Overview
Turning six tools into one — and aligning teams, leadership, and the future of the platform.
Challenges
Four fragmented quoting tools slowed down agents, confused clients, and created massive inefficiencies across the business.
Process
Through internal audits, stakeholder interviews, and rapid prototyping, I mapped and designed a unified quoting experience that aligned product lines and teams.
Impact
The design secured executive buy-in, became a company priority, and projected millions in new revenue within the first three years.
Challenges
Request:
Leadership requested a simplified quoting tool that could unify fragmented systems and position the company for expansion into the life insurance market.
Unforeseen Problems:
Agents used 4 separate tools (2 internal, 2 acquired) with redundant workflows.
Client data had to be re-entered multiple times across systems.
Quote reports lacked consistency and professionalism.
Product teams were maintaining duplicate systems with conflicting logic.
No cohesive design language or cross-platform data reuse.
Fragmented tools damaged brand credibility and slowed growth opportunities.
Process
Step 1: Discovery & Research
Conducted a complete internal audit of all four quoting tools, documenting every flow and UX gap in Figma.
Met with stakeholders from Product, Sales, and Support to uncover core agent pain points and business challenges.
Synthesized insights into shared goals; efficiency, accuracy, and consistency.
Step 2: Design Exploration
Sketched and mapped early navigation and workflow concepts directly in Figma.
Collaborated closely with the PM to define core features and a unified navigation model.
Audited the existing design system, identified missing patterns, and extended it to support multi-product quoting.
Designed flexible components capable of scaling between annuities and life insurance quoting.
Step 3: Prototyping & Validation
Built a high-fidelity, clickable prototype to demonstrate three core user flows:
Navigation – seamless switching between annuities and life insurance.
Filtering & Input – start simple, allow progressive refinement.
Quote Results – summary-first view with optional deep dives via progressive disclosure.
Presented prototype to cross-functional stakeholders to drive alignment and establish shared vision.
Impact
Metrics:
Projected Revenue Increase:
Year 1: $3.45M – $5.45M
Year 3: $7.25M – $11.25M
Established design as a strategic growth driver.
Significantly reduced time to quote through streamlined data input and workflow simplification.
In Closing
Learnings:
Rapid prototyping can unify leadership early and accelerate decision-making.
Visual documentation builds alignment across non-design stakeholders.
Designing a universal tool requires both modular thinking and cross-system empathy.
Strategic design can influence company direction even before engineering begins.
Outcome:
The unified quoting platform became the foundation for Hexure’s quoting modernization strategy; aligning leadership, product, and engineering around a shared vision for the future of insurance technology.
More Works
©
2025
Overview
Turning six tools into one — and aligning teams, leadership, and the future of the platform.
Challenges
Four fragmented quoting tools slowed down agents, confused clients, and created massive inefficiencies across the business.
Process
Through internal audits, stakeholder interviews, and rapid prototyping, I mapped and designed a unified quoting experience that aligned product lines and teams.
Impact
The design secured executive buy-in, became a company priority, and projected millions in new revenue within the first three years.
Challenges
Request:
Leadership requested a simplified quoting tool that could unify fragmented systems and position the company for expansion into the life insurance market.
Unforeseen Problems:
Agents used 4 separate tools (2 internal, 2 acquired) with redundant workflows.
Client data had to be re-entered multiple times across systems.
Quote reports lacked consistency and professionalism.
Product teams were maintaining duplicate systems with conflicting logic.
No cohesive design language or cross-platform data reuse.
Fragmented tools damaged brand credibility and slowed growth opportunities.
Process
Step 1: Discovery & Research
Conducted a complete internal audit of all four quoting tools, documenting every flow and UX gap in Figma.
Met with stakeholders from Product, Sales, and Support to uncover core agent pain points and business challenges.
Synthesized insights into shared goals; efficiency, accuracy, and consistency.
Step 2: Design Exploration
Sketched and mapped early navigation and workflow concepts directly in Figma.
