Distribution strategy / Agent experience / Quoting
I led UX and product design for a direct-entry quoting experience, working through the places where agent momentum meets registration and compliance.
Ownership & collaboration
I owned the end-to-end product design of the ABAIS quoter, working with product owners, product managers, developers, users, and stakeholders.
A quoting portal is also a distribution strategy.
The existing ProCision experience was tied to Progressive’s distribution model. Coverage Collective was an opportunity to design a more independent entry point and support a broader product offering.
The design challenge extended beyond quoting: direct registration, licensing, agency compliance, and roles for both licensed agents and non-licensed support staff.
I advocated for an experience where agents could explore quoting before completing all agency registration requirements. Binding remained connected to approval and required documentation.
The tradeoff Some users may start a quote before they can bind. The experience needs to make that distinction explicit.
Ambiguous labels make a pipeline harder to understand. I worked on an account-centered dashboard and explicit status language so agents could tell what was in progress and what needed action.
The tradeoff More information-architecture work upfront, rather than preserving familiar but unclear labels.
Workers’ compensation class codes can create a long selection task. Keyword search was the proposed interaction over a large scrolling dropdown.
The tradeoff Additional search behavior to specify and validate against agents’ language.
I documented deferrals for secondary metrics, help-center experiences, and final branding so the core registration-to-quote workflow could stay in focus.
The tradeoff The first release could feel less complete, requiring a visible record of what was deliberately deferred.
Selected archival screens from Coverage Collective and ProCision show the interface work around access, eligibility, quote review, and purchase.
Qualitative outcomes
The critical design work was deciding where value begins and where verification belongs.
I used agent feedback, prototype reviews, and collaboration with product and engineering to shape the experience. My focus was making the direct-entry model understandable without losing the compliance requirements underneath it.
Next, I would validate the dashboard’s organization across different agency sizes, make registration progress visible in the product, and measure where quoting and binding diverge.
These archival screens illustrate selected design work, rather than a chronological release sequence.