A platform with benefits

We help brokers easily build self-funded programs, get competitive stop-loss quotes, and deliver cost-saving solutions to your clients.

Client

Allay

Year

2019

Role

Product Designer

Scope

UI/UX Design
Styleguide
Strategy
Workshop Facilitation
Team/Stakeholder Presentations
Roadmap Planning

Problem

Our clients had difficulty navigating the site to review and analyze the results of their healthcare plans. Educating our audience extensively presented many challenges to our internal staff.

Would redesigning the dashboard solve the problem?

Our internal staff provided us with valuable insights that they received directly from our customers.

Key takeaways

The product had a steep learning curve, making it an overwhelming experience
They often spent too much time comparing different quotes
Inability to apply discount codes resulted in inaccurate quotes

How might we help brokers find and manage health care plans more easily?

Create an enrollment flow

Brokers will use a digital enrollment process to track employee progress, choose from vetted vendors, get preferred vendor rates, and collect digital signatures for policy documents. Allay forged smart alliances with strong carriers, agents, third party administrators (TPAs), and enrollers to provide the most value. The dashboard would represent a snapshot of key indicators and price comparisons. According to my research, these indicators include maximum and expected costs, risk corridor information, and stop loss information.

Business Outcome

Providing a better user experience will significantly free up our staff’s time and enable more users to find cheaper and more efficient quotes faster.

How can we digitize a workflow that has traditionally been carried out manually and in different ways?

MVP User Journey

Through our user flow workshops, we gained a deeper understanding of healthcare challenges by investing time in understanding their workflows. The US healthcare system is incredibly complex, which made it difficult to provide a simplified solution. We identified touchpoints, individuals involved, and areas for improvement. However, due to the early stage of our project, we had to prioritize certain efforts that had to remain manual, such as excluding automated notifications and an internal messaging system.

The enrollment process: how does it work?

Enrollment experience

It starts with ensuring to capture all the information we will need from employees. Once the forms are completed, next the brokers are prompted to connect to top-tier vendors so they can select and filter through plan options. Then we display a dashboard that identifies potential cost-saving opportunities by comparing a member’s expected cost to their risk cost from Allay’s claims data and finds factors that help to explain potential differences.

Design Highlights

Addressed issues with accessibility
Reduce cognitive load by removing redundant content
Adjusted sizing, spacing and position of components to show the hierarchy of data
Enabled better tracking of progress and customization

What did I learn as a designer at Allay?

During my time working on this project, here are some things I learned - both professionally and personally.

Learn system thinking – this leads to a different approach to problem-solving
Show genuine appreciation for developers and gain a better understanding of front-end and back-end technologies.
To solve great challenges, break them down into small pieces
Stop being a perfectionist – embrace your mistakes