Insurance Admin Portal

Surround Admin Portal

Years: 2019 – ongoing
My role: Functionality improvements

About: Based on conversations with admins, craft improvements for the admin portal to make it work better without a total overhaul. The admin system is a robust portal that allows users to create referral URLs with complex attributes for customers and partner agencies.

Notable: This portal has minimal improvements over three years, the biggest update being the menu transforming to three dot menu to categorized drop downs.

Reworking the admin portal grid

Navigation update

Page examples