Insurance Platform

Specialty Insurance Agency

Customer acquisition, onboarding, and agency operations, connected across one insurance platform.

Client: Specialty Insurance Agency
Industry: Insurance Technology
Platform: Web

The Specialty Insurance Agency homepage's Performer audience view, with primary navigation, audience tabs for Performer, Mobile Vendor, and Music, Photos, & Event Planners, and a hero banner inviting performers to get a policy quote. — The public homepage, tailored to one of three audiences the agency serves — performers, mobile vendors, and event professionals — each with its own path into a quote.

Overview

Specialty Insurance Agency is a connected web platform that supports the complete customer journey, from discovering insurance products and requesting a quote to agency-side policy management and ongoing customer service.

The platform combines public marketing, customer onboarding, and internal operational tools into one cohesive experience.

Challenge

The platform serves multiple users with very different goals. Prospective customers need clear information, confidence, and a straightforward path to requesting coverage; agency staff need efficient tools for reviewing submissions, managing policies, and supporting customers. The challenge was designing experiences that feel connected while remaining optimized for each audience.

My role and approach

I was the product designer for Specialty Insurance Agency, responsible for the platform end to end: the public marketing site, the customer quote and onboarding flow, and the internal dashboard agency staff use to manage policies and support customers. The work wasn't just interface design — it was designing one continuous path from a stranger's first visit to the agency's day-to-day operations.

The Specialty Insurance Agency 'Meet the Team' page, listing agency staff with photos, titles, and social links alongside an About Us sidebar and office hours. — The agency's team, introduced by name — part of the public site's case for trusting a boutique agency with a policy.

The Get a Policy Quote form, with a Vendor policy type selected and fields for business name, contact information, account credentials, and mailing address. — Requesting a quote: a single guided form that adapts to Performer, Vendor, or Event Planner, collecting exactly what each policy type needs.

The agency-side customer account dashboard's Documents tab, listing policies, certificates, and applications with status labels, issue dates, and downloadable PDFs. — From the agency side: every policy, certificate, and application a customer has on file, organized and searchable in one dashboard.

The agency-side customer account dashboard's Applications tab, listing performer insurance applications with Accepted, Paid, Unpaid, and Rejected status labels. — Application status, tracked end to end — from submission through payment to a final decision.

Outcome

A single connected platform: customer acquisition, onboarding, and agency operations unified into one product experience, rather than separate tools for separate audiences.

Specialty Insurance Agency reinforced something I keep relearning: one product can serve completely different audiences without ever feeling like two products bolted together. A customer needed to feel confident enough to hand over their information and trust the coverage would be there when they needed it. Agency staff, looking at the same platform from the inside, needed speed and organization — the ability to move through submissions and policies without friction.

That's what stayed with me. Designing either side well meant never treating it as just a screen — it meant designing the whole service, start to finish, for two very different people meeting in the same place.

View the Figma design file (opens in a new tab)