Lead UI/UX Designer (end-to-end)

• Owned UX strategy, IA, core user flows, interaction patterns, and high-fidelity UI across iOS + Android

• Designed the key surfaces (dashboard, client snapshot, quoting/enrollment, activity, messaging) and established reusable components for consistency

• Partnered closely with product, engineering, and stakeholders to scope releases and deliver build-ready specs

The Problem

Insurance agents don’t work at a desk—they work between appointments, in the car, on calls, and under time pressure. They need to:

1. Move from client → quote → enrollment without jumping tools or losing context.

2. Stay organized (tasks, notes, policies, recent activity) while managing a growing book of business.

3. Communicate and document work compliantly, including call recording and compliant marketing messages.

4. Do it all securely and quickly on mobile (SSO + modern sign-in expectations).

In short: agents needed a single, mobile workflow hub that matched how top agents actually work—fast, simple, and compliant.

The Solution

We designed Integrity for Agents as a mobile-first platform that brings the agent’s most common activities into one app:

1) One place to work: CRM + quoting + eApp

• Integrated Quote & eApp across products/carriers, with “Quick Quote in 10 seconds” positioned as a speed benchmark for the experience.

• Single Sign-On to reduce friction and keep agents moving.

2) Clarity at a glance: dashboards that keep agents on track

• Client Snapshot + Task List for instant priorities

• Policy Snapshot for status without digging

• Recent Activity stream for continuity and follow-through

• Reminders + custom notes to prevent dropped balls

3) Built-in relationship tools, designed for compliance

• Client Connect to send compliant marketing messages via email/text

• Client Sync to collect key consumer health information in a structured way

4) Mobile features that match real agent life

• Compliant call recording and an activity center to support regulated workflows on the go

• Biometric sign-in (Face ID / fingerprint) for faster secure access

• “Remote-ready” interactions agents explicitly valued—reviewers called out the app’s simple layout, at-a-glance numbers, and quick check-in style actions for routing leads.

Key UX Decisions (What I optimized for)

• Speed under pressure: minimized steps, kept primary actions prominent, and reduced re-entry of information across flows (client → quote → app).

• Progressive disclosure: dashboards show what matters now; deeper details live one tap away (policy, activity, notes).

• Consistency + learnability: repeatable patterns across CRM, policies, and activity so agents can start with “little to no training.”

• Trust & compliance: ensured communication and call workflows supported the compliance posture described by the platform.

Results / Impact

• Integrity reports that agents using MedicareCENTER submit 79% more apps than those who don’t.

• Public reviews highlight usability wins like simple layout, metrics at a glance, and quick “check-in” style interactions that help agents operate remotely.