Results
- 30K+policies processed
- 16+insurers connected
- 950+insurer feedbacks a month
- 70%+of accounts are promoters with 300+ agents
The problem
Agents logged into seven insurer portals a day and quoted by hand in Excel. Fewer than 5% kept digital records, so renewals slipped by unseen.
Interviews with agents and founders who'd sold insurance for 25+ years. Three pivots, each one tested with early-adopter agents and demoed to insurers like Chubb and Sura.
Key decisions
- 01
Renewals first
The dashboard opens on what agents never saw before: upcoming renewals, insurer connections, commissions and pending feedback.
Agents live by renewals. The product pivoted from helping people find agents to running the agent's workflow.
- 02
Paid to say why
Insurers fund rewards for agents who report why a quote won or lost. Agents earn more; insurers get market insight they never had.
- 03
The bot does the matching
Each insurer sets an appetite. PIAA, the platform's bot, matches it to agents' renewals and sends offers on its own.
- 04
System first, then mobile
I built the first design system with the developers, then moved the agent flow to the phone so offers don't expire.
Desktop before mobile: over 90% of insurers work on desktop.
More screens
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