Insurtech • SaaS • B2B • B2C
Insurtech • SaaS • B2B • B2C
Quandri - designing human-centered AI platform for insurance
Quandri - designing human-centered AI platform for insurance
Quandri - designing human-centered AI platform for insurance
From reactive workflows to an intelligent AI platform shaping how brokers work every day.
From reactive workflows to an intelligent AI platform shaping how brokers work every day.
From reactive workflows to an intelligent AI platform shaping how brokers work every day.
My Role
My Role
My Role
Founding Designer
Founding Designer
Founding Designer
Industry
Industry
Industry
Insurance Tech
Insurance Tech
Insurance Tech
Timeline
Timeline
Timeline
2023-2025
2023-2025
2023-2025
Where we are today
When I joined Quandri, insurance brokerages were still buried in manual processes.
Brokers spent hours each day chasing renewals, comparing quotes, and replying to frustrated clients - while AI was just beginning to enter the conversation.
Two years later, Quandri became one of Canada’s leading AI-first platforms for insurance, powering the daily workflows of 5 of the 10 largest brokerages, reducing manual work by 65%, and improving client retention by 30%.
I helped build that transformation - from research to release - leading the design vision, shaping the product architecture, and defining how AI could feel intuitive, trustworthy, and human.
Where we are today
When I joined Quandri, insurance brokerages were still buried in manual processes.
Brokers spent hours each day chasing renewals, comparing quotes, and replying to frustrated clients - while AI was just beginning to enter the conversation.
Two years later, Quandri became one of Canada’s leading AI-first platforms for insurance, powering the daily workflows of 5 of the 10 largest brokerages, reducing manual work by 65%, and improving client retention by 30%.
I helped build that transformation - from research to release - leading the design vision, shaping the product architecture, and defining how AI could feel intuitive, trustworthy, and human.
Where we are today
When I joined Quandri, insurance brokerages were still buried in manual processes.
Brokers spent hours each day chasing renewals, comparing quotes, and replying to frustrated clients - while AI was just beginning to enter the conversation.
Two years later, Quandri became one of Canada’s leading AI-first platforms for insurance, powering the daily workflows of 5 of the 10 largest brokerages, reducing manual work by 65%, and improving client retention by 30%.
I helped build that transformation - from research to release - leading the design vision, shaping the product architecture, and defining how AI could feel intuitive, trustworthy, and human.
#1
#1
#1
AI-first Insurance Platform 🇨🇦
AI-first Insurance Platform 🇨🇦
AI-first Insurance Platform 🇨🇦
65%
65%
65%
Reduced manual work
Reduced manual work
Reduced manual work
30%
30%
30%
Increase in Retention
Increase in Retention
Increase in Retention
The Renewal Intelligence Platform (2025)
The Renewal Intelligence Platform (2025)
The Renewal Intelligence Platform (2025)
Designing the intelligent broker’s day
Our goal was simple: make AI an invisible assistant that works seamlessly through a broker’s day - anticipating needs, surfacing insights, and saving time.
To understand the nuances of how brokers actually worked, I spent months interviewing and shadowing them.
Research & Insights
40+ user interviews with brokers, CSRs, and executives from independent and enterprise brokerages.
Full-day workflow shadowing - documenting when they check Epic, what interrupts them, and how long each task takes.
Competitor audits of insurtech tools like Applied, Salesforce, and Vertafore to uncover gaps in user trust and workflow cohesion.
Data analysis with PMs to identify which renewal types created the biggest service delays or churn risk.
I turned these findings into a timeline model of a broker’s day - mapping each pain point and identifying where AI could create leverage.
This framework became the blueprint for the Renewal Intelligence Platform, a unified interface where AI, automation, and human oversight coexisted.
Designing the intelligent broker’s day
Our goal was simple: make AI an invisible assistant that works seamlessly through a broker’s day - anticipating needs, surfacing insights, and saving time.
To understand the nuances of how brokers actually worked, I spent months interviewing and shadowing them.
Research & Insights
40+ user interviews with brokers, CSRs, and executives from independent and enterprise brokerages.
Full-day workflow shadowing - documenting when they check Epic, what interrupts them, and how long each task takes.
