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Vertafore

Product Design, Visual Design, User Research and Prototypes

Services Provided

Vertafore provides software solutions for independent insurance agencies and brokers, MGAs, and carriers that help them better manage their businesses and processes to grow revenue and be more profitable.

Product Management

I’ve worked on-site with Vertafore for more than 12 months. I work directly with product owners to define product details.

User Research

During my time with Vertafore, I’ve spoken to 20+ insurance users to validate my designs for usefulness and usability.

Product Design

While working with Vertafore, I’ve been tasked with coming up with innovative ideas to help their users create proposals.

Visual Design

After validating ideas with users and product owners, I was tasked with taking my designs and applying the Vertafore visual design style.

Project Highlights

I’ve been working with Vertafore since 2017. I’ve worked on site with their internal UX team as an embedded expert to help design the next version of their insurance proposal builder. I was tasked with performing user interviews, create detailed findings reports, design concepts for testing, build prototypes and product design. 

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