[OVERVIEW]
Designed a comprehensive CRM dashboard for insurance agents and admins to manage customer profiles, insurance policies, claims, payments, and reports. Each list screen links to detailed views, enabling easy management and efficient workflow.
Platform
Web Application Design
Category
Enterprise
Location
Noida, India
Client
Damco Internal
Year
2025
[ PROBLEM ]
Required a comprehensive digital solution to manage complex insurance processes across different user roles — Insurance Agents, Underwriters, Service Managers, and Claims Managers. Each role needed its own specialized platform with functionality to manage customer data, policies, claims, payments, and services, with detailed insights on every entry. There was no existing system to provide organized workflows, visibility into detailed entries, and easy management across these varied roles. The goal was to deliver a clean, scalable, and efficient solution for these highly data-driven tasks.
[BEHIND THE SHOT]
designed a robust multi-platform solution using Salesforce Lightning Design System (SLDS) to ensure consistency, scalability, and ease of prototyping.
The solution consists of four distinct platforms, each tailored for a different user role:
Insur CRM – For insurance agents to manage customer profiles, policies, payments, and interactions.
Underwriting Console – For underwriters to evaluate and approve insurance applications, check risk factors, and manage policy underwriting tasks.
ICRM Service – For service managers to handle customer service interactions, manage complaints, and track service tickets.
Claims Manager – (Not shown in video, but designed) For claims handling and processing, including detailed claim history and assessment workflows.
Each list screen (e.g., customer list, policy list, claim list) is designed to display key information in a structured, readable way with clear columns, actionable buttons, and interactive elements (search, filter, pagination).
Every list entry links to a detailed screen presenting in-depth information such as customer details, policy terms, claim status, payment history, service requests, and interaction logs. These details help agents make informed decisions without switching platforms.
Consistent use of SLDS components (cards, tables, modals, buttons) ensures a familiar and efficient user experience across the different platforms, reducing cognitive load.
The prototype demonstrates smooth navigation between dashboards, lists, and detail screens, designed for high efficiency and minimal clicks in a real-world high-pressure environment.
For ease of client presentation and prototyping, all four platforms are linked in a single Figma file, though they represent independent flows for different user roles.
