Where it got messy
Brokers move between leads, clients, quotes and renewals throughout the day. Fragmented tools and information-heavy screens made it difficult to see priorities and act at the right moment.
Insurance Brokers Platform
A broker’s day can involve dozens of clients, renewals and follow-ups — often spread across too many tools. I designed one workspace that makes the next useful action easier to spot.
My Role
Built around real people,
not perfect scenarios. Product thinking + craft
not perfect scenarios. Product thinking + craft
Interface studyScroll to unpack the thinking ↓
The setup
What was really going on.
Brokers were managing opportunities across spreadsheets, email and legacy systems. The product goal was to centralize the commercial workflow and help teams prioritize the clients most likely to need attention.
Key constraints
- High-density portfolio data
- Different workflows across broker profiles
- Legacy APIs and desktop-first daily routines
What I designed
The platform brings the commercial workflow into one responsive workspace, with clear pipeline states, useful filters and visual summaries that highlight opportunities requiring attention.
What changed
The consolidated experience gave brokers one place to read the health of their portfolio and decide what deserved attention. Less tab-hopping, fewer lost threads and a clearer commercial rhythm.
How I worked
Messy problem, clear path.
- 01Stakeholder Interviews
- 02Data Visualization Design
- 03Broker Workflow Optimization
- 04Responsive Web Development
Discovery
Before opening Figma.
I started by listening for the moments where the experience stopped making sense.
4 stakeholder interviews, 8 broker interviews, workflow shadowing and an audit of the existing sales funnel.
The main issue was not lack of data; it was lack of prioritization. Brokers spent the first part of each day reconstructing what required action.
Turn the home screen into a decision surface that connects portfolio signals to a clear next best action.
Design rationale
Why it works this way.
Action-oriented dashboard
Renewals, stalled quotes and follow-ups are ranked by urgency instead of displayed as equally weighted notifications.
Details without losing context
A side panel lets brokers inspect a client, compare products and take notes without leaving the pipeline they are working in.
Designed for expert speed
Saved views, bulk actions, keyboard-friendly navigation and persistent filters support frequent, high-volume tasks.
Test, learn, repeat
What feedback changed.
A clickable prototype was tested with 7 brokers using renewal and lead-qualification scenarios. Their feedback led to a denser table option, persistent filters and clearer ownership indicators.
What we could verifyQuantitative outcomes are not currently available for public disclosure.
Selected screens
A closer look.
What I’d carry forward.
Designing for specialists meant resisting the urge to oversimplify. The best solution paired a clear default view with power-user controls. Next, I would validate dashboard personalization using real portfolio volumes over a longer pilot.