Hadi Shaikh | UX UI Designer
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UI/UX Design

Project Brief

OrbiUs Insurance is a mobile application designed for insurance agents to manage their daily work tasks—tracking leads, monitoring commissions, attending training programs, and staying updated on performance goals. The main objective was to create a clean, intuitive, and user-friendly dashboard that simplifies data visualization, improves productivity, and helps agents organize their workflow efficiently. The app consolidates all agent activities—leads, earnings, rewards, and training—in one streamlined experience.

Role and Responsibility

  • Conducted user research and interviews with insurance agents to understand their workflow and pain points.
  • Designed user personas, journey maps, and user flow diagrams.
  • Created wireframes and high-fidelity mockups for dashboard, rewards, events, and earnings screens.
  • Defined visual hierarchy, color palette, icons, and typography aligned with usability principles and UI laws.
  • Ensured the final design maintained clarity, minimalism, and behavioral alignment with users’ needs.

Timeline

4 days

Tools

  • Adobe Illustrator
  • Adobe Photoshop
  • Adobe XD

Methods

  • User survey & interviews
  • User Persona Creation
  • Journey Mapping
  • User Flow Design
  • Usability Focus
  • Low fidelity wireframes
  • High fidelity Designs

Screens

Dashboard

Dashboard

This screen displays the dashboard for an insurance agent, showing key insights like converted, pending, and rejected leads, along with today’s schedule, recommended leads, and performance analytics. It provides a clean, data-driven overview to help agents manage their daily activities, monitor progress, and track revenue efficiently.

Mobile app

My Earnings

This screen shows the Earnings dashboard for an insurance agent, highlighting the total income for the month along with a detailed breakdown of earnings from various sources like license selling and lead conversions. It offers a clear, organized view of financial performance with quick access to deeper insights.

Mobile app

Events

This screen displays the Events dashboard, showcasing upcoming and current events relevant to the insurance agent. It provides event details such as date, time, venue, and participant interest, helping agents stay updated and manage their professional engagements efficiently through a clean, card-based layout.

Mobile app

Membership and Rewards

This screen shows the Membership and Rewards, where insurance agents can view their monthly earnings, accumulated points, and progress toward premium membership. It highlights the benefits of joining the premium club and displays available membership tiers (Silver and Gold) with corresponding rewards, motivating agents to achieve higher milestones.