Mar - Jun 2024
Florida Blue Plan Wizard
Florida Blue partnered with frog to reimagine its digital services, with a focus on helping members prepare for the year ahead and improving plan renewal rates.
As the interaction designer on the project, I ensured adherence to Florida Blue’s new design system while designing Plan Wizard, an intelligent plan-matching tool that recommends plans based on historical claims data and individual member needs.
Mar - Jun 2024
Florida Blue Plan Wizard
Florida Blue partnered with frog to reimagine its digital services, with a focus on helping members prepare for the year ahead and improving plan renewal rates.
As the interaction designer on the project, I ensured adherence to Florida Blue’s new design system while designing Plan Wizard, an intelligent plan-matching tool that recommends plans based on historical claims data and individual member needs.
Mar - Jun 2024
Florida Blue Plan Wizard
Florida Blue partnered with frog to reimagine its digital services, with a focus on helping members prepare for the year ahead and improving plan renewal rates.
As the interaction designer on the project, I ensured adherence to Florida Blue’s new design system while designing Plan Wizard, an intelligent plan-matching tool that recommends plans based on historical claims data and individual member needs.
My role
UX and Interaction Designer
Project Focus
Product Design and Strategy
Client / Co.
My role
UX and Interaction Designer
Project Focus
Product Design and Strategy
Client / Co.
My role
UX and Interaction Designer
Project Focus
Product Design and Strategy
Client / Co.
The Need
The Need
The Need
Plan selection is a major commitment, with potentially heavy impact on Members’ lives. Choosing the right plan is a frustrating and confusing point in time.
We helped Florida Blue identify two key challenges: members dropping off during the plan renewal process and underutilization of preventative care benefits. These issues led to lower renewal rates and higher provider costs.
Plan selection is a major commitment, with potentially heavy impact on Members’ lives. Choosing the right plan is a frustrating and confusing point in time.
We helped Florida Blue identify two key challenges: members dropping off during the plan renewal process and underutilization of preventative care benefits. These issues led to lower renewal rates and higher provider costs.
Plan selection is a major commitment, with potentially heavy impact on Members’ lives. Choosing the right plan is a frustrating and confusing point in time.
We helped Florida Blue identify two key challenges: members dropping off during the plan renewal process and underutilization of preventative care benefits. These issues led to lower renewal rates and higher provider costs.
"We have got to instill a high level of Member satisfaction from day one. That starts with making sure they have the right plan, their drugs are on the formulary, the cost they were quoted for out-of-pocket is accurate, and they understand how to access supplemental benefits."
- FLORIDA BLUE STAKEHOLDER
"We have got to instill a high level of Member satisfaction from day one. That starts with making sure they have the right plan, their drugs are on the formulary, the cost they were quoted for out-of-pocket is accurate, and they understand how to access supplemental benefits."
- FLORIDA BLUE STAKEHOLDER
"We have got to instill a high level of Member satisfaction from day one. That starts with making sure they have the right plan, their drugs are on the formulary, the cost they were quoted for out-of-pocket is accurate, and they understand how to access supplemental benefits."
- FLORIDA BLUE STAKEHOLDER
The Solution
The Solution
The Solution
Plan Wizard is an intelligent plan match tool that combines member utilization data with new user input to generate custom recommendations, prioritized and contextualized based on a Member’s unique needs.
The experience is comprised of two main parts: Q&A and Plan Match Results.
Plan Wizard is an intelligent plan match tool that combines member utilization data with new user input to generate custom recommendations, prioritized and contextualized based on a Member’s unique needs.
The experience is comprised of two main parts: Q&A and Plan Match Results.
Plan Wizard is an intelligent plan match tool that combines member utilization data with new user input to generate custom recommendations, prioritized and contextualized based on a Member’s unique needs.
The experience is comprised of two main parts: Q&A and Plan Match Results.
Designs
Designs
Designs
Q&A
Q&A
Q&A
The Q&A interactively guides users through a series of questions to confirm or select preferences for critical plan decision criteria. Key features include:
Progressive Disclosure: Each question appears on its own page to simplify the interface and reduce cognitive overload.
