MY ROLE: Senior UX/UI Product Designer
THE CHALLENGE: Agents managing both private and commercial insurance accounts needed a single, navigable interface for complex policy data and bids — in a highly regulated industry where accuracy is non-negotiable.
MY APPROACH: Consolidated complex policy data into a unified, role-appropriate interface Streamlined quote-to-bind workflows to reduce time-on-task and agent error rates Designed for compliance and clarity — ensuring every interaction reflected industry standards Conducted usability testing with agents to validate workflow assumptions before development IMPACT: Delivered a trusted application that simplified high-stakes policy management and new bids for agents across private and commercial lines.
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