Modern Life
AI-enabled life insurance brokerage empowering financial professionals to deliver superior outcomes for their clients.
2024-26
VP of Design
2022-24
Head of Design
2021-22
Design Director
Bringing the future to life insurance
Buying life insurance is a complex and consequential decision, which is why 90% of policies are still sold through trusted advisors. Yet, advisors are burdened by scattered tools, manual processes, and frequent delays. We rebuilt the sales journey to be faster, clearer, and more human to help more families get the financial protection they deserve.
$2B+
Life insurance coverage facilitated via platform
+85
NPS — top percentile for wealth management
Agency Management System
Helping advisors supercharge their practice
Our platform streamlined the process from quote through coverage, giving advisors with a unified view of cases across carriers and product type. Unlike existing tooling, the platform provided a seamless collaborative experience across teams and devices.
3x
Weekly sessions per user average vs. 1-2x for similar platforms
+10
Disparate tools replaced by one platform
AI Workflows
Integrating intelligence, intentionally
From early experimentation onward, we took a disciplined approach to enhancing the platform with AI. Rolling reviews of chatbot transcripts revealed where advisors most expected richer capabilities. Quoting continuously surfaced as the biggest opportunity to speed the time from intake to application.
90%
Chatbot helpfulness achieved from 68% through prompt tuning based on data review
2x
Faster quoting across carriers than the historical industry standard tool
Express Decision
Just make it easy
A flagship capability launched to vastly expedite the underwriting experience for advisors, their clients, and underwriters. Built on integrations with a reinsurer and third-party data providers, it meant translating a web of business and compliance requirements into a sleek flow for all end users.
With a tight knit team, defined the experience end to end, from naming and value prop framing through the final launched product design and supporting backstage workflows.
We initially thought
Speed
was the key benefit
Through research, we learned
Convenience
was more important to our users
Setting the bar, raising the bar
Established a set of experience principles, published as Modern Life's design philosophy and used to onboard every new hire. From critiques to roadmap reviews, these principles equipped the team with a shared language for what quality looks and feels like for our end users.
