Employer Dashboard Redesign

Transforming a tile-based navigation hub into a data-driven dashboard that surfaces key employer information, actions, and workflows.

Before
Employers › Acme Insurance Group
Acme Insurance Group
Information
🏢Employer
💰Quotes / Proposals
👥Enrollment
📅Effective Dates
Employees
👁View
📋Census
👫Account Team
🔒Send Forms
Documents & Forms
📂Manage Documents
🔍Preview Forms
✉Send Forms
📝Manage Forms
Actions
🔄Transfer
⛔Deactivate
📧Communication
📦Send to AMS+
Original: Flat grid of icon tiles organized by section. Minimal data density — each tile shows only an icon and label with no contextual information.
After
Employers › Acme Insurance Group
🏢
Acme Insurance Group Active
Tax ID: **-***4521
Eff: 01/01/2026
Renewal: 01/01/2027
24 employees · 38 dependents
Information
💰
Proposals
Manage quotes and proposals
5Total
2Open
3Closed
👫
Account Team
Brokers assigned to this employer
JD
KS
ML
+2
5 team members
📅
Effective Dates
Coverage effective dates
3Total
📋
Enrollment
Employee enrollment management
Employees
👥
Employees
View and manage employee demographics
24Employees
38Dependents
Complete 10 Updating 3 Not Started 5 No Account 6
📋
Census
Generate employee census
Documents & Forms
📂
Manage Documents
Upload and organize files
🔍
Preview Forms
Preview employer forms
📝
Manage Forms
Configure form settings
Actions
Redesigned: Rich dashboard cards with inline stats, status bars, and avatar stacks. Overview header shows key employer data at a glance. Employee section includes MHQ completion progress. No sidebar — all content flows vertically with better information density.