Agent Portal: Digitizing Onboarding and User Management

Summary: The Agent Management Portal streamlined agent onboarding and management by digitalizing data, allowing for quick, accurate processing of new applications and secure storage. Its user-friendly design enhanced Relationship Managers' access to and updating of agent information, improving their management and performance monitoring capabilities.
Outcome: The portal's implementation resulted in reduced onboarding time, improved data accuracy, and better accessibility to agent profiles for Relationship Managers, aiding in informed decision-making and strategy development.
My Role: Product Designer
Team: 2 Product Designers, Multiple Developers
Duration: The project spanned from July 2021 to October 2021.
Status: Launched as a PWA.