R&R Divide Insurance Portal
Insurance agency web app with a KPI dashboard and agent directory
At a glance
I designed a prototype web portal for the R&R Divide insurance agency, taking it from client research and sketches to a styled, clickable prototype.
The challenge
The agency wanted to see how a portal could give its staff a clear view of their work day and quick access to agents before investing in development.
What I led
- Gathered business requirements and researched needs with the client
- Sketched and wireframed the portal's structure
- Designed a dynamic KPI dashboard for pending business, applications, commissions and the calendar
- Designed an agent view showing every agent in a search, with availability and schedule
- Created the style sheet and an interactive prototype
The outcome
The client got a clear, clickable picture of their portal, with a branded style sheet and a prototype ready to guide development.
Overview
I designed a prototype web app for the R&R Divide insurance agency. I worked with the client to research, sketch, wireframe, design, create a style sheet and build a prototype that showed what their portal would look like.
Services
Business Requirements, Wireframe, Prototype, Interaction Design, Visual Design
Client name
R&R Divide
Team
UX/UI Designer (John Karl), Client stakeholders
KPI Dashboard
Purpose:
A KPI-filled, dynamic dashboard that gives each user the best visibility into their work day.
Pending business with its approval status
Applications and commissions for the month at a glance
Calendar and a map of policies by location
Agent View
Purpose:
Show every agent within a search, including their availability and schedule.
Searchable agent list with contact details
Profile with office location and specialty
Weekly schedule so staff can see who is free
R&R Divide insurance portal dashboard and agent directory.
Final observations
A prototype let the agency see and react to their portal before development began. Putting KPIs and agent availability up front made the work day easier to plan.
John Karl
19 Years • Product & UX Design Leader Leading Mobile Product for 500K+ Users
If you like what you see or have any questions, feel free to send me an email anytime.
Selected work
[2010 -2025]
