Simplifying Enterprise Policy Onboarding at Visit Health
Collaboration
Research & Cross-Functional Discovery
Partnered closely with product managers, developers, and relationship managers to audit the existing user login and policy onboarding processes, locating exact friction points and user drop-off triggers.
Aligning Stakeholders Under Tight Deadlines
Through rapid wireframing and collaborative design sprints, we aligned engineering and business stakeholders early, mapping out every possible customization scenario for corporate policies to eliminate scope creep.
Internal User Testing & Validation
Built prototypes and ran usability tests with employees to validate the new flows. The feedback confirmed that the journey successfully transformed a complex process into an easy, intuitive experience.
Design Exploration
Modular Architecture & Customization Systems
Prototyped iterative interface concepts focused on reusable components that could easily adapt to diverse corporate branding and policy requirements.
Figma Architecture & Prototyping
Built a scalable component library featuring a primary and secondary color scheme framework capable of dynamic corporate customization, alongside streamlined multi-policy integration paths.
Design Solution
The final zero-to-one design architecture eliminated friction and empowered users through targeted modules:
Unified Multi-Policy Onboarding
Enables users to seamlessly onboard their group medical cover and add other policies—such as personal accident, term life, and OPD benefits—within a single, continuous journey.
Transparent Premium & Dependent Tracking
Gives users real-time access to policy premium details and updates on all dependent summaries included in each policy at any step of the process.
User-Friendly Plan Comparison Screens
Replaced lengthy text-heavy documents with modular comparison formats, eliminating the need to scroll through dense text for basic benefit information.
Tokenized Design System Integration
Built on a modular component library that allowed developers to achieve greater flexibility and deploy custom corporate portals rapidly under tight deadlines.
Outcomes & Learnings
Strategic Design Takeaways
Modularity Drives Speed: Building with a modular, tokenized design system directly slashes frontend rollout times for enterprise clients without sacrificing UI integrity.
Transparency Builds Adoption: Exposing policy details and dependent summaries upfront removes user hesitation and drives self-serve completion.
Retrospective & What I Would Do Next:
Next Steps: Future iterations will explore automated push notifications for renewal tracking and deeper predictive health recommendations based on individual policy usage patterns.
