Insurance Company
Call Reports
I was responsible for redesigning the Call Reports feature, a tool enabling underwriters to document agency outreach, record performance-related interactions, and identify follow-up actions, replacing reliance on Salesforce to reduce licensing costs.
I leveraged Liberty Mutual’s existing design system for consistency while introducing new UI components to handle unique interaction needs, later integrating these elements back into the system for future reuse.
I transformed the legacy Salesforce-based process, which was costly, inconsistent, and cumbersome, into a modern, and cohesive in-house application, improving navigation, discoverability, and reducing cognitive load for underwriters.
Sales Moratorium
I was responsible for redesigning and enhancing the Sales Moratorium feature, a tool used to manage and automate underwriting restrictions across lines of business during events such as natural disasters or fraud alerts, improving clarity, efficiency, and usability for underwriters.
Applied Liberty Mutual’s existing design system to ensure visual consistency while introducing new UI components and interaction patterns to address gaps, later integrating these additions back into the design system for future scalability.
I transformed outdated, cluttered interface (limited filtering, inconsistent styles, and dense data presentation) into a modern, and visually cohesive experience, improving navigation, discoverability, and reducing cognitive load for underwriters.
Variants
As a product designer, I provided variations for filters, tabs, and navigation to explore the most intuitive and efficient way users interact with core functionality. Offering variations allows stakeholders to compare usability trade-offs and ensures we select the design that best aligns with user behavior and business goals. This approach supports a user-centered process, reduces assumptions, and leads to a more informed, data-backed final design.
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