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OVERVIEW

Sureify is developing LifetimeAGENT, a CRM web app for life insurance agents to manage their business, service, sell, and track compensation in a single platform.

I led the team in research and created a notification system that added significant value to this 0 → 1 product, contributing in our first contract with an anchor customer. The MVP is scheduled for release this year.

IMPACT

<aside> 🎉 Boosted agent work efficiency By providing real-time notifications, agents stay informed and organized, resulting in increased productivity and satisfaction.

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<aside> 🎉 30k agents Led to a contract for this product and our API product with an anchor customer, with the MVP scheduled for release this year.

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<aside> 🎉 Sales demo

The feature was prominently showcased in sales demos and is the first functionality mentioned in the promo video on Sureify’s website.

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DISCOVERY

Timely updates enables efficient work planning

Sureify’s existing product suite was insufficient for the demands of insurance agents. Therefore, we are building LifetimeAGENT as a hub to centralize and expand the agent-specific tools we offer.

To determine the MVP requirements, we conducted exploratory user research:

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From interview insights, we discovered the following user needs:

<aside> 🧐 For business - insurance carriers Need a communication channel to inform agents about product updates, new sales strategies, emergency alerts, and more.

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<aside> 🧐 For end users - insurance agents

After analyzing the competitive analysis, we decided to address user needs by:

<aside> 💡 Creating a notification system that: