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How a Design Sprint Enhanced Policy Onboarding and Boosted Enrollments by 18%

We streamlined policy onboarding, showcasing policy benefits that user can enrol into along with their basis group medical cover.

We streamlined policy onboarding, showcasing policy benefits that user can enrol into along with their basis group medical cover.

Enrolment Window
Enrolment Window

Context

Visit Health's OPD benefits are enabled once the user onboard their base policy and additional policies through our portal. The previous enrollment portal lacked sufficient information, leading to frequent inquiries directed to relation managers. This reliance created delays and hindered the onboarding process. Additionally, the product journey was undefined, complicating development efforts to meet corporate demands within tight deadlines.

Problem

The challenge was to redesign the enrollment portal into an intuitive and independent journey that provides users with comprehensive information about available policies and benefits. The goal was to keep users engaged throughout the enrollment process while ensuring the portal could be easily customized to meet specific corporate requirements.

Contribution

Contribution

• Competitor Analysis • User Research • User Journey • Wireframes • UX Design • Mock ups
• Competitor Analysis • User Research • User Journey • Wireframes • UX Design • Mock ups

Collaboration

Collaboration

Co Founder, Product Manager, Developers
Co Founder, Product Manager, Developers

Timeline

Timeline

8 weeks
8 weeks

Tools

Tools

Figma, Figjam, Lottie
Figma, Figjam, Lottie

Defining
Solution

Defining
Solution

Defining
Solution

Defining
Solution

To begin, I conducted thorough research on the existing portal, focusing on user login, policy onboarding processes, and user preferences. I collaborated with developers, stakeholders, and the product manager to understand the current challenges and planned services for the new update.

With this knowledge, I redefined the user journey, considering every possible customization scenario for corporate policies. To address potential user roadblocks, I worked closely with relationship managers to implement intuitive tweaks throughout the experience. This comprehensive approach, focusing on user journeys, motivation, and wireframing, led to a complete redesign of the portal.

During the design process, I prioritized reusable elements and components that could be easily customized to meet corporate needs. I defined a library with one primary and secondary color scheme that could be customized per corporate requirements.

Throughout the design process, I sought feedback from developers, product managers, and relationship managers to ensure I addressed all aspects of the problem. Once the designs were complete, I created a prototype and asked employees to test it. The feedback was overwhelmingly positive, with users finding the journey easy and intuitive.

The final solution provided users with easy access to policy details at any step of the onboarding process, addressing the key challenges of the previous portal.

To begin, I conducted thorough research on the existing portal, focusing on user login, policy onboarding processes, and user preferences. I collaborated with developers, stakeholders, and the product manager to understand the current challenges and planned services for the new update.

With this knowledge, I redefined the user journey, considering every possible customization scenario for corporate policies. To address potential user roadblocks, I worked closely with relationship managers to implement intuitive tweaks throughout the experience. This comprehensive approach, focusing on user journeys, motivation, and wireframing, led to a complete redesign of the portal.

During the design process, I prioritized reusable elements and components that could be easily customized to meet corporate needs. I defined a library with one primary and secondary color scheme that could be customized per corporate requirements.

Throughout the design process, I sought feedback from developers, product managers, and relationship managers to ensure I addressed all aspects of the problem. Once the designs were complete, I created a prototype and asked employees to test it. The feedback was overwhelmingly positive, with users finding the journey easy and intuitive.

The final solution provided users with easy access to policy details at any step of the onboarding process, addressing the key challenges of the previous portal.

Outcomes

Outcomes

Outcomes

Outcomes

The outcome of the project was a redesigned enrollment portal for Visit Health's OPD benefits platform that provides corporate employees with a streamlined and intuitive onboarding experience. The key features and benefits of the new portal include:

  1. The portal features a modular design that allows for easy customization to meet specific corporate requirements. This enables a more personalized onboarding journey for each organization.

  2. The portal makes it simple for users to onboard their group medical cover and add other policies like personal accident, term life insurance, OPD benefits, and more, all within a single journey.

  3. Users can access policy premium details at any time and receive updates on all dependent summaries included in each policy, providing transparency throughout the process.

  4. The new plan comparison screens present benefits in a user-friendly format, eliminating the need for users to scroll through lengthy documents for basic information. This enhances understanding and decision-making.

  5. The modular design and customization capabilities enable a more engaging and cohesive storytelling experience throughout the onboarding process

  6. By leveraging a design system, developers achieved greater flexibility and were able to develop the portal in a shorter timeframe, meeting tight deadlines.

The redesigned portal successfully addresses the key challenges of the previous system by providing a clear, informative, and independent onboarding journey for corporate employees. The modular design and customization options ensure the portal can be tailored to the specific needs of each organization, while the improved user experience and accessible information streamline the onboarding process.

The outcome of the project was a redesigned enrollment portal for Visit Health's OPD benefits platform that provides corporate employees with a streamlined and intuitive onboarding experience. The key features and benefits of the new portal include:

  1. The portal features a modular design that allows for easy customization to meet specific corporate requirements. This enables a more personalized onboarding journey for each organization.

  2. The portal makes it simple for users to onboard their group medical cover and add other policies like personal accident, term life insurance, OPD benefits, and more, all within a single journey.

  3. Users can access policy premium details at any time and receive updates on all dependent summaries included in each policy, providing transparency throughout the process.

  4. The new plan comparison screens present benefits in a user-friendly format, eliminating the need for users to scroll through lengthy documents for basic information. This enhances understanding and decision-making.

  5. The modular design and customization capabilities enable a more engaging and cohesive storytelling experience throughout the onboarding process

  6. By leveraging a design system, developers achieved greater flexibility and were able to develop the portal in a shorter timeframe, meeting tight deadlines.

The redesigned portal successfully addresses the key challenges of the previous system by providing a clear, informative, and independent onboarding journey for corporate employees. The modular design and customization options ensure the portal can be tailored to the specific needs of each organization, while the improved user experience and accessible information streamline the onboarding process.

15%

Reduction in user dropoff

40%

Increased voluntary policy sales

Increased voluntary policy sales

50%

Smooth Onboarding Experience

Smooth Onboarding Experience

Behind the Scenes

To ensure a smooth onboarding experience, I began by conducting user research and developing a user persona using Figma. This persona helped identify key user pain points and motivations. Collaborating with the product manager, I then defined the user journey. To generate creative solutions, I led a brainstorming session and conducted a competitor analysis, capturing the findings in moodboards for easy reference. Due to a tight deadline, I efficiently sketched initial wireframes on paper, which we then collaboratively refined and finalized. Following wireframe approval, I transitioned to high-fidelity design using Figma.

LinkedIn

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A Creative Portfolio designed by myself with ❤️&✨!!

LinkedIn

Instagram

Dribbble

Behance

Twitter

Medium

A Creative Portfolio designed by myself with ❤️&✨!!

LinkedIn

Instagram

Dribbble

Behance

Twitter

Medium

A Creative Portfolio designed by myself with ❤️&✨!!

LinkedIn

Instagram

Dribbble

Behance

Twitter

Medium

A Creative Portfolio designed by myself with ❤️&✨!!