An internal tool for employers to optimize company wide insurance plan for their employees
An internal tool for employers to optimize company wide insurance plan for their employees
March 2023 to May 2023
March 2023 to May 2023
March 2023 to May 2023
March 2023 to May 2023
CLIENT
CLIENT
ThinkBridge, Texas
ThinkBridge, Texas
Team
Team
Product Designer (Tejaswini Khedkar)
Product Manager, Front-End
Product Designer (Tejaswini Khedkar)
Product Manager, Front-End
Tools
Tools
Figma, Teams, Jira, Microsoft Office
Figma, Teams, Jira, Microsoft Office
Keywords
Keywords
Design Systems, Fintech,
Data Visualization, Mapping
Design Systems, Fintech,
Data Visualization, Mapping
What we built
What we built
An intuitive interface for a medium-sized company's internal tool—an insurance portal. This software seamlessly aggregates employee insurance data, empowering efficient decision-making processes for company-wide insurance management.
An intuitive interface for a medium-sized company's internal tool—an insurance portal. This software seamlessly aggregates employee insurance data, empowering efficient decision-making processes for company-wide insurance management.
The platform will enable employers to save $200K annually on insurance costs by leveraging data from employee medical history to drive informed decision-making.
The platform will enable employers to save $200K annually on insurance costs by leveraging data from employee medical history to drive informed decision-making.
The platform will enable employers to save $200K annually on insurance costs by leveraging data from employee medical history to drive informed decision-making.
The Outcome
The Outcome
Seamless Design
Seamless Design
Data Visualization
Data Visualization
Enhanced Accessibility
Enhanced Accessibility
Design Consistancy
Design Consistancy
The opportunity
The opportunity
As organizations aim to optimize their resources and offer comprehensive benefits to their employees, company-wide insurance coverage becomes increasingly crucial.
As organizations aim to optimize their resources and offer comprehensive benefits to their employees, company-wide insurance coverage becomes increasingly crucial.
78
78
%
Insurance is unused by employees in a company
Insurance is unused by employees in a company
14
14
%
Staff growth in company over 12 months
Staff growth in company over 12 months
why there is a need of the product?
why there is a need of the product?
Employers face a critical need for an insightful internal tool capable of analyzing employee healthcare patterns to optimize company wide insurance plan. There is no one stop solution for employers to track insurance related data Leading companies overspending.
Employers face a critical need for an insightful internal tool capable of analyzing employee healthcare patterns to optimize company wide insurance plan. There is no one stop solution for employers to track insurance related data Leading companies overspending.
The Challenge
The Challenge
The challenge was to understand why insurance remained unused, and I had only 8 days to come up with the design, as the deadline for the insurance renewal plan was approaching.
The challenge was to understand why insurance remained unused, and I had only 8 days to come up with the design, as the deadline for the insurance renewal plan was approaching.
What's Next?
What's Next?
During initial meetings We came up with research questions . finding the root cause is important than to just understanding the pain points
During initial meetings We came up with research questions . finding the root cause is important than to just understanding the pain points
How companies buy insurance?
How companies buy insurance?
How insurance works in co-operate?
How insurance works in co-operate?
Why Insurance remain unused
Why Insurance remain unused
What are the existing popular solutions and why?
What are the existing popular solutions and why?
User research
User research
Market research
Market research
My role
My role
I led this project from start to end. I created a roadmap for this project. I facilitated workshops with stakeholders for card sorting. this roadmap was shared with the stakeholder to be on same page with stakeholders to have transperancy.
I led this project from start to end. I created a roadmap for this project. I facilitated workshops with stakeholders for card sorting. this roadmap was shared with the stakeholder to be on same page with stakeholders to have transperancy.
Market Research
Market Research
Stakeholder Interviews
Stakeholder Interviews
Ethnography
Ethnography
Task flow
Task flow
UI Mockups
UI Mockups
Stakeholder Reviews
Stakeholder Reviews
"Aim is not to be perfect, but to simplify things for both employers and end users."
"Aim is not to be perfect, but to simplify things for both employers and end users."
"Aim is not to be perfect, but to simplify things for both employers and end users."
What we revealed through stakeholder interivews
What we revealed through stakeholder interivews
The stakeholders interviews included open ended questions to comprehend user stories. Other than simply asking questions, we also observed stakeholders perform tasks in their usual settings to pinpoint system inadequacies.
The stakeholders interviews included open ended questions to comprehend user stories. Other than simply asking questions, we also observed stakeholders perform tasks in their usual settings to pinpoint system inadequacies.
The Outcome
We identified focus groups through stakeholder interviews. We uncovered the root causes behind our users' pain points. This helped us getting clarity of the user needs.
The Outcome
We identified focus groups through stakeholder interviews. We uncovered the root causes behind our users' pain points. This helped us getting clarity of the user needs.
Insurance agent
insurance company
Texas, USA
Fustrations
We have plans tailored to meet our clients' diverse needs, but we're encountering challenges in generating leads from companies.
Goals
Provide suitable plans according to companies that will profit.
Employee
Mid-scale company
San Fransico, USA
Fustrations
When I need to make changes to my plan on urgent basis, I have to use my company laptop because all the necessary details are saved there.
Goals
Make changes in plans with less number of steps involed.
CFO
Mid-scale Company
New York, USA
Fustrations
We're currently overspending on insurance. We aim to leverage our employee medical history to better understand our insurance needs and determine the right amount to invest in coverage.”
