Intelligent Producer Toolbox
AI-Powered Assistance
Producer Toolbox (PTB) is a web platform built for insurance brokers to manage clients, quotes, commissions, and task workflows. After evaluating the product’s usage patterns, I redesigned the experience to include AI-powered assistance that helps brokers work faster, follow up more effectively, and make better revenue-driven decisions.
My Role: As Principal Product Designer, I researched broker workflows, designed AI-powered quick actions, and optimized navigation patterns — reducing task completion time by an estimated 60–70%. I also developed smarter dashboards with AI-assisted insights to enhance overall user experience.
Why AI?
Brokers manage multiple policies, clients, renewals, and quotes while tracking commissions and follow-ups. This often leads to:
Time wasted navigating menus
Missed follow-ups and expired quotes
Unclear commission trends and revenue blind spots
AI removes these pain points by automating prioritization, predicting risk, and recommending the next best action — transforming PTB from a passive dashboard into an intelligent sales engine.
Key AI Features Designed for PTB
1. AI-Generated Quick Action Suggestions
AI learns individual user behavior and generates contextual quick links. The system also predicts tasks based on time, patterns, and workload that adapts to each broker.
Benefits:
✔ Reduces navigation steps by up to 60%-70%
✔ No searching through menus — actions come to the user
✔ Increases task completion speed and accuracy
This shifts PTB from a click-driven UI → to a predictive action interface.
2. AI Predictive Alerts & Opportunity Risk Forecasting
The system reviews historical and engagement patterns to predict which quotes, applications, or renewals may stall or convert. AI alerts brokers early, helping protect revenue and prevent missed opportunities.
Benefits:
✔ Reduces missed opportunities
✔ Improves renewal retention
✔ Creates proactive workflows
AI-Enhanced Commission Intelligence
3. Turn commission data into revenue insight.
The prediction gives brokers future commission visibility, enabling proactive planning. With confidence scoring and projected growth, they can prioritize renewals, target profitable carriers, and act on new opportunities early.
Benefits:
✔ Better forecasting accuracy
✔ Improved revenue strategy
✔ More informed decision-making
Outcomes & Impact
Quantitative Results and Feedback
60–70% faster task completion with AI-generated quick actions
Improved follow-ups with predictive alerts, increasing proactive engagement by ~40%.
Smarter decision-making: brokers can act on data-driven commission forecasts and quote risk insights.
High trust and adoption: confidence scores, transparent AI reasoning, and concise UI elements enhanced usability.
Reflection & Learnings
Nothing is perfect — there are always opportunities to improve.
What went well
Early intervention led to higher follow-up rates and reduced missed revenue opportunities.
Product, engineering, and design teams collaborated closely to define AI requirements, ensuring feasibility and alignment with broker workflows.
Frequent design reviews and sprint demos allowed the team to refine AI features
Users reported the system felt intelligent and supportive, rather than overwhelming.
Challenges
Inconsistent or incomplete client and quote data sometimes limited prediction accuracy.
Brokers initially hesitated to act on AI recommendations without understanding reasoning.
Required confidence scores, clear alerts, and explanations to build trust.
Needed to ensure AI guides decisions, not enforces them.