My role: UX Researcher, Design Strategy, Product Designer

Tools: Figma, Notion, Adobe CC

This startup supports health insurance agents in the United States by simplifying how they communicate insurance information to their clients. The platform offers brokers and agencies a comprehensive view of the small group health insurance landscape, enabling informed decision-making.

What We Were Solving For Admin-level Insurance Advisors and General Agents lacked real-time data and tools to manage users, employer groups, and broker activity, creating inefficiencies that hindered sales and operations. Large GAs, structured with admins, agents, and assistants working under one agency, needed a unified product that catered to the distinct priorities of each role. Role-based access was essential to ensure users could focus on their responsibilities while maintaining a streamlined and cohesive system.

Why This Problem Was Important General Agents (GAs) faced challenges due to limited real-time data, leading to inefficiencies, missed opportunities, and difficulties adapting in a competitive market. With large GA organizations composed of diverse roles—admins, agents, and assistants—role-based access was necessary to address each group’s unique needs while ensuring functionality within a single platform.