Insurance Tech CRM Dashboard for Smarter Client Management

Harry Singh

Designed a client management dashboard for insurance and retirement advisors—simplifying complex data with smart filters, clear visuals, and effortless navigation.

⚡️Services:

💡Strategy: Research, User Experience Strategy, Usability Tests, UX Audits
🌀Design: Design Systems, Web & App UI Design, Wireframes, Prototypes
📲Tech: Frontend Development, Word Press & Webflow Website Development
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Posted Oct 8, 2025

Designed a client management dashboard for insurance and retirement advisors—simplifying data with smart filters, clear visuals, and effortless navigation.

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