Enterprise SaaS · Insurtech · Web
Employee Benefits Platform
One benefits system, three stakeholders, three purpose-built surfaces.
Period2022
RoleUX Researcher · Product Designer
ScopeWeb SaaS · Multi-stakeholder
Overview
The Employee Benefits Management System is a digital platform that streamlines the administration and utilization of employee insurance benefits. It serves three key stakeholders — insurance providers, HR administrators, and employees — giving each a seamless, transparent, and efficient way to manage health and wellness benefits.
My role
- UX Researcher
- Product Designer
Responsibilities
- ·Conducted user interviews with all three stakeholder groups to identify pain points.
- ·Created user flows and wireframes to balance simplicity for employees with advanced functionality for HR and insurers.
- ·Prototyped and tested interactive components.
Understand the users
Three audiences, one shared benefit journey
With personas as a guide, I translated the needs of insurers, HR admins, and employees into three core experience pillars — each surface optimized for how that group actually works.
Design solutions
From a shared feature map to three tailored surfaces
Feature list
A structural feature list helped the team understand the end-to-end flow and align before moving into design.
Insurer (Broker) Panel
- ·Prioritize high-density data with quick actionability
- ·Reduce manual entry errors
HR EB Panel
- ·Minimize cognitive load for multitasking admins
- ·Streamline family enrollment
Employee Portal
- ·Mobile-first, gesture-friendly
- ·Provide instant claim status
In short
A single benefits system that respects three very different working contexts — dense actionability for insurers, low-friction administration for HR, and a calm mobile-first experience for employees.