top of page

Dashboard UX Design: For business efficiency of independent insurance agents

My Clients Mockup 1.png


Project level Goal: Design an intuitive portal that allows independent insurance agents to efficiently communicate and quickly customize policy information with new customers, and provide essential services to existing customers.

Practice level Goal: Help client (an insurance provider) build lasting partnerships with independent agents who represent and deliver the client's solutions to customers.


Built a functioning hi-fidelity prototype as a proof-of-concept in 7 days, based on initial research and requirements provided by client.


Sole UX Designer, I was conducting user interviews (on the claims experience) for the client as a research consultant, when this High priority, tight timeline design requirement came up.
A designer at heart, I volunteered as tribute and shifted gears to designer mode.


Good news: It was very well received by the client, I received a job offer based on this.

Bad news: My job offer was rescinded and the position was taken off the table. I do not have information about whether the concept became an actual product.

(P.S.- If you are looking for high-impact projects, you should read about the time I redesigned the Walmart Academy App which touched the lives of 1 million+ users and was presented at the White House!)

Project Overview



The client provides insurance to homeowners, business owners, and landlords via independent agents.


Independent agents work with multiple insurance carriers, and there is fierce competition amongst carriers for agents’ business. Providing agents with an efficient and intuitive portal experience is essential to the client's growth.


​Process Overview:

  • Research Analysis

  • Discovery

  • User Flow           

  • Sketch

  • Wireframe

  • Prototype


  • Sole UX Designer (Me) receiving research data from analytics team.

  • Reported to Chief Innovation Officer (stakeholder)




Project Duration:

  • 7 days



Tools used:

  • Figma

  • Figjam


Key Solution Elements

Andover 13.png

Final Result

My Clients Mockup 2.png
Design Process



What I achieved at this stage:

  • Visually represented gathered data for analysis and drafted information architecture.

  • Partnered with the client's analytics team to understand and interpret initial user research to make key design decisions.

  • Asked the stakeholder tons of clarifying questions and established a great working relationship!


This is what I found from initial research analysis:

Andover 5.png

The client wanted a 'homepage' that told independent agents a story about the client,


Research was telling me that is NOT what the users are looking for!

Andover 10.png
Andover 7.png

Initial homepage-y sketches and brainstorming, before I decided to investigate!


Something was not adding up.

The homepage had a lot of client-related information which was not needed for the users to reach their goal, and would slow them down = BAD USER EXPERIENCE.


I decided to investigate further.


  1. Time constraint: Deadline in <7days.

  2. Privacy constraints: Lack of competitive data available freely.

Andover 8_edited.png

Leveraged social media and industry network to understand the insurance industry and it's common practices better.

Spoke to 3 participants who worked in insurance and their organizations had one thing in common: a DASHBOARD experience for agents, instead of a 'homepage'.

User Flow


What I achieved at this stage:

  • For 1 user profile (of an independent insurance agent), I mapped 3 main tasks and 2 supplementary tasks on Figjam.

  • Recommended additional features, based on discovery and research.

Design Principles

Before starting on the actual designs, I decided to lay down the design principles for this project:

Andover 6.png


My sketching process was experimental and even iterative, a lot like the Crazy 8s. 

Andover 10.png


My wireframes were iterative and created on Figma. 

Dashboard- Recent Activity.png

Agents can provide services like claim submissions to 'Current Clients' and quote 'New Business', and access client insurance resources easily.

Focus is on important numbers that the agents need to see immediately.

In this iteration, I have moved the 3 main workflows to the top of the page and the numbers have moved to the left pane.

Client support options and alert features have also been added.

Version 2.png
My Clients 3.png

Busy agents can come back to their incomplete tasks quickly with saved progress. 

Clients can be searched using multiple identifiers and the 'Submit a claim' button is very easily accessible and visible with a highlighted button.


My Clients Mockup 1.png

I learned a lot about managing tight deadlines and designing dashboards efficiently on this project. Please reach out if you would like to chat further about it!

Selected Projects

My Clients Mockup 2.png

Oct 2022

Secure portal for insurance agents to conduct business efficiently

UX Design, user flows, data visualization, hi-fidelity prototyping, Figma. greenfield project, sole UX Designer, insurance industry


Jan to June 2021

Product Strategy and Content Design

Walmart Academy App Redesign : Learning Services

retail learning design, strategy, nano learning, Adobe Experience Manager, ADDIE, Agile project management 

cover pic.png

Oct to Dec 2022

Service and Learning Design

Mayor's Office, City of Boston

civic tech, accessibility workshop facilitation, Figma, service design, instructional design, UX design

May 2022

Prototyping and Interaction Design

Class Project: Mobile healthcare application

healthcare application, Figma, sketches, rapid prototyping, wireframing, usability testing

Login new 5.png
Left login.png

Sep to Dec 2022

Multi-Modal Product Design

Class Project: Haptic eyewear to increase road safety

haptic wearable, Arduino uno, research documentation, functional analysis, morphological chart, physical product prototyping, usability testing

bottom of page