Insureio Technologies
Senior Editor Digital Media
September 2012 - Present
- UI/UX Lead
- Mobile-first front-end design
- Graphic design
- Email marketing
- Video production & motion graphics
- UI/UX Lead
- Mobile-first front-end design
- Graphic design
- Email marketing
- Video production & motion graphics
Insureio began as a spin-off of our internal customer management and insurance quoting tool. In the latter half of 2012 we began developing a proper CRM with plans to integrate multi-carrier quoting tools, comprehensive lead capture and marketing capabilities, and a robust suite of management systems for both agents and agencies.
My initial roles were to provide graphics support to the lead designer and developers, build a library of transactional and marketing email templates, and produce video content including tutorials, walk-throughs, and promotions.
Soon I would assume the role of lead front-end designer and in collaboration with our lead developer be responsible for the maintenance for all our web properties including the planning, design, and development of new features.
We integrated with various insurance carriers to deploy first-of-kind life insurance quoting processes and back-end policy management tools.
Near the end of 2023, I began leading the full end-to-end redesign of the Insureio CRM as our development team was updating our back-end framework from an AngularJS codebase to Angular 17. We recently deployed the latest version of the Insureio app for beta testing.
Pinney Insurance Center, Inc.
Videographer
February 2012 - Present
- Web design/management
- Video production & motion graphics
- Email marketing
- Graphic design
- Portrait photography
- Web design/management
- Video production & motion graphics
- Email marketing
- Graphic design
- Portrait photography
My initial role at Pinney Insurance was to create engaging video content to help drive our SEO efforts and round out our marketing team. This would be my official title moving forward, though my responsibilities would morph into that of a front-end designer.
My time is typically split between Insureio and Pinney Insurance were I build and manage our web properties (wordpress and static landing pages), produce occasional video, lead our email marketing efforts, design graphics, and perform various photography needs.
Our email marketing efforts include a weekly newsletter to a list of about 60k recipients employing Litmus tools for design and QA and Sendgrid for email delivery.
Skills
Web Design
Email Marketing
Video
HTML/CSS
Javascript
Data Analysis
Digital Marketing
Graphic Design
Google Ads
Certificates
Hobbies
- Wordpress Development
- Webmaster
- Baseball/Softball
- Private Pilot (almost)
In my spare time I enjoy sports, specifically baseball. I play in a recreational softball league and on a competitive tournament team. I also enjoy golfing and Olympic recurve archery.
I’ve recently passed my FAA written test and begun flight training. I hope to pass my checkride soon and become a private pilot.
I manage a shared web server and a few websites for various local archery organizations as side projects including the State Archers of California, El Dorado Hills Bowmen, and a recent new eCommerce build for Wilderness Archery, a retail shop in Northern California. I’m an AWWA certified Backflow Prevention Assembly Tester and also help run a small weekend backflow testing business with my dad.
Portfolio
Video
- Insureio - Quote, Collect, Secure
- Advanced Sales Academy | Learn How to Sell Insurance Online
- Insureio Video Tutorials
- Insureio "ProTips"
- CRM for Insurance Agencies: 'Insureio'
- Exciting News - EZLife Insureio Upgrade
- Converting Life INsurance Leads - Drip Marketing
- Insurance Sales Evolving
- Get the Pinney Insurance Life Quotes App
- Pinney Insurance - The Future of Web Communication 2.0
- Annuities: Shore Up Your Retirement
- You Only Need One - Life Insurance Matters
- Scholarship Contest Dead End Job
- Dog Catcher
- Scholarship Contest Burger Flipper
- Scholarship Contest Battlefield
- Scholarship Contest with Ryan Pinney
- $6,000 Student Csholarship Contest
- Fatherhood - Why It's Good to be Dad
- Father's Day Spending
- How to Buy Life Insurance
- Life Insurance Part 1 - Online Quote
- Life Insurance Part 2 - The Insurance Application
- Life Insurance Part 3 - Medical Examination
- Life Insurance Part 4 - Underwriting
- Life Insurance Part 5 - Accepting the Policy
- Walk MS Folsom 2013: Trusted Quote Team's Awesome Event Video
- Why do newlyweds need life insurance?
- M.S. Walk Teaser
- Life Insurance for Diabetics: Get Approved
- Mike's Story: Life Insurance & Diabetes
- Heather's Story: What's it Like to Be a Mom, Wife, and Diabetic?
- Steve's Story: A Life Insurance Agent with Type 1 Diabetes
- Insure Your Love Today - TrustedQuote
- Life Insurance for Women - TrustedQuote
- Why do single moms need life insurance?
- Why do mothers need life insurance?
- Life Insurance and TrustedQuote: Learn, Buy, Thrive
- The Break Up - A Place Called Sacramento Audience Choice Award Winning Short Film
Web
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insureio.com
I maintain, add, and update pages as needed.
-
Learn to Sell Insurance Online - Landing page
Designed, built, and deployed this landing page for lead-capture.
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NAILBA - Landing page
Designed, built, and deployed this landing page for promotion during an event and lead-capture.
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Insureio Academy
I rebuilt this documentation resource for the Insureio platform from scratch.
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insurancedivision.com
Insurance division is a turnkey marketing resource provided to Insureio users. I completed this complex and dynamic website with the help of our software developer.
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trustedquote.com
Designed, built, and deployed this consumer-facing lead-capture website.
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pinneyinsurance.com
I maintain, add, and update pages as needed.
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EZLife Sales - Landing page
Landing page built for education and lead-capture.
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Pinney Insurance Mobile App - Landing page
Simple landing page designed to promote our new mobile app.
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Pinney Insurance Annuities - Landing page
A product-specific landing page built for lead-capture and agent education.
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calarchery.net
This project for the State Archers of California was built on the wordpress platform and is the go-to website for competetive archers in the state of California to find upcoming events and view tournament results.
-
eldoradohillsbowmen.com
This wordpress website was built to give the club a way to handle online memberships and modernize their web presence.
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robertmacksf.org
This static website was a brand new design for the Robert Mack Scholarship Foundation. They wanted to be able to digitize their application process and modernize their web presence.
Graphic Design
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The Innovator's Edge eBook
Assisted our copywriter with design and development.
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Insurance Sales in the 21st Century eBook
Assisted our copywriter with design and development.