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Protected: Insurance Brand
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Insurance Agent Portal
Surround Agent Portal Project Overview Timeline: 2019 – ongoing Tools: Adobe XD Platform: Inhouse developers Deliverables: A portal that is part of the B2B2C strategy that supports agents selling the modern insurance products millennials and gen Z are looking for. My role: Encourage agents to use the online portal instead of calling/emailing Simulate the search… Continue reading Insurance Agent Portal
Insurance Admin Portal
Surround Admin Portal Years: 2019 – ongoingMy role: Functionality improvements About: Based on conversations with admins, craft improvements for the admin portal to make it work better without a total overhaul. The admin system is a robust portal that allows users to create referral URLs with complex attributes for customers and partner agencies. Notable: This… Continue reading Insurance Admin Portal
Insurance Members’ Portal
Surround Insurance Member’s Portal Project Overview Timeline: 2019 – ongoing Tools: Adobe XD, Photoshop, Illustrator Platform: In house developers Deliverables: Full mockups, user experience research, interactive prototype My role: The member portal of most insurance sites is an under-utilized resource. Many members look once to twice a year, typically to answer coverage questions or find… Continue reading Insurance Members’ Portal
Insurance Documents
Surround Insurance – Print Marketing Client: Surround InsuranceYears: 2019 – ongoingMy role: Art Direction / Branding / Production About: In addition to managing the website, videos, and some online marketing efforts, I produced many downloads and handouts for Surround. Early Handout Handout made available as a download to people interested in Surround but with little… Continue reading Insurance Documents
Econo Lodge Manager’s Conference
Econo Lodge Manager’s Conference Client: Econo LodgeYears: 2014 – 2017Agency: Genius RocketMy role: Directing / Art Direction / Motion graphics About: Kick-off video for Econo Lodge’s managers conference. Notable: Features music by Canadian Invasion.