Project Description

Insurance Agency Dashboard Tool

The insurance agents in US need to be certified and the client provides online certification and learning resources to the aspiring agents to be successful in their career.

Objective
Streamline helped an insurance agency to build an online portal to register, e-learning, evaluation and certification process to authorize and affiliate new agents & vendors.

Scope of Work

  • Time clock adjustment form​
  • Daily Report ​
  • Hourly report​
  • Display Metrics​​​​

Results
Streamline build a dashboard tool with roles as follows: Admin, Manager (able to aggregate reports from multiple locations), User (assigned to single office but can change offices). The tool has helped multiple agents to get certified and keep upgrading their skills.