Agent Dashboard
The goal of this project was to simplify the financial professionals’ workflow by creating a single entry point that would allow them to access all products, client data, and performance metrics in one place - The agent dashboard.
Client
Prudential Life insurance
Services
Web designs
Webflow development
Summary
Mission
Through user research with financial professionals, we identified pain points and streamlined the process, allowing agents to easily sell products and manage their client and sales data.
My contribution
As the lead designer, I collaborated with a junior designer to craft a seamless experience that centralized all life insurance products and related information in a single hub.
Impact
The agent hub we developed not only improved efficiency but also empowered financial professionals with the insights they needed to drive sales and performance.
Centralizing everything financial professionals need in one place
Before the development of a unified dashboard, Prudential's financial professionals faced the inefficiency of logging into multiple systems to access different product information. This fragmented process led to delays in the sales cycle and created frustration for agents. The goal of this project was to simplify their workflow by creating a single entry point that would allow them to access all products, client data, and performance metrics in one place.