Bestow Agent Platform
ROLE
Design Lead
TIMELINE
Q3 2023 – Q2 2024
As Design lead, I worked closely with Product and Business stakeholders to define the overall strategic vision, conduct deep research, and execute highly quality designs for a zero-to-one platform offering. We worked across the agent, customer, and admin product surfaces to create an end-to-end scalable platform that set the foundation for Bestow’s successful pivot from direct-to-consumer to B2B SaaS technology for life insurance carriers.
Outcomes
This initiative set the foundation for Bestow’s successful pivot from direct-to-consumer to scalable B2B SaaS technology for life insurance carriers. As a result, the business was able to land and expand multiple top 10 life insurance carriers with new platform offerings, and enabled the revenue team to enter serious conversations with other clients.
Within a year, Bestow hit $40.6M in Enterprise ARR ($35.5M expected), a 150% YoY growth, completely replacing the direct-to-consumer business.
One client went from losing business due to outdated technology to becoming #4 in the market as measured by policy volume.
Key metrics
- 30,000 applications submitted in the first 6 months
- 7,000 active agents
- Enterprise ARR grew from $10M → $18M in the first quarter post-launch