FIGR / UI TEMPLATE

Insurance Policy Dashboard

See active policies, premiums, renewal dates, claims activity, coverage changes, and customer risk from one insurance dashboard.

This analytics reference covers insurance & claims. Its sample screen includes Auto insurance and Homeowners and the Add policy action. Adapt its workflow to your product and design system.

Insurance Policy Dashboard

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At a glance

Screen

Analytics

Primary action

Add policy

Pattern

Policy dashboard

State

Default, loading, empty, error, permission, success

Design system

Adaptable product UI theme

What this screen helps with

The insurance policy dashboard screen supports “Add policy” while keeping overview and policies in view. It should show the current state even when data is missing or access is restricted.

What to look for

  • Primary action: Add policy
  • Main area: Overview brings the user to the relevant workflow
  • Related area: Policies keeps nearby context accessible
  • Active policies: 12.4k in the sample screen
  • Premium: 2.8M in the sample screen
  • Example 1: Auto insurance
  • Example 2: Homeowners

States to consider

  • Default: Show the main workflow and its available next step
  • Loading: Keep chart labels and time range visible while metrics refresh
  • Empty: Explain the chosen date range or filter has no data
  • Error: Identify missing or stale metric sources without implying zero activity
  • Access: Show which actions require a role or permission
  • Success: Confirm the result after Add policy and say what happens next

Where it fits

Overview → Policies → Add policy → Review result

Patterns in this screen

Policy dashboard, Overview, Policies, permission handling, error recovery

UX choices to review

Keep metric definitions, chart periods, and filter context visible together

In this example, Auto insurance is one of the records worth checking. Keep the sample data clearly separate from a live system.

Show why numbers changed; distinguish delayed data from genuine zero values

Make a useful drill-down available before teams export or share findings

Try a similar screen in Figr

Design a insurance policy dashboard screen for an existing insurance & claims product. Use our actual design system, components, and content rules. Cover Overview and Policies, include believable records such as Auto insurance, and make "Add policy" easy to find. Map empty, loading, error, permission, and success states. Keep the result editable in Figma.

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