Collaborated closely with the PM to define core features and a unified navigation model.
Audited the existing design system, identified missing patterns, and extended it to support multi-product quoting.
Designed flexible components capable of scaling between annuities and life insurance quoting.
Step 3: Prototyping & Validation
Built a high-fidelity, clickable prototype to demonstrate three core user flows:
Navigation – seamless switching between annuities and life insurance.
Filtering & Input – start simple, allow progressive refinement.
Quote Results – summary-first view with optional deep dives via progressive disclosure.
Presented prototype to cross-functional stakeholders to drive alignment and establish shared vision.
Impact
Metrics:
Projected Revenue Increase:
Year 1: $3.45M – $5.45M
Year 3: $7.25M – $11.25M
Established design as a strategic growth driver.
Significantly reduced time to quote through streamlined data input and workflow simplification.
In Closing
Learnings:
Rapid prototyping can unify leadership early and accelerate decision-making.
Visual documentation builds alignment across non-design stakeholders.
Designing a universal tool requires both modular thinking and cross-system empathy.
Strategic design can influence company direction even before engineering begins.
Outcome:
The unified quoting platform became the foundation for Hexure’s quoting modernization strategy; aligning leadership, product, and engineering around a shared vision for the future of insurance technology.
More Works
©
2025
Overview
Turning six tools into one — and aligning teams, leadership, and the future of the platform.
Challenges
Four fragmented quoting tools slowed down agents, confused clients, and created massive inefficiencies across the business.
Process
Through internal audits, stakeholder interviews, and rapid prototyping, I mapped and designed a unified quoting experience that aligned product lines and teams.
Impact
The design secured executive buy-in, became a company priority, and projected millions in new revenue within the first three years.
Challenges
Request:
Leadership requested a simplified quoting tool that could unify fragmented systems and position the company for expansion into the life insurance market.
Unforeseen Problems:
Agents used 4 separate tools (2 internal, 2 acquired) with redundant workflows.
Client data had to be re-entered multiple times across systems.
Quote reports lacked consistency and professionalism.
Product teams were maintaining duplicate systems with conflicting logic.
No cohesive design language or cross-platform data reuse.
Fragmented tools damaged brand credibility and slowed growth opportunities.
Process
Step 1: Discovery & Research
Conducted a complete internal audit of all four quoting tools, documenting every flow and UX gap in Figma.
Met with stakeholders from Product, Sales, and Support to uncover core agent pain points and business challenges.
Synthesized insights into shared goals; efficiency, accuracy, and consistency.
Step 2: Design Exploration
Sketched and mapped early navigation and workflow concepts directly in Figma.
Collaborated closely with the PM to define core features and a unified navigation model.
Audited the existing design system, identified missing patterns, and extended it to support multi-product quoting.
Designed flexible components capable of scaling between annuities and life insurance quoting.
Step 3: Prototyping & Validation
Built a high-fidelity, clickable prototype to demonstrate three core user flows:
Navigation – seamless switching between annuities and life insurance.
Filtering & Input – start simple, allow progressive refinement.
Quote Results – summary-first view with optional deep dives via progressive disclosure.
Presented prototype to cross-functional stakeholders to drive alignment and establish shared vision.
Impact
Metrics:
Projected Revenue Increase:
Year 1: $3.45M – $5.45M
Year 3: $7.25M – $11.25M
Established design as a strategic growth driver.
Significantly reduced time to quote through streamlined data input and workflow simplification.
In Closing
Learnings:
Rapid prototyping can unify leadership early and accelerate decision-making.
Visual documentation builds alignment across non-design stakeholders.
Designing a universal tool requires both modular thinking and cross-system empathy.
Strategic design can influence company direction even before engineering begins.
Outcome:
The unified quoting platform became the foundation for Hexure’s quoting modernization strategy; aligning leadership, product, and engineering around a shared vision for the future of insurance technology.
More Works
©
2025