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 Product Manager
5 Developers
Headquarters
SF, California, USA
Founded
2017
Industry
SaaS / HR Tech / Fintech
Revenue
$57M (2022)
Company size
200+
A modern-day benefits platform
🛑 The Challenge
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—especially on tablets and mobile devices.
🔵 The Solution
Design an AI-powered benefit claiming experience that reduces friction and increases clarity.
We introduced smart notifications, automated claim form filling with AI receipt reading, and a redesigned mobile-friendly store with filtering.
Together, these improvements clarified benefit eligibility, streamlined submission, and helped users complete claims faster.
$50K
Saved in benefit waste
3mins
Saved per claim submission
11%
Increase in non-desktop usage
“ With our new visual branding and language in place, the new Shopify brand clearly captures the essence of our current and target customer base, our employees, and our values. ”
Tobias Lütke
CEO, Co-founder | Shopify
Conclusion
The StreamLine mobile banking app redesign successfully addressed the usability issues, resulting in a more intuitive and user-friendly experience. The improved UX/UI design led to increased user adoption, engagement, and satisfaction, demonstrating the value of a well-designed template for UX designers.
