Surround Insurance UI and Brand Libraries Project Overview Timeline: 2019 – 2024Tools: Figma + Lingo Platform: Web, print, video Deliverables: Figma UI library and Lingo App brand asset library My role: Create and maintain the Figma UI library and the brand asset library. The asset library was used by marketers, agents, interns, and the founders.… Continue reading Insurance UI and Brand Libraries
Category: UX/Web
Protected: Insurance Brand
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Protected: Agency Branding
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Protected: Treatment Process Pitch
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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 Discover Problem statement:… 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 Prospects
Surround Prospect Quote Flow Project Overview Timeline: 2019 – ongoing Tools: Adobe XD, Photoshop, Illustrator, After Effects Platform: In house developers Deliverables: Full mockups, Animation, interactive prototype My role: Design and test a quote flow that is fast and easy to use, while also going at a pace the user expects. This page deals primarily… Continue reading Insurance Prospects
Insurance Presentations
Presentations for Interns Three part presentation to acclimate interns to the world of property/casualty insurance and the unique products Surround Insurance offer.
Protected: Diabetic Device
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