Competitor audits of insurtech tools like Applied, Salesforce, and Vertafore to uncover gaps in user trust and workflow cohesion.
Data analysis with PMs to identify which renewal types created the biggest service delays or churn risk.
I turned these findings into a timeline model of a broker’s day - mapping each pain point and identifying where AI could create leverage.
This framework became the blueprint for the Renewal Intelligence Platform, a unified interface where AI, automation, and human oversight coexisted.
Designing the intelligent broker’s day
Our goal was simple: make AI an invisible assistant that works seamlessly through a broker’s day - anticipating needs, surfacing insights, and saving time.
To understand the nuances of how brokers actually worked, I spent months interviewing and shadowing them.
Research & Insights
40+ user interviews with brokers, CSRs, and executives from independent and enterprise brokerages.
Full-day workflow shadowing - documenting when they check Epic, what interrupts them, and how long each task takes.
Competitor audits of insurtech tools like Applied, Salesforce, and Vertafore to uncover gaps in user trust and workflow cohesion.
Data analysis with PMs to identify which renewal types created the biggest service delays or churn risk.
I turned these findings into a timeline model of a broker’s day - mapping each pain point and identifying where AI could create leverage.
This framework became the blueprint for the Renewal Intelligence Platform, a unified interface where AI, automation, and human oversight coexisted.
How we got here - the design journey
How we got here - the design journey
How we got here - the design journey
Phase 1: Renewal Reviews & Control Room (2023)
Phase 1: Renewal Reviews & Control Room (2023)
Establishing trust through visibility
The first version of Quandri focused on automation setup.
I designed the Control Room, where users configure AI agents to read policy data from Epic, define automation thresholds, and review what was completed vs. what required human approval.
My process:
Created high-fidelity interactive prototypes in Figma to simulate AI decision flows before any code.
Tested prototypes with pilot brokerages to gauge trust in automation transparency.
Collaborated with engineers to design progressive AI summaries that explain not just “what” changed but “why.”
Impact:
Establishing trust through visibility
The first version of Quandri focused on automation setup.
I designed the Control Room, where users configure AI agents to read policy data from Epic, define automation thresholds, and review what was completed vs. what required human approval.
My process:
Created high-fidelity interactive prototypes in Figma to simulate AI decision flows before any code.
Tested prototypes with pilot brokerages to gauge trust in automation transparency.
Collaborated with engineers to design progressive AI summaries that explain not just “what” changed but “why.”
Impact:
Establishing trust through visibility
The first version of Quandri focused on automation setup.
I designed the Control Room, where users configure AI agents to read policy data from Epic, define automation thresholds, and review what was completed vs. what required human approval.
My process:
Created high-fidelity interactive prototypes in Figma to simulate AI decision flows before any code.
Tested prototypes with pilot brokerages to gauge trust in automation transparency.
Collaborated with engineers to design progressive AI summaries that explain not just “what” changed but “why.”
Impact:
80%
80%
80%
Fewer Manual Checks
Fewer Manual Checks
Fewer Manual Checks
#1
#1
#1
End-to-End Design System
End-to-End Design System
End-to-End Design System
10
10
10
Branches in Successful Deployment
Branches in Successful Deployment
Branches in Successful Deployment
Phase 2: Policy Requoting (2024)
Phase 2: Policy Requoting (2024)
Designing for proactive intelligence
Once automation was stable, we shifted toward predictive capability.
Policy Requoting taught AI to identify rate increases, trigger comparisons, and recommend alternative carriers automatically.
My process:
Conducted comparative UX analysis of existing quoting systems to uncover cognitive overload issues.
Designed AI comparison screens showing premium deltas, coverage differences, and confidence scores.
Prototyped the end-to-end requoting flow in Figma, ran moderated usability sessions with 12 brokers, and refined logic based on their decisions.
Impact:
Designing for proactive intelligence
Once automation was stable, we shifted toward predictive capability.
Policy Requoting taught AI to identify rate increases, trigger comparisons, and recommend alternative carriers automatically.
My process:
Conducted comparative UX analysis of existing quoting systems to uncover cognitive overload issues.
Designed AI comparison screens showing premium deltas, coverage differences, and confidence scores.
