Insurance Broker CRM/dashboard
Provide a CRM that allows insurance brokers to manage their prospects and leads.
The broker dashboard is broken into three main sections “Recent Activities”, “Prospect Accounts” and “Sales Activities”. Each prospect or lead has a detailed view enabling the broker to manage multiple proposals and see an account activity view in the form of a timeline for a specific prospect.
Sketch files, Balsamiq wireframes
Broker Portal Prototype