Claiming benefits, reimagined through AI and UX

Streamlined the end-to-end benefit claiming journey, from reimbursements to benefit product discovery.
Saved users 3 minutes per submission while recovering thousands of dollars 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

A modern-day benefits platform

A modern-day benefits platform

Headquarters

California
SF, California, USA

Founded

2017

Industry

SaaS
HR Tech
Fintech
SaaS, HR Tech, Fintech

Revenue

$57M
(2022)
$57M (2022)

Company size

200+

THE CHALLENGE

When claiming
becomes a chore

When claiming
becomes a chore
Users struggled with unclear benefit eligibility, and time-consuming manual claiming processes.
Users struggled with unclear benefit eligibility, and time-consuming manual claiming processes.

THE SOLUTION

Intelligent claims
made simple

Intelligent claims
made simple
Designed an AI-powered benefit claiming experience to reduce friction and shorten claim time.
Designed an AI-powered benefit claiming experience to reduce friction and shorten claim time.

We achieved

We achieved
Launched and enrolled by world class companies

$50K

$50K

Saved in benefit waste

50%

50%

Time saved per claim submission

8%

8%

Reduced support inquiries

RESEARCH

Uncovering problem:
intensive 2 weeks
research sprint

Uncovering problem:
intensive 2 weeks
research sprint
• 15 remote moderated user testing
• 6 Linear tickets
• Analyzing support tickets
• Stakeholder Interview

• 15 remote moderated user testing
• 6 Linear tickets
• Analyzing support tickets
• Stakeholder Interview

Conceptualization:

Conceptualization:
Led a cross-functional effort to streamline the claim experience by identifying drop-off points and launching key support features:

Led a cross-functional effort to streamline the claim experience by identifying drop-off points and launching key support features:

• Auto Claim
• Claim Notifications
• Benefits Filters
• Auto Claim
• Claim Notifications
• Benefits Filters

Achievements

Achievements

What would I do things differently with AI tools?

What would I do things differently with AI tools?

NEW SOLUTION

AI‑powered Claims:
Email Receipt Scan + Policy‑to‑Approve

AI‑powered Claims:
Email Receipt Scan + Policy‑to‑Approve

Let's connect!

Email Me!

© Todd Wu Design 2024. All rights reserved.

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Let's connect!

Email Me!

© Todd Wu Design 2024. All rights reserved.

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