Claiming benefits, reimagined through AI and UX
Streamlined the entire benefit claiming journey—from receipt upload to product discovery.
Saved users 3 minutes per submission while recovering thousands in unclaimed benefits.
Duration
8 Weeks
Role
Product Designer
Led end-to-end design
Stakeholder interviews, Wireframes, Prototypes,
IA, and User testing
Team
1 Designer (Me)
1 Developer Manager
1 PM
5 Developers
THE COMPANY
Headquarters
Founded
2017
Industry
Revenue
Company size
200+
THE CHALLENGE
When Claiming
Becomes a Chore
Users struggled with unclear benefit eligibility, inconsistent mobile experiences, and time-consuming manual claim processes.
As a result, many left their benefits unclaimed or abandoned the process altogether.
THE SOLUTION
Intelligent Claims
Made Simple
Designed an AI-powered benefit claiming experience to reduce friction and shorten claim time.
We added smart notifications, AI-powered auto-fill, and a mobile-friendly store with filters—clarifying eligibility and speeding up the claim process.
We achieved
Launched and enrolled by world class companies
Saved in benefit waste
Time saved per claim submission
Increase in
non-desktop usage
RESEARCH
Uncovering problem:
intensive 2 weeks
research sprint
• 15 remote moderated user testing
• 6 Linear tickets
• Analyzing support tickets
• Stakeholder Interview
Conceptualization:
Led a cross-functional effort to streamline the claim experience by identifying drop-off points and launching key support features:
• Run-out Claim Notifications
• AI Read Receipts
• Benefits Filters for Forma Store
