Homeowners Insurance Company

Project Objectives & Challenges

Led digital product development and optimization across underwriting, claims, customer self-service, insurance documentation, and enterprise data platforms.

My work spanned 0→1 product development, optimization of existing platforms, product strategy and roadmaps, business analysis, UX, Agile delivery, integrations, testing, implementation, and post-launch support.

Product Management & Leadership

Led optimization of B2B homeowners insurance quoting and underwriting platforms integrated with complex business rules, targeting 80% reduction in underwriter workload, $20M in additional annual business capacity, and $1M in operational cost savings.
Established product priorities across business, customer, and technical needs, aligning stakeholders and cross-functional teams around roadmap and delivery objectives.
Led 0→1 product development across discovery, requirements, roadmaps, backlogs, offshore delivery, integrations, testing, implementation, and hypercare.
Led transformation from fax-based to digital insurance documentation submission, reducing processing from days to minutes, accelerating claims payouts by approximately 50%, and freeing approximately 80% of claims-adjuster capacity.
Led product, UX, and workflow optimization across claims, customer-facing, and internal insurance platforms.

Product Design & Delivery

Directed information architecture, user journeys, application interfaces, prototypes, and end-to-end workflows across B2B and B2C insurance products.
Created a comprehensive UI/UX Style Guide to establish consistency across an object-oriented product ecosystem.
Led Agile delivery including backlog prioritization, refinement, sprint planning, demos, retrospectives, and cross-functional coordination.
Developed product documentation including user stories, use cases, process flows, data dictionaries, business logic, and technical requirements.
Directed UAT, SIT, defect resolution, release validation, change management, and hypercare.

Data, Content & Reporting

Led development of a data management solution encompassing system architecture, external integrations, legacy CMS platforms, and supporting documentation.
Oversaw company reporting and supported AEM-based content and help experiences.
Created Power BI reporting using DAX.

Featured Products & Work

B2B Homeowners Insurance Quoting & Underwriting Platform

Led 0→1 product development and a full transformation of the homeowners insurance underwriting process, redesigning and automating workflows to reduce manual underwriting effort, increase capacity, and support more business written.

Owned the complete functional scope and product requirements across homeowners insurance products, translating complex underwriting rules and business processes into a new digital experience. Designed the end-to-end product experience and created a new comprehensive UI/UX Style Guide to establish consistent interaction and design standards across the platform.

Served as Product Manager, Scrum Master, and delivery lead, guiding an in-house development team from discovery and requirements through design, development, testing, implementation, and release. Led stakeholder relationships, user testing, backlog and delivery management, and created comprehensive product and technical documentation.

The redesigned underwriting process was projected to deliver more than $1M in annual underwriting-effort savings while significantly increasing capacity for new business.

Connect: 0→1 Insurance Documentation Submission Product

Led the product from discovery and requirements through roadmap, UX, in-house and off-shore development, integrations, testing, release, cross-functional implementation, launch, and hypercare. The solution replaced fax-based documentation submission with a digital workflow.

Legacy Agency Management Platform

Led a feature update for the legacy agency management platform, coordinating requirements, development, testing, and delivery with an offshore development team.

Enterprise Data & Reporting

Led development of data-management capabilities supporting insurance operations and decision-making. Designed and developed Power BI reports and dashboards, including hands-on DAX programming, data modeling, and visualization.