Embedded Files
Portico Benefit Services
This dynamic benefit enrollment dashboard provides actionable educational content permitting members to establish net new benefits and complete annual enrollments.
Service offerings include health care, tax-advantaged accounts, wellness, dental, vision, disability, and life products, as well as a full range of pension, investment plans, and financial advisory services. No life product are not illustrated in this example.
The home page provides dynamic status-based text and button language (Get Started or Review Selections) for enrollment flow access.
Dashboard Starting State
The dashboard displays only those benefits for which the signed-in member is eligible.
Household Members
Health Benefits
Dental Benefits
Vision Care Services
Tax-Advantaged Accounts
Retirement Account
Dashboard Prior to Submission
This is the dashboard state after selections have been made and before they've been submitted.
Dashboard After Submission
This is the dashboard state after selections have been submitted.
This is the dashboard state after selections have been made and before they've been submitted.
Requirements
Dynamically present the benefits for which the signed-in user is eligible.
Educate the member about plan options and costs.
Dynamically present the benefits for which the primary member's spouse and children are eligible, if applicable.
Allow the primary user to add dependents and provide relevant proof of eligibility.
Allow members to return to an incomplete election flow and finish at a later time.
Display enrollment deadlines.
Legacy benefits enrollment required completion within a single visit and required weeks of internal manual processing.
Contributions
review of all usability study videos featuring benefit enrollment on the legacy site
distillation of research findings into actionable plans for improvement
use case documentation
user flow diagrams
participatory design
interactive hi-fidelity design prototypes of dashboard, selection screens, and educational content templates in Axure
requirements contributions
collaboration with developers
qualitative and quantitative research guidance, preparation, and participation
distillation of research findings into actionable plans for improvement
iteration based on research findings
copywriting for all dynamic functional content
presentation documents
Outcomes
users can complete enrollment across multiple visits without loosing data
eligibility drives content to ensure relevancy
reduced annual burden on customer support staff
steadily generates positive user feedback
improved efficiency and accuracy of previously manual tasks implemented online
improved flexibility for member growth beyond the initial audience
Hub and spoke information flow
benefit details are easily accessible from within the flow
Learn About details are rolled into content pages 1/1, reducing redundant work for development team
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