Protect Advisor
Overview
Empowering US insurance advisors with a high- fidelity AI cockpit for automated compliance and client management.
The Problem
Advisors were spending more time on paperwork than on protecting their clients.
Protect Advisor solves the fragmentation in the modern advisor workflow. By integrating real-time market data with deep AI risk assessment, the platform allows licensed professionals to manage complex portfolios with absolute precision, ensuring that no client renewal or regulatory update is ever missed.
Design Process
From research to execution, our process transforms complexity into intuitive experiences. We design with purpose, so advisors can act faster, smarter, and with confidence.
Who are we designing for?
Behind every insurance workflow, there are real people with real frustrations. I started by understanding who they were — before deciding what to build.
Building the Blueprint
Structure precedes design. I defined the full app hierarchy first ensuring every feature had a logical home before a single screen was created.
Final UI
