Health Insurance Broker Portal

About the project

A Health Care Company approached Hitachi Solutions NA about updating their system that Brokers use to manage their groups and the members for each group. Previous work with Hitachi led to the creation of a design system that needed to be expanded upon for the Broker Portal project.

Client: Health Care Company

Role: Product Designer

Implementation Team: 8+ Team Members + Client

Timeframe: 16 weeks for Design work, 7+ months for Development (ongoing)

Business Goals

  1. Due to intensive development efforts and limited budget, designs needed to be low to mid-fidelity with a focus on workflows and less on UI.

  2. Allow Brokers, Broker Admins, and Health Business Administrators to manage their groups and the members within those groups.

  3. Expand on existing design systems created by previous designers.

  4. Integrate existing workflows from New Small Group Sales into this new Portal experience.

 

Broker - View a Group Workflow

Note: To see where to click next, click anywhere on a screen in the prototype, and the next clickable area will highlight blue. To restart the prototype, press the ‘R’ key on your keyboard.

 

Broker - View a Members’ Details

Note: To see where to click next, click anywhere on a screen in the prototype, and the next clickable area will highlight blue. To restart the prototype, press the ‘R’ key on your keyboard.

When a Broker views a Member, they are able to enter the following Member Maintenance flows:

  • Covert the Member to Cobra

  • Download or Order ID Cards

  • Terminate the Subscriber

  • Edit the Subscriber Information

  • Edit their Contact Information

  • Reactivate a Dependent

  • Add a Dependent

  • Edit a Dependent

  • and make any changes when Open Enrollment is available.

 

Member Open Enrollment

Note: To see where to click next, click anywhere on a screen in the prototype, and the next clickable area will highlight blue. To restart the prototype, press the ‘R’ key on your keyboard.

 
 

To learn more about my process, view additional personas, see additional workflows, and additional mock-ups please contact me!