Pathpoint
Initially contracted through Upperstudy, I joined as the first designer and played a strategic role in defining a modern paradigm for getting insurance.
After 3 years, the business scaled to offer 5 products in 7 verticals and was growing MAU by 17% MoM and gross premium by 16% MoM for 2022. Here are a few things I worked on as the lead designer.
Pathpoint
Initially contracted through Upperstudy, I joined as the first designer and played a strategic role in defining a modern paradigm for getting insurance.
After 3 years, the business scaled to offer 5 products in 7 verticals and was growing MAU by 17% MoM and gross premium by 16% MoM for 2022. Here are a few things I worked on as the lead designer.
Pathpoint
Initially contracted through Upperstudy, I joined as the first designer and played a strategic role in defining a modern paradigm for getting insurance.
After 3 years, the business scaled to offer 5 products in 7 verticals and was growing MAU by 17% MoM and gross premium by 16% MoM for 2022. Here are a few things I worked on as the lead designer.
Scaling a complex insurance transaction
Scaling a complex insurance transaction
Scaling a complex insurance transaction
Increasing speed to profit by giving agents autonomy with a simplified experience
Pathpoint streamlined the application form for insurance quoting and aimed to do the same for binding an insurance option. Users valued speed and efficiency when it came to finding their clients insurance so they can make profit.
As the lead designer through three iterations, I was key to identifying user needs and balancing regulations with business goals while stakeholders rotated out of the team.
We launched a self-serve workflow for users that scales as Pathpoint expands its insurance products and is flexible enough to meet the different vertical requirements. As a result, operational efficiency increased for our Ops team so users could get their clients coverage within a day (rather than days) with the help of automation.
Contributions
End-to-end design
Design strategy
Product discovery
Information architecture
Remote team
Product manager
Engineers (2)
Ops
Sales
Increasing speed to profit by giving agents autonomy with a simplified experience
Pathpoint streamlined the application form for insurance quoting and aimed to do the same for binding an insurance option. Users valued speed and efficiency when it came to finding their clients insurance so they can make profit.
As the lead designer through three iterations, I was key to identifying user needs and balancing regulations with business goals while stakeholders rotated out of the team.
We launched a self-serve workflow for users that scales as Pathpoint expands its insurance products and is flexible enough to meet the different vertical requirements. As a result, operational efficiency increased for our Ops team so users could get their clients coverage within a day (rather than days) with the help of automation.
Contributions
End-to-end design
Design strategy
Product discovery
Information architecture
Remote team
Product manager
Engineers (2)
Ops
Sales
Increasing speed to profit by giving agents autonomy with a simplified experience
Pathpoint streamlined the application form for insurance quoting and aimed to do the same for binding an insurance option. Users valued speed and efficiency when it came to finding their clients insurance so they can make profit.
As the lead designer through three iterations, I was key to identifying user needs and balancing regulations with business goals while stakeholders rotated out of the team.
We launched a self-serve workflow for users that scales as Pathpoint expands its insurance products and is flexible enough to meet the different vertical requirements. As a result, operational efficiency increased for our Ops team so users could get their clients coverage within a day (rather than days) with the help of automation.
Contributions
End-to-end design
Design strategy
Product discovery
Information architecture
Remote team
Product manager
Engineers (2)
Ops
Sales
Classifying a business confidently
Classifying a business confidently
Classifying a business confidently
Uncovering user needs to win a supplier's trust
A top-rated supplier raised concerns about letting users classify their clients, becoming a blocker to finalizing an integration. Users didn't always know how to classify businesses, impacting their ability to deliver to clients and disrupting the Ops workflow due to misclassifications.
In 5 weeks, we introduced class code descriptions in the class of business page within the multi-step insurance form.
As a result, reduced 40% of support tickets and the feature gain Pathpoint credibility within the industry.
Contributions
End-to-end design
Design strategy
Research
Remote team
Product manager
Engineer
Uncovering user needs to win a supplier's trust
A top-rated supplier raised concerns about letting users classify their clients, becoming a blocker to finalizing an integration. Users didn't always know how to classify businesses, impacting their ability to deliver to clients and disrupting the Ops workflow due to misclassifications.
In 5 weeks, we introduced class code descriptions in the class of business page within the multi-step insurance form.
As a result, reduced 40% of support tickets and the feature gain Pathpoint credibility within the industry.
Contributions
End-to-end design
Design strategy
Research
Remote team
Product manager
Engineer
Uncovering user needs to win a supplier's trust
A top-rated supplier raised concerns about letting users classify their clients, becoming a blocker to finalizing an integration. Users didn't always know how to classify businesses, impacting their ability to deliver to clients and disrupting the Ops workflow due to misclassifications.
In 5 weeks, we introduced class code descriptions in the class of business page within the multi-step insurance form.
As a result, reduced 40% of support tickets and the feature gain Pathpoint credibility within the industry.
Contributions
End-to-end design
Design strategy
Research
Remote team
Product manager
Engineer
📍 Oakland, CA