Everything.Insure
Everything.Insure - B2B Broker dashboard
Company
Everything.Insure
Role
Contributing Product Designer
Year
2022 - 2023
Everything.Insure is a multi-tenancy web-based insurance platform that empowers consumers to manage all their insurance products in one place.
As part of the platform's expansion into B2B services, I led the UX/UI design of a dashboard tailored specifically for insurance brokers. This dashboard allows brokers to manage their client portfolios, track policies, oversee claims, and access key underwriting documentation through an elegant and intuitive interface.
The Challenge
Brokers needed to interact with large volumes of client data in a meaningful, non-overwhelming way.
The breadth of features demanded a clear and scalable navigation system. The interface had to adapt to multiple brokerages with different sizes and needs while maintaining consistency
The Solution
Responsive, flexible layouts.
Designed flexible components that allow brokers to personalize their workspace while keeping core actions easily accessible.
Global advanced search
I designed a cross-functional search system that enables brokers to quickly locate policies, clients, or claims—regardless of which section of the platform they’re in. This unified search experience cuts across tabs and data silos, dramatically improving discoverability and reducing time spent navigating through complex datasets.
Modular scalability
The dashboard’s design system allowed for easy updates and additions as new features were introduced.
The Key Takeways
Designing for B2B requires balancing depth and usability—brokers need power tools with friendly interfaces.
Modular systems are key to managing complex features in scalable enterprise software. Deep understanding of user context and workflows is essential to designing high-impact business tools.