Prototyped the end-to-end requoting flow in Figma, ran moderated usability sessions with 12 brokers, and refined logic based on their decisions.
Impact:
Designing for proactive intelligence
Once automation was stable, we shifted toward predictive capability.
Policy Requoting taught AI to identify rate increases, trigger comparisons, and recommend alternative carriers automatically.
My process:
Conducted comparative UX analysis of existing quoting systems to uncover cognitive overload issues.
Designed AI comparison screens showing premium deltas, coverage differences, and confidence scores.
Prototyped the end-to-end requoting flow in Figma, ran moderated usability sessions with 12 brokers, and refined logic based on their decisions.
Impact:
94%
94%
94%
Faster Quoting Speed
Faster Quoting Speed
Faster Quoting Speed
15%
15%
15%
More Proactive Renewals
More Proactive Renewals
More Proactive Renewals
Phase 3: Connect (2024–2025)
Phase 3: Connect (2024–2025)
Bringing empathy to automation
Communication was still the most human - and time-consuming - part of the workflow.
I designed Connect, an AI-powered email composer that writes personalized renewal communications in the broker’s tone.
My process:
Conducted A/B testing between generic AI copy vs. contextualized versions referencing client policies.
Designed tone controls so agencies could customize voice per client segment.
Used real content testing with brokers to measure trust and authenticity in generated emails.
Impact:
Bringing empathy to automation
Communication was still the most human - and time-consuming - part of the workflow.
I designed Connect, an AI-powered email composer that writes personalized renewal communications in the broker’s tone.
My process:
Conducted A/B testing between generic AI copy vs. contextualized versions referencing client policies.
Designed tone controls so agencies could customize voice per client segment.
Used real content testing with brokers to measure trust and authenticity in generated emails.
Impact:
Bringing empathy to automation
Communication was still the most human - and time-consuming - part of the workflow.
I designed Connect, an AI-powered email composer that writes personalized renewal communications in the broker’s tone.
My process:
Conducted A/B testing between generic AI copy vs. contextualized versions referencing client policies.
Designed tone controls so agencies could customize voice per client segment.
Used real content testing with brokers to measure trust and authenticity in generated emails.
Impact:
20
20
20
Minutes Saved Per Email
Minutes Saved Per Email
Minutes Saved Per Email
3x
3x
3x
More Outreach Volume
More Outreach Volume
More Outreach Volume
+28%
+28%
+28%
Improved Client Satisfaction
Improved Client Satisfaction
Improved Client Satisfaction
Prospect call video snippet:
A short clip from a call where the prospect’s own CEO enthusiastically starts selling Quandri to their team - the kind of mind-blowing moment I live for! Their reaction says more about how much clients love the product than any pitch ever could.
Prospect call video snippet:
A short clip from a call where the prospect’s own CEO enthusiastically starts selling Quandri to their team - the kind of mind-blowing moment I live for! Their reaction says more about how much clients love the product than any pitch ever could.
Prospect call video snippet:
A short clip from a call where the prospect’s own CEO enthusiastically starts selling Quandri to their team - the kind of mind-blowing moment I live for! Their reaction says more about how much clients love the product than any pitch ever could.
Designs:
Bringing empathy to automation
Communication was still the most human — and time-consuming — part of the workflow.
I designed Connect, an AI-powered email composer that writes personalized renewal communications in the broker’s tone.
My process:
Conducted A/B testing between generic AI copy vs. contextualized versions referencing client policies.
Designed tone controls so agencies could customize voice per client segment.
Used real content testing with brokers to measure trust and authenticity in generated emails.
Impact:
Phase 4: Renewal Intelligence Platform (2025)
Phase 4: Renewal Intelligence Platform (2025)
Unifying everything into explainable AI
This was the culmination of all prior work: a single interface where brokers could see, understand, and manage everything their AI agents did.
My process:
Led design system expansion across dark/light modes for complex enterprise use.
Partnered with PMs to define AI explainability framework - visual confidence states, color-coded risk levels, and full audit trails.
Designed executive-level dashboards for brokerage leaders to monitor adoption and ROI metrics.
Outcome:
Unifying everything into explainable AI
This was the culmination of all prior work: a single interface where brokers could see, understand, and manage everything their AI agents did.
