Simply Benefits UI/UX Design
Introduction & Background
Simply Benefits sought to revolutionize the user experience for benefits advisors, plan administrators, and plan members through their various digital platforms. Our task was to design intuitive and seamless interfaces for their desktop portals and mobile application, ensuring that each user group could easily navigate and utilize the tools and information available to them.
The Challenge
The primary challenge was to create a cohesive and user-friendly experience across three distinct user groups: benefits advisors, plan administrators, and plan members. Each group had unique needs and tasks, necessitating a tailored approach to the UI/UX design. Additionally, the mobile application for plan members required a design that was both functional and visually appealing on smaller screens.
The Solution
To address these challenges, we focused on solving problems through design by creating an intuitive and seamless user experience for each group.
Benefits Advisors Portal
Dashboard
Designed a clean and organized dashboard allowing advisors to quickly access quotes, onboard new clients, and manage existing groups.
Quotes
Designed an easy simplified way for advisors to create quotes for their client groups.
Account Management and Commissions
Designed an easy way for advisors to view and manage accounts and analyze their commissions on client groups.
Plan Administrators Portal
Plan Member Management
Developed intuitive interfaces for onboarding and managing members, with straightforward forms and easy-to-follow workflows.
Plan Overview
Created detailed yet accessible overviews of plan coverage, allowing administrators to manage and view plan details efficiently.
Generating Reports and Viewing Invoices
Designed intuitive ways for plan administrators to easily generate desired reports and to view and download invoices.
Plan Members Desktop Portal and Mobile Application
Claims Submission
Designed a user-friendly claims submission process with clear steps and helpful prompts to reduce errors and improve submission success rates.
Plan Coverage
Provided easy access to plan coverage details, usage statistics, and benefit limits, ensuring members could find the information they needed quickly.
Mobile Optimization
Ensured the mobile application was optimized for small screens, with touch-friendly navigation and responsive design elements to enhance usability on the go.
The Results
Our UI/UX design efforts resulted in a seamless and intuitive experience for all user groups.
Benefits Advisors
Experienced increased efficiency in managing client groups and providing quotes, leading to improved client satisfaction.
Plan Administrators
Benefited from streamlined plan member management, invoices, and report generation reducing administrative workload and increasing productivity.
Plan Members
Enjoyed a smooth and accessible experience when submitting claims, checking plan details, and using the mobile application, leading to higher engagement and satisfaction.
Testimonial
"Adam was a game-changer for Simply Benefits. His expertise in digital marketing and content creation boosted our online presence and engagement. The professional videos and targeted social media strategy were particularly impactful, leading to increased client inquiries and conversions. His commitment to understanding our unique needs and delivering tailored solutions was impressive. We are thrilled with the results and look forward to continuing our collaboration."
- Jeff Cox, CEO at Simply Benefits
Conclusion
Our comprehensive UI/UX design for Simply Benefits successfully addressed the unique needs of benefits advisors, plan administrators, and plan members. By focusing on intuitive design and seamless user experiences, we enhanced the functionality and appeal of Simply Benefits' digital platforms. This project underscores our commitment to solving problems through design and delivering exceptional user experiences across various digital touchpoints.