Ameritas
Designed an agent mobile app to boost efficiency, collaborating with cross-functional teams to deliver practical, user-focused solutions. Adhered to HIG, Material Design, and W3C Mobile Accessibility standards. Created wireframes, mockups, and documentation using Sketch, Adobe XD, and Axure, while ensuring brand consistency with web UX teams. Met directly with agents to understand their daily workflows and challenges. Through these conversations, we identified the most critical feature that would significantly enhance their efficiency and enable them to perform their jobs more effectively.
Collaborating with End Users to Uncover Key Needs
Through direct conversations with agents, we uncovered a critical need: the ability to view the status and progress of their cases within the system. This insight led to the design of a streamlined case process feature that helped agents stay organized, work more efficiently, and reduce uncertainty in their day-to-day tasks.
Designing Tools That Strengthen Client Outreach
Designed a feature that improved how agents reach out to clients, making it easier for them to communicate key benefits and recommend the right insurance products. This solution was informed by agent feedback and tailored to support the agents' sales process—helping them build trust, increase engagement, and ultimately close more sales with confidence.
Simplified case management and improved efficiency for Ameritas agents
Redesigned the Ameritas Producer Workbench dashboard to give agents a clear view of new business cases, pending requirements, and benefits. The streamlined layout with Quicklinks and feeds improved navigation, reduced errors, and helped agents work more efficiently.