My process:
Led design system expansion across dark/light modes for complex enterprise use.
Partnered with PMs to define AI explainability framework - visual confidence states, color-coded risk levels, and full audit trails.
Designed executive-level dashboards for brokerage leaders to monitor adoption and ROI metrics.
Outcome:
Unifying everything into explainable AI
This was the culmination of all prior work: a single interface where brokers could see, understand, and manage everything their AI agents did.
My process:
Led design system expansion across dark/light modes for complex enterprise use.
Partnered with PMs to define AI explainability framework - visual confidence states, color-coded risk levels, and full audit trails.
Designed executive-level dashboards for brokerage leaders to monitor adoption and ROI metrics.
Outcome:
30%
30%
30%
Higher Client Retention
Higher Client Retention
Higher Client Retention
5/10
5/10
5/10
Top Brokerages Scaled
Top Brokerages Scaled
Top Brokerages Scaled
$12M
$12M
$12M
Funding Secured
Funding Secured
Funding Secured
My personal impact
My personal impact
My personal impact
Strategic Influence
Strategic Influence
Strategic Influence
Shaped Quandri’s AI experience strategy from inception - defining the philosophy of “human-in-the-loop” automation that still drives the company.
Worked closely with founders to translate business priorities into design outcomes that improved adoption and retention metrics.
Shaped Quandri’s AI experience strategy from inception - defining the philosophy of “human-in-the-loop” automation that still drives the company.
Worked closely with founders to translate business priorities into design outcomes that improved adoption and retention metrics.
Shaped Quandri’s AI experience strategy from inception - defining the philosophy of “human-in-the-loop” automation that still drives the company.
Worked closely with founders to translate business priorities into design outcomes that improved adoption and retention metrics.
Research & Validation
Research & Validation
Research & Validation
Built and moderated all user interview frameworks, from open discovery to post-launch usability testing.
Synthesized qualitative insights with quantitative adoption data to prioritize roadmap decisions.
Built and moderated all user interview frameworks, from open discovery to post-launch usability testing.
Synthesized qualitative insights with quantitative adoption data to prioritize roadmap decisions.
Built and moderated all user interview frameworks, from open discovery to post-launch usability testing.
Synthesized qualitative insights with quantitative adoption data to prioritize roadmap decisions.
Design Craft & Tools
Design Craft & Tools
Design Craft & Tools
Designed, animated, and tested end-to-end prototypes using Figma Make & Lovable, ensuring alignment between design and data science teams.
Established the design system, unifying 200+ components for cross-product scalability.
Designed, animated, and tested end-to-end prototypes using Figma Make & Lovable, ensuring alignment between design and data science teams.
Established the design system, unifying 200+ components for cross-product scalability.
Designed, animated, and tested end-to-end prototypes using Figma Make & Lovable, ensuring alignment between design and data science teams.
Established the design system, unifying 200+ components for cross-product scalability.
Collaboration
Collaboration
Collaboration
Partnered daily with engineers to design feasible AI logic visualizations.
Collaborated with PMs and data analysts to track impact - from churn reduction to agent time saved.
Partnered daily with engineers to design feasible AI logic visualizations.
Collaborated with PMs and data analysts to track impact - from churn reduction to agent time saved.
Partnered daily with engineers to design feasible AI logic visualizations.
Collaborated with PMs and data analysts to track impact - from churn reduction to agent time saved.
Impact Summary
Impact Summary
Impact Summary
4x
4x
4x
Faster Quote Turnaround
Faster Quote Turnaround
Faster Quote Turnaround
+30%
+30%
+30%
Client Retention
Client Retention
Client Retention
65%
65%
65%
Reduced Renewal Processing Time
Reduced Renewal Processing Time
Reduced Renewal Processing Time
94%
94%
94%
Reduced Manual Quoting Effort
Reduced Manual Quoting Effort
Reduced Manual Quoting Effort
5
5
5
Biggest CA Agencies Onboarded
Biggest CA Agencies Onboarded
Biggest CA Agencies Onboarded
$12M USD
$12M USD
$12M USD
Funding Raised
Funding Raised
Funding Raised