Business Details
Your Trusted UX Design Partner in New York
For over two decades, we have pioneered human-centered design solutions that bridge the gap between business objectives and user needs in the insurance and financial services industries. Our interdisciplinary team combines empathetic research, strategic innovation, and bold design to create digital experiences that drive measurable results. By prioritizing user insights and maintaining transparent partnerships, we help leading carriers, brokerages, and fintech innovators modernize legacy systems, accelerate product launches, and build lasting customer relationships. Our test-and-learn methodology ensures efficient problem-solving while our collaborative culture fosters long-term value creation for both clients and end-users. 
Services
UX Research
Digital Product Design
Strategy Development
Website Redesign
Design Systems
User Testing
Innovation Workshops
Experience Mapping
Front-End Development
Product Roadmapping
Highlights and features
- We bring 20+ years of specialized experience in insurance and financial services UX design
- Our evidence-driven empathy approach uncovers actionable user insights
- We collaborate with industry leaders like Chubb, MetLife, and Travelers
- Our interdisciplinary teams deliver end-to-end digital product solutions
- We combine design thinking with measurable business outcomes
What people say
Exceeded expectations
Fantastic experience
Knocked it out of the park
Smart and insightful
Energetic partnership
Services
UX Research
Our evidence-driven empathy approach uncovers deep user insights through customer journeys, personas, and usability testing. We help insurance and financial institutions understand behavioral patterns to inform design decisions. Our research methodology combines qualitative interviews with quantitative analysis to create actionable roadmaps for digital transformation.
Digital Product Design
We craft intuitive digital interfaces for insurance portals, financial platforms, and mobile applications. Our designs balance aesthetic appeal with functional efficiency to improve user engagement and conversion rates. From agent portals to customer self-service tools, we create cohesive experiences across all digital touchpoints in the insurance lifecycle.
Strategy Development
Our strategic framework aligns business goals with user needs through CX visioning, product roadmaps, and innovation workshops. We help clients prioritize digital initiatives that deliver measurable ROI while maintaining user-centric focus. Our approach includes market analysis, capability assessment, and implementation planning for sustainable transformation.
People
Josh Levine
Founder, CEO
Josh leads strategic vision while maintaining hands-on involvement in client projects. With two decades of experience in design thinking, he specializes in bridging business objectives with user needs through innovative digital solutions.
Kate Muth
Head of Experience Strategy
Kate directs strategic initiatives that combine user research with business goals. She specializes in transforming complex insurance processes into intuitive digital experiences through evidence-based design methodologies and cross-functional collaboration.
Emily Cardineau
Director of Content Marketing
Emily leads content strategy and thought leadership initiatives. Her research-driven approach translates complex financial concepts into accessible insights that inform both client projects and industry discourse.
Questions
What industries do you specialize in?
We focus primarily on insurance and financial services, helping clients modernize digital experiences while addressing the unique challenges of these regulated industries.
How do you approach user research?
Our evidence-driven empathy methodology combines qualitative interviews, usability testing, and behavioral analysis to uncover actionable insights that inform design decisions.
Can you help with legacy system modernization?
Yes, we specialize in transforming legacy insurance platforms through user-centered redesigns that improve efficiency while maintaining compliance with industry regulations.
What engagement models do you offer?
We provide flexible engagement models including project-based partnerships, ongoing retainers, and design thinking workshops tailored to specific client needs and organizational maturity levels.
Reviews (2)
Patricia Higgins
Nov 02, 2013
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Our company hired AI to assist in our digital strategy and I worked very closely with the AI consultants. These people really know their stuff. They are so intelligent and fully comprehend the digital space from all aspects. I have a high respect for them and highly recommend them to any company that wishes to start, redefine, and/or grow their digital presence.
Matt Reynolds
Nov 02, 2013
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I consulted with AI on a site for a documentary film. The staff could not have been more enthusiastic, knowledgeable and easy to work with. A+
