Outstand

Six years embedded in a compliance-driven marketing platform serving some of the largest brands in insurance, wealth management, and real estate.

challenge

Outstand was a marketing platform for independent agents at large national brands in insurance, wealth management, and real estate. Agents chose it for its simplicity, but in practice they commonly misused the provided content or ignored it altogether. That created real legal exposure for the brands behind them, and made it hard for Outstand to demonstrate its value to the enterprise clients paying for it.

solution

I led research and design work to understand who these users actually were, how they behaved, and why key features weren't landing. What I found drove everything that came after: a design system built to scale compliance, not just consistency, and a content infrastructure that gave agents the freedom to personalize without putting brands at risk.

The core tension was simple: agents wanted to sound like themselves, brands needed to control what went out under their name. The answer was a digital asset manager of pre-approved content that agents could actually make their own, adding their own voice through the email composer while staying within brand guardrails. Transamerica, one of the platform's largest clients, is an example of that system at work — their content, their brand standards, available to any agent on the platform without legal exposure.

Brands got compliance. Agents got a personal touch. The result: zero lawsuits related to content among agents using the platform.