Agency Management Systems
Coterie is an insurance technology company that is rethinking the way small business insurance operates by incorporating speed, simplicity, and service into the commercial insurance experience.
- Situation: The users (agents) had to way of managing their own teams and user permissions for the quoting system. They had to call customer service or their rep to add users or term users.
- Task: I was tasked with creating (UI) for the backend management system
- Action: After designing the initial screens and prototype, I set up Maze to test my hypothesis.
- Result: I delivered a useful tool to the existing agents to manage their own teams vs calling the help desk.