06 · Case Study
Enterprise Insurance Recruitment & Onboarding 2026 Web + Mobile

LP360
Onboarding Portal

I designed the end-to-end platform Enterprise Life uses to recruit and onboard its agents, from a single CV upload to final orientation. One system replaces a tangle of forms, spreadsheets, and email threads spread across every recruitment channel.

RoleProduct Designer
Timeline2026
TeamDesign · BTS · Sales
PlatformWeb + Mobile
SectorInsurance
I Overview

One platform for recruiting agents.

LP360, short for Life Pioneer 360, is Enterprise Life's platform for recruiting and onboarding the agents who sell its insurance. I designed the full experience: the candidate-facing application flow and the console that recruiters and Life Managers use to run it.

The work spans CV submission, screening, interviews, multi-level approvals, and orientation, all in one place, on both web and mobile.

II The Problem

Recruitment spread across everything.

Agents were recruited through career fairs, job portals, referrals, agencies, and centers of influence, each tracked in its own form, spreadsheet, or inbox. Nobody could see the full pipeline, referrals went unattributed, and candidates slipped through the cracks between stages.

Approvals happened over email with no audit trail, and leaders had no reliable view of conversion or where candidates were getting stuck.

III Goals

What the platform had to do.

  1. Unify every recruitment channel into one pipeline and one candidate database.
  2. Automate the journey from CV submission through screening, interview, approval, and orientation.
  3. Attribute every referral to the right Life Manager or center of influence.
  4. Give Sales Admins configurable interview panels with scoring and comments.
  5. Give HR, Sales, and Agency leaders a live view of conversion and bottlenecks.
IV Approach

How it came together.

01

Map

Traced every recruitment source and the full lifecycle from application to induction, with each stage, role, and decision point.

02

Structure

Designed the role model: candidates, Life Managers, Sales Admins, and leaders, each with their own view and permissions.

03

Design

Built the candidate flow and the console in parallel, calm on mobile and dense where managers needed the detail.

04

Validate

Pressure-tested the pipeline, approval logic, and edge cases (duplicates, on-hold, rejection) against the real process.

LP360 candidate profile with pipeline stage, personal and application details, self-assessment ratings, and quick actions
V Key Design Decisions

Four decisions that shaped it.

01

A guided five-step application.

Candidates apply from a referral link in five clear steps: details, self-assessment, CV, ID, done. The same flow works on mobile and web, so anyone can finish from a phone at a career fair.

02

Referral links that attribute themselves.

Every Life Manager and center of influence gets a unique link. Whoever a candidate came through is captured automatically and carried through every stage, so credit is never lost.

03

One pipeline, role-based views.

Candidates, managers, admins, and leaders work from the same pipeline but see only what their role needs, from a candidate's documents to a branch's conversion rate.

04

Configurable interview panels.

Sales Admins assemble panels, schedule virtual or physical interviews, and capture scores and comments inline, so approvals move on evidence instead of email threads.

VI The Outcome

From scattered to one pipeline.

Recruitment channels, unified

6 → 1

LP360 replaces a patchwork of forms, spreadsheets, and email approvals with a single, auditable system. Every candidate, referral, and decision now lives in one pipeline, from the moment a CV lands to the day a new agent finishes orientation.

JourneyCV → orientation, tracked
ApprovalsMulti-level & auditable
SurfacesWeb + mobile
VII What's Next

Where it's heading.

  1. 01
    Reporting

    Leadership dashboards.

    Turn the pipeline into conversion and bottleneck insight for HR, Sales, and Agency leaders, broken down by channel and branch.

  2. 02
    Feedback

    Onboarding survey.

    A structured feedback survey that closes the loop on the new-agent experience and feeds back into the flow.

  3. 03
    Integration

    AdvantageConnect handoff.

    Tighter ties to the existing back office so onboarded agents flow straight into production systems.

Recruiting agents shouldn't live in a dozen inboxes. One pipeline, one source of truth, and every referral finally accounted for. On the LP360 design, 2025
Gallery

Selected screens.

Candidate application, step 1: personal details on mobile
Candidate application, step 2: self-assessment on mobile
Candidate application, step 3: CV upload on mobile
Candidate application, success screen on mobile
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