Some of my favorite projects
01 · Insurance · 2024–2025 · UX/UI & Interaction Design Lead · Anonymized (NDA)
Quoting, rewired.
How do you redesign a tool everyone uses but nobody trusts?
This project started with a tool that advisors technically needed, but no longer trusted. The quotation platform was central to the sales process: advisors used it to configure plans, compare scenarios and prepare client-facing proposals. In practice, many of them had moved part of that work to Excel because the legacy system crashed, felt rigid and created doubts around whether the final output would match what they had configured. My role was to help rethink the experience from the ground up: understand how advisors actually sell, define the interaction architecture of the new quoting flow and design how AI should support the process without taking control away from the user. The result was a mobile-first quotation experience with AI-powered recommendations, real-time comparison, validation logic and clearer proposal generation. After validation, the tool moved from a negative NPS to a strongly positive one, with a 90.2 SUS score.