Simple life
Streamlining employee benefits
Background & Task Description
The employee benefit process has been historically outdated. A very successful benefits broker approached us with a desire to create a product which would help his team and clients.

It was clear from the beginning that each user type needs to have a personalized experience focused on making their life as simple as possible.

We had to architect and design the entire system from scratch, taking into the account all the nuances of a very messy process traditionally done on paper and in Excel spreadsheets.

Not only we had to adapt the process to the digital world but streamline everything as much as possible so that the broker would become more efficient and everyone else would spend the least amount of time on this mundane, yet so important activity.
Workflow overview
What needs to happen and who is involved
Broker
Defines several benefit packages based on company's needs and budget. Sends options to HR.
HR
Defines several benefit packages based on company's needs and budget. Sends options to HR.
Employee
And you will be happy ever after with our super amazing product
Broker Experience
Broker defines several benefit packages based on company's needs and budget. Sends options to HR. The interface is flexible to allow for a large number of various cases.
HR Experience
HR reviews and selects the plans to offer to employees. The interface helps to focus on what's important.
Employee Experience
Employees choose the plan they like. The experience is conversational, guiding a user from step to step.