Within large learning platforms, individual progress often feels isolated and invisible to peers. The challenge was to design a screen that could increase visibility, competition, and a sense of accomplishment without overwhelming the user.
Within large learning platforms, individual progress often feels isolated and invisible to peers. The challenge was to design a screen that could increase visibility, competition, and a sense of accomplishment without overwhelming the user.
Structured record pages per insurance object type.
Structured record pages per insurance object type.
Each major data object (Policy, Claim, Application, Inquiry) has its own dedicated record screen with expandable sections, ensuring field density is manageable and contextually organized.
Each major data object (Policy, Claim, Application, Inquiry) has its own dedicated record screen with expandable sections, ensuring field density is manageable and contextually organized.
Dashboard-first home screens for each role.
Dashboard-first home screens for each role.
Home screens are built as 3-column widget dashboards surfacing KPIs, pipeline status, and task queues so users arrive with context.
Home screens are built as 3-column widget dashboards surfacing KPIs, pipeline status, and task queues so users arrive with context.
Underwriting Workbench as a dedicated console.
Underwriting Workbench as a dedicated console.
Underwriting is treated as its own workbench environment, not just a record type - consolidating risk assessment, member information, and process tracking into a single focused space.
Underwriting is treated as its own workbench environment, not just a record type - consolidating risk assessment, member information, and process tracking into a single focused space.
Separate agent portal with its own navigation and module structure.
Separate agent portal with its own navigation and module structure.
The external Agent Portal is architecturally separate from the internal CRM, with its own navigation, module set (Inquiries, Policies, Applications, Claims, Commissions, Service Requests, Training), and visual treatment suited to an external user.
The external Agent Portal is architecturally separate from the internal CRM, with its own navigation, module set (Inquiries, Policies, Applications, Claims, Commissions, Service Requests, Training), and visual treatment suited to an external user.
