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INSURANCE AGENCY PERFORMANCE DASHBOARD MONITOR DESIGN

FAST - INSURANCE AGENCY PERFORMANCE DASHBOARD MONITOR DESIGN CHALLENGE
This was topcoder design challenge.


FULL DESCRIPTION & PROJECT GUIDE

Background Overview
The client has a series of monitors in their office that they would like to display a live dashboard screen that monitors various metrics, displays news, and updates in real-time. We are looking for your to design what this dashboard looks like and the best experience for displaying the information and data on a TV monitor (this is a non-interactive monitor. Viewing only)

Challenge Timeline and Rolling Checkpoint
- Submission Start: 07/06/2017 at 17:00 PM EDT
- Rolling Checkpoint Start: 07/08/2017 at 09:00 AM EDT
- Submission End: 07/09/2017 at 17:00 PM EDT

Branding
Branding Guidelines
- This should be a serious/professional looking application
- The overall look should be bright and clean


Screen Size
- This application is going to be displayed on large TV monitors:
-- 16:9 aspect ratio
-- 1920px(w) by 1080px(h)


Screen Requirements/ Content Sections
- Your dashboard needs to display a few specific data points and information outlined below.
- The display should be easy to read from a distance
- Should serve as a quick snapshot of information and data
- We are open to other ideas and content types that would be useful to the viewer.

01) Main Revenue and Numbers Tracker
- PIF Count: 13.6M
- Total Premium: $19.9B
- New Business Count: 4,563 [Show Up/ Down arrow with percentage of change]
- Cancellation Count: 2,195 [Show Up/ Down arrow with percentage of change]
- Renewal Count: 1,945 (Show Up/ Down arrow with percentage of change]
- FFR Compliance: 73.2% (Target = 75%) [Monthly/ Quarterly Data]
- NPS Score: 43.3% (Target = 45%) [Monthly/ Quarterly Data]


02) Real time Weather
- Display of real-time weather for the office location of the monitor
- Maybe the ability to have multiple views/ have the weather area cycle through "Current", "3 Day", 5 Day", etc. type weather information

03) Quotes & Sales - Today
- Live Feed/ Real Time
- We are open to ideas for the best way to show this data (map, charts, visualizations, etc.)
- We need to show "Quotes" vs "Sales" numbers in 4 different insurance categories: Auto, Home, Umbrella, and Life
- The exact numbers aren't important, we want to see what the best way is to visualize this type of data is.


04) Quotes & Sales - Year to Date (YTD)
- Similar data and information as Quotes & Sales - Today, just looking at data over the entire year
- We need to show "Quotes" vs "Sales" numbers in 4 different insurance categories: Auto, Home, Umbrella, and Life
- Need to show numbers over time from beginning of year to current date

05) Key Zone Metrics
- Displays key data and information are broken down by region
- We are looking for something that maybe more engaging and visually interesting than a table
- Example data can be found in challenge attachment.


06) Agent Segmentation
- Agents are segmented based on their performance and ranked either A or AA or AAA agent
- This is derived based on various metrics and calculated on a monthly basis
- Calculating the performance based on sales, and other metrics
07) CAT News
- News and alert type messages. Examples include:
-- CAT GH1 has been declared in Texas & Georgia for the Property LOB due to Storms with strong winds and heavy rain that moved through El Paso
-- CAT GG1 has been declared in California for the Property LOB due to Storms with strong winds and heavy rain that moved through Sacramento


08) Sponsor Messages
- Examples messages include:
-- Texas is seeing strong growth thanks to the new SPH product and the hard work of our agents. – J. Swope (HOT)
-- Washington is facing challenges due to rating within the Auto LOB – C. Mills (HOT)
-- Western Zone is seeing tremendous growth thanks to Prospect Lite! – R. Shriver (HOZ)


09) NPS News
- A CNN, MSNBC, BBC style news ticker that scrolls news headlines across the screen
- Usually, this is found along the bottom of the screen
- Example headline content can include:
- 'The Company' did a great job on my claim!!! – P. Leman (CA)

Target Audience
- Agents and employees of the company
 
Judging Criteria
Your submission will be judged on the following criterias:
- Overall design and user experience
- How well do your designs follow the UI guidelines and branding
- How well your designs will be viewed on a TV monitor


Visual Design


Visual Design Preview Animation


Mockups
INSURANCE AGENCY PERFORMANCE DASHBOARD MONITOR DESIGN
Published:

INSURANCE AGENCY PERFORMANCE DASHBOARD MONITOR DESIGN

Quick concept on what a single dashboard can look like that will display on large monitors in the client's offices and conference rooms. This is Read More

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