SME — Need Analysis Tool
A guided needs-analysis PWA that walks small and medium businesses through their risk profile and recommends appropriate cover. Built for an HDFC Bank SME team for improved customer retention and engagement on multiple business insurance products
Role
Drove the product from discovery to launch — stakeholder interviews, competitive analysis, roadmap and feature prioritization.
Outcomes
- — Generated 1200+ valid leads in first 6 months of launch
- — Launched as a PWA serving SME advisors across India
- — Standardized need-analysis flow for business insurance recommendations


