the required functionality had been tested.
- The conversion forms were placed into implementation.
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