Vertafore Mobile

Productivity App for Producers (Insurance)- Visual design of productivity app for mobile and tablet to help producers on the go. A companion to the management system Vertafore Agency Platform, Vertafore Mobile provides an on-demand tool to access all the information needed to manage customer accounts from your mobile device. Making use of an intuitive user interface, Vertafore Mobile provides a view into client and contact details, policy information including declaration page views, recent claims summaries, upcoming renewals, download documents, notes, activities and suspenses. My work included competitive audit research, design partner sessions with prototype, iterative design and ongoing user feedback.