Insurance Exchange
FinTech SaaS Platform
A FinTech dashboard that turns dense insurance data into decisive action.
- Role
- Lead UI/UX Designer
- Domain
- FinTech
- Type
- Dashboard Platform
- Status
- Live
A unified InsurTech platform
Insurance Exchange is a cloud-based InsurTech platform designed to simplify the complete insurance sales lifecycle.
The platform replaces disconnected spreadsheets, emails, provider portals, and manual follow-ups with a centralized CRM where agents manage quotes, customers, providers, communications, and business performance in one place.
Improve agent productivity, increase quote conversions, and give management complete visibility.
A slow, fragmented sales workflow
During stakeholder discussions we discovered that agencies relied on multiple disconnected systems to manage customers and providers. The workflow was slow, repetitive, and lacked visibility.
- How many active quotes are in progress?
- Which agent performs best?
- Which provider generates the highest revenue?
- Which customers require follow-up today?
- 1Lead Received↓
- 2Excel Sheet↓
- 3Call Customer↓
- 4Collect Documents↓
- 5Visit Multiple Provider Portals↓
- 6Prepare Quotes↓
- 7Email Customer↓
- 8Follow-up↓
- 9Sale Closed
Pain felt across every role
- Customer information scattered across spreadsheets
- Manual follow-ups
- Difficult quote tracking
- Missed reminders
- No centralized communication
- No live sales dashboard
- Difficult team monitoring
- Hard to measure conversion rates
- No workload visibility
- Switching between provider portals
- Manual quote comparisons
- Repeated customer data entry
- Time wasted searching information
- Slow quote turnaround
- Delayed responses
- Poor communication
- Inconsistent follow-ups
One ecosystem, three outcomes
A unified insurance ecosystem where agents sell faster, managers see everything, and customers get a seamless experience.
Listening before designing
- 01Stakeholder Interviews
- 02Sales Team Observation
- 03Workflow Mapping
- 04Competitive Analysis
- 05Existing CRM Evaluation
“I don't know which quotes are stuck unless I ask every agent.”
“Most of my day is spent switching between provider websites.”
“We don't have a complete communication history with customers.”
Three people, one platform
Insurance Agent
- Create quotes quickly
- Manage leads
- Follow-up efficiently
- Close more sales
- Manual follow-ups
- Repetitive work
- Multiple portals
Sales Manager
- Monitor team performance
- Track revenue
- Improve productivity
- Allocate workloads
- No live visibility
- Fragmented reporting
- Manual status chasing
Business Owner
- Increase revenue
- Track KPIs
- Analyze providers
- Forecast business growth
- No unified data
- Slow decisions
- Disconnected systems
Role-based, not generic
Rather than designing a generic CRM, I created a role-based platform where each user sees only the information relevant to their responsibilities.
↓
Dashboard
├── Quotes
├── Customers
├── Providers
├── Contact Center
├── Reports
├── Analytics
└── Settings
Four workspaces, one flow
Dashboard
Managers lacked visibility into business performance.
A real-time executive dashboard displaying total transactions, sales volume, active quotes, monthly trends, quote insights, top companies, top states, provider performance, and revenue growth.
Designed KPI cards and visual analytics that let managers assess business health within seconds.
Quotes Management
Agents struggled to manage many customers and stages simultaneously.
A Kanban-inspired experience with stages: New Leads, Contacted, In Progress, Quoted, Bound, Closed. Each card surfaces customer details, policy type, quote amount, priority, days in stage, follow-up reminders, and quick actions.
Surface critical info directly on the card so agents can act without opening extra screens.
Providers Management
Agents had no easy way to compare insurance providers.
A centralized directory with provider ratings, product offerings, transaction volume, growth trends, sales performance, and active agents.
A comparison table enables faster provider selection and informed recommendations.
Contact Center
Customer communication was fragmented across calls, emails, and messages.
A unified communication hub with contact history, call logs, email tracking, SMS records, follow-up notes, and outcome tracking.
A chronological interaction timeline gives agents full context before contacting a customer.
Everything an agent needs, in one place
Executive Analytics Dashboard
- Business KPIs
- Revenue Trends
- Conversion Metrics
- Sales Insights
Quote Lifecycle Management
- Lead Tracking
- Quote Creation
- Status Management
- Priority Handling
Provider Directory
- Product Comparison
- Ratings
- Performance Metrics
- Transaction History
Customer CRM
- Customer Profiles
- Contact Details
- Policy History
- Communication Timeline
Contact Center
- Call Management
- Email Integration
- SMS Tracking
- Interaction Logs
Search & Filters
- Global search
- Advanced filters
- Faster lookups
- Cross-entity results
Before vs after
- Excel↓
- Email↓
- Provider Portal↓
- Phone Calls↓
- Reports
- Quotes↓
- Providers↓
- Contact Center↓
- Analytics↓
- Dashboard
Everything accessible from a single platform.
Discover → Define → Ideate → Design → Validate
- · Stakeholder interviews
- · Business analysis
- · Workflow observation
- · Pain points
- · Business goals
- · Success metrics
- · Information architecture
- · User flows
- · Interaction models
- · Wireframes
- · UI components
- · Interactive prototypes
- · Usability testing
- · Stakeholder reviews
- · Design iterations
Measurable outcomes
End-to-end design ownership
Lead Product Designer
From fragmented to unified
Insurance Exchange transformed a fragmented sales process into a unified, data-driven platform. Agents work more efficiently, managers get real-time visibility, and customers get a faster, more transparent experience — a scalable foundation for business growth.
Selected screens
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