Insurance Agent Dashboard


Client

Client: Birla Sun Life Insurance

My Role: UI Designer

Background

Birla Sun Life Insurance is one of India's leading insurance companies. Their agents use an internal application on tablet devices to manage the customers. To keep them motivated, the company wishes to have a new look & feel to its interface.

Project Objective

Design a user-friendly dashboard that would allow insurance agents to track their customers' details and sales progress more efficiently.


First Iteration

Gathered client requirements by interviewing three agents and translated them into feature components. Created an initial design and gathered important client feedback for the next iteration.

User Research

Second Iteration

Created a color palette and redesigned components to focus on the feedback.

Strategy

Third Iteration

In the final iteration, the design was polished into the final product with a better color palette.

Designing

Next Steps

The company's design system adopted the final high fidelity prototype. The design language generated, helped create the insurance agent's dashboard.