Tell us a bit about who you are and the people you reach
We provide financial tools to assist insurance agents with create financial plans for their clients.
What industry do you think your business is most related to?
Accounting & Financial
What do you have in mind for the style and theme of the web page?
strong financial color scheme, stay away from imagery if possible.
I have attached a screenshot o the dashboard once an agent logs in. This is where they interact with the various tools. We are looking to have this area cleaned up to be more user friendly and inviting and to really bring it into 2018.
There are 3 tools that are considered the main function of this site and we would like them to be more prominent than the others. These are:
1.) Retirement Income Planner
2.) Nest Egg Projection
3.) Social Security Roadmap
the rest of the tools are less important and are not widely used or as important:
1.) Annuity Ladder
2.) Tax Wizard
3.) Required minimum Distribution
5.) Yield Calculator
7.) Inflation Calculator
8.) Lifetime Pay Calculator
As part of this each one of these applications tie to the logged in agents clients. It would b nice to have an area in the main screen where they could see their most recent accounts created. a basic list of client names.
Also an area for guide downloads, and video tutorials.