AgencyZoomSenior Product Designer·Insurance SaaS
AgencyZoom is a sales-and-retention platform for insurance agencies. Its drag-and-drop pipeline already knew where every household stood, but agents still wrote the same follow-ups by hand. I designed the lifecycle automation and notification center that made the pipeline act on its own — move a household to the next stage and the right sequence of emails, texts and tasks starts, visible on the card and editable on a single map.
I redesigned filters and saved views so a team could say exactly who a journey should reach, and built the semantic design system that later carried the product into Vertafore after its acquisition. The same screens scale from a solo agent to an agency of fifty producers, with the upgrade surfaced at the moment a second person would actually help.
- Product design
- Workflow automation
- Lifecycle & CRM
- Filters & segmentation
- Design system
- Design tokens
- Prototyping
Live and clickable — explore it, or press “Play demo” inside for a guided tour.
Agents sold the policy, then wrote the same welcomes, review requests and renewal reminders by hand. The pipeline knew which stage every household was in; nothing used that knowledge. The job was to make the stage itself the trigger, so the right sequence starts the moment a card moves — and stays visible and pausable on that card, because agents only trust automation they can see.
Most accounts start with a single agent, so growth depends on them adding producers. Rather than hide that behind a pricing page, the upgrade surfaces inside the moments a second person would help — assigning a lead, sharing a saved view, comparing results — and everything the agent already built carries over when the team grows.
I’m always open to discussing new projects, creative ideas, or opportunities to be part of your visions. Just reach out!