AmeriLife — Multi-Portal Insurance Agent Dashboard

Designed the unified agent experience for AmeriLife, consolidating fragmented portals across carriers, contracts, and policy management into a single operational hub used by independent insurance agents nationwide.

The dashboard shown surfaces what an agent needs to act on immediately — declined contracts, at-risk policies, commission earnings, and task priorities — without requiring navigation through multiple systems. Carrier contract and policy distribution are visualized side by side, giving agents instant portfolio awareness. The task list below ties urgency, ownership, and due dates into one scannable workflow layer.

The work began with discovery research and in-person executive workshops to align leadership on a unified product vision. From there: personas, journey maps, site architecture, rapid prototyping, and user testing across complex policy enrollment workflows.

Also delivered a Global UI Style Guide and Tableau visualization standards that shifted the product language from navigating complexity to executing strategy.

Impact: Reduced operational silos across a multi-carrier, multi-portal ecosystem serving thousands of independent agents across the US.