Background

• Below are the main findings from 1:1 sessions with 8 of the 16 Lighthouse agencies.
• Feedback has been organized into 4 categories: Persona, General Product Feedback, Feature Specific, and Daily Work Flows.
  • Within each category, there are a set of insights. In order for feedback to become an insight, 5 or more agencies needed to share the sentiment.
  • The results from our BA value survey, as well as recommendations based on findings, are included at the end of this document.
• LH users are defined by the following criteria: 60 PES, 15+ hours per user, $42K monthly premium per user
• “O/A” = Lighthouse Owner/Admin and will be utilized throughout this document.

Additional Resources

• Interview guide here
• Interview snapshots in Figma provide more insights for individual sessions: ‣

Participants

(8/16, 50% of current LH users as of Jan 2023)

-Adam Boca, NCM Insurance

-Martin (Marty) Johnson III, JMW Insurance Solutions Inc.

-Bill Meador, Bill Meador Insurance Agency

-Jennifer Grayson & Demar Wilmoth, DTRT

-Rick Green, Green Insurance