InsuraFlow - Insurance Internal Platform

InsuraFlow policy dashboard shown on a desktop monitor

Letit Design System

A shared design language that helps teams design faster, stay consistent, and scale complex products with confidence.

Lead Management

A centralized dashboard that automatically captures and categorizes leads from various ad channels. It features smart filtering and real-time status tracking to ensure no potential client is left behind.
Interactive table state guide showing default, hovered, and selected cell styles for editing lead status

360° Client Profile

Moving beyond basic contact info, this feature provides a holistic view of the client's history, policy status, and interaction logs. It allows agents to provide personalized services with all the context they need at a glance.

Appointment & Task Management

Integrated calendars that sync directly with lead follow-ups. Agents can manage their daily schedules, set automated reminders, and track meeting outcomes, reducing manual admin work by 40%.

Charts & Data Visualization

The process began with a detailed list of charts and metrics from the client.

From there, we moved to the whiteboard to group related metrics, sketch early chart ideas, and explore layout directions.

→ These discussions helped shape a clear dashboard structure, turning raw requirements into a layout that balances high-level insights with deeper analysis—without overwhelming the user.

Lead dashboard with totals, funnel, status donut, source breakdown, tag chart, and demographic charts
Policy dashboard with premium totals, production trend, company breakdown, and status charts
Chart design system reference for donut chart, sunburst chart, colors, and legend variants
Full lead dashboard with funnel, status, source, tag, age and gender, state, and per-user breakdown charts
Full policy dashboard with premium, production trend, source, sales-by-status, and status breakdown charts

Marketing Toolkits

Conversations – A centralized view to track all campaigns, statuses, and key metrics in one place. Filters and bulk actions help teams manage, optimize, and scale campaigns efficiently.

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