Goals
Provide budget reports to HR
Human Resources
Mid-scale Company
Chicago, USA
Fustrations
I want to understand how much insurance is been utilized by employees. I want to make decisions based on their insurance usage.
Goals
Optimize data based on employee insurance usage.
Our focus revolves around human resources and employees because these two are intricately connected when it comes to insurance adoption.
Takeawys from market research
Takeawys from market research
Medical insurance is the largest sector in the insurance market.
Tech companies have their own personalized design systems. Other than brand identity, they also play a crucial role in helping internal teams analyze data and work efficiently.
Tech companies have their own personalized design systems. Other than brand identity, they also play a crucial role in helping internal teams analyze data and work efficiently.
Opportunity
Opportunity
Creating customizable design systems that align with each company's existing design frameworks.
Creating customizable design systems that align with each company's existing design frameworks.
Companies offer self-service portals where employees can access and manage their insurance benefits online. There is no specific system that connect employees with HR for insurance.
Companies offer self-service portals where employees can access and manage their insurance benefits online. There is no specific system that connect employees with HR for insurance.
Opportunity
Opportunity
Creating accessible tool for the end user to make changes in their insurance plan anytime and anywhere.
Creating accessible tool for the end user to make changes in their insurance plan anytime and anywhere.
What literature says
What literature says
Understanding our users and the market was key, but we found there were still gaps that needed to be addressed. We tweaked our roadmap and conducted secondary research to understand literature to ensure we deliver the best possible solution to tackle the problem at hand.
Understanding our users and the market was key, but we found there were still gaps that needed to be addressed. We tweaked our roadmap and conducted secondary research to understand literature to ensure we deliver the best possible solution to tackle the problem at hand.
Age
Age
Older the person more insurance required.
Older the person more insurance required.
Insurance Plan
Insurance Plan
Less amount plan less sum insured to claim
Less amount plan less sum insured to claim
Medical history
Medical history
Bigger bills for chronic disease patients
Bigger bills for chronic disease patients
Family
Family
Family plans cost less than the individual one's
Family plans cost less than the individual one's
Company size
Company size
Bigger company more the claim from employees
Bigger company more the claim from employees
Age
Older the person more insurance required.
Insurance Plan
Less amount plan less sum insured to claim
Medical history
Bigger bills for chronic disease patients
Family
Family plans cost less than the individual one's
Company size
Bigger company more The claim from employees
What we learnt so far
What we learnt so far
HR is responsible for processing changes to employee insurance plans.
Market lacks one stop solution to address need of our focus group the HR and the employee
HR is responsible for processing changes to employee insurance plans.
Market lacks one stop solution to address need of our focus group the HR and the employee
User Need
User Need
SAAS application for HR to visualize the Data and connect with employees.
SAAS application for HR to visualize the Data and connect with employees.
User Need
User Need
Mobile app for employees were employee can send insurance related request to HR.
Mobile app for employees were employee can send insurance related request to HR.
card sorting
card sorting
We conducted three rounds of card sorting exercises tailored to personas, which yielded valuable insights into their mental models and expectations. Building on these findings, we developed task flows and information architecture
We conducted three rounds of card sorting exercises tailored to personas, which yielded valuable insights into their mental models and expectations. Building on these findings, we developed task flows and information architecture
Card Sorting
Card Sorting
Task flow
Task flow
Information Archiecture
Information Archiecture
Wireframes
Wireframes
Usability Testing
Usability Testing
The challenge
The challenge
Our first round of card sorting didn't go through!
Our first round of card sorting didn't go through!
We identified some areas for improvements in our wireframes through usability testing. We conducted two additional rounds of card sorting to gain a deeper understanding of workflows.
We identified some areas for improvements in our wireframes through usability testing. We conducted two additional rounds of card sorting to gain a deeper understanding of workflows.
Phase 1
Phase 1
After conducting 6+ usability tests with employees we got to know that user directly access the requests section and is skipping home screen. Users found it difficult to locate the requests tab highlighting a usability issue.
After conducting 6+ usability tests with employees we got to know that user directly access the requests section and is skipping home screen. Users found it difficult to locate the requests tab highlighting a usability issue.
Solution
Solution
Redesigning the information architecture of the home page employee app
Redesigning the information architecture of the home page employee app
Phase 2
Phase 2
After conducting 8+ usability tests with HR representatives, we identified a communication gap between HR and employees. Employees need more flexibility in asking queries related to insurance to HR.
After conducting 8+ usability tests with HR representatives, we identified a communication gap between HR and employees. Employees need more flexibility in asking queries related to insurance to HR.
Solution
Solution
Adding Button in the employee app where employee ask queries.
Phase 3
Phase 3
Send Messages
to internal employees
Acknowledgement
on request
Notifications
Log in
Insurance plan
Medical information
Messages
Benefits
usage
Coverage
Update
Send request to HR
Employee
Log in
Statistics
Analyse infomration
Age
Coverage
Employee insurance details
Employee medical history
Insurance claims analysis
Acknowledge requests
from internal employess
Send Messages
to internal employees
Notifications
Messages
HR
The outcome
The outcome
In addition to the employee dashboard, users leveraged the app's remote features to make changes insurance from anywhere which significantly enhanced and convenience.
In addition to the employee dashboard, users leveraged the app's remote features to make changes insurance from anywhere which significantly enhanced and convenience.
Fill the required details
Fill the required details
Upload documents
Upload documents
Get confirmation within the app
Get confirmation within the app
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