Educational Checkpoints: Contextual explanations help users understand how each choice affects their plan match results, highlighting why each question matters.
Personalized Pre-fill: Leveraging members’ historical usage data, Plan Wizard pre-fills relevant information and offers suggestions, minimizing manual input and streamlining the experience.
The Q&A interactively guides users through a series of questions to confirm or select preferences for critical plan decision criteria. Key features include:
Progressive Disclosure: Each question appears on its own page to simplify the interface and reduce cognitive overload.
Educational Checkpoints: Contextual explanations help users understand how each choice affects their plan match results, highlighting why each question matters.
Personalized Pre-fill: Leveraging members’ historical usage data, Plan Wizard pre-fills relevant information and offers suggestions, minimizing manual input and streamlining the experience.
The Q&A interactively guides users through a series of questions to confirm or select preferences for critical plan decision criteria. Key features include:
Progressive Disclosure: Each question appears on its own page to simplify the interface and reduce cognitive overload.
Educational Checkpoints: Contextual explanations help users understand how each choice affects their plan match results, highlighting why each question matters.
Personalized Pre-fill: Leveraging members’ historical usage data, Plan Wizard pre-fills relevant information and offers suggestions, minimizing manual input and streamlining the experience.
Plan Match Results
Plan Match Results
Plan Match Results
After completing the Q&A, users see their personalized Plan Match Results, designed to support informed decision-making. Key features include:
Benefit Awareness: Free and included plan services are highlighted on the loading screen while matches are generated, increasing user awareness of available benefits.
Parallel Scroll Interaction: A sticky left rail keeps key reference information visible as users scroll through results, ensuring context is maintained.
Plan Comparison: Members can compare up to three plans at once. On mobile, plans are viewed by swiping, while larger screens display plans side-by-side.
After completing the Q&A, users see their personalized Plan Match Results, designed to support informed decision-making. Key features include:
Benefit Awareness: Free and included plan services are highlighted on the loading screen while matches are generated, increasing user awareness of available benefits.
Parallel Scroll Interaction: A sticky left rail keeps key reference information visible as users scroll through results, ensuring context is maintained.
Plan Comparison: Members can compare up to three plans at once. On mobile, plans are viewed by swiping, while larger screens display plans side-by-side.
After completing the Q&A, users see their personalized Plan Match Results, designed to support informed decision-making. Key features include:
Benefit Awareness: Free and included plan services are highlighted on the loading screen while matches are generated, increasing user awareness of available benefits.
Parallel Scroll Interaction: A sticky left rail keeps key reference information visible as users scroll through results, ensuring context is maintained.
Plan Comparison: Members can compare up to three plans at once. On mobile, plans are viewed by swiping, while larger screens display plans side-by-side.
Impact
Impact
Impact
By achieving better plan fit for Members and increasing confidence in Florida Blue as a service provider, we impacted retention.
Although I don’t have access to business metrics that were impacted by the launch of this solution, the final designs were handed over to Florida Blue with high praises by the client. They especially appreciated the thoughtful designs and detailed handoff material we created that documented all the interaction patterns, data sources, and design rationale—all of which aids the implementation process that would be done by Florida Blue’s internal design team.
By achieving better plan fit for Members and increasing confidence in Florida Blue as a service provider, we impacted retention.
Although I don’t have access to business metrics that were impacted by the launch of this solution, the final designs were handed over to Florida Blue with high praises by the client. They especially appreciated the thoughtful designs and detailed handoff material we created that documented all the interaction patterns, data sources, and design rationale—all of which aids the implementation process that would be done by Florida Blue’s internal design team.
By achieving better plan fit for Members and increasing confidence in Florida Blue as a service provider, we impacted retention.
Although I don’t have access to business metrics that were impacted by the launch of this solution, the final designs were handed over to Florida Blue with high praises by the client. They especially appreciated the thoughtful designs and detailed handoff material we created that documented all the interaction patterns, data sources, and design rationale—all of which aids the implementation process that would be done by Florida Blue’s internal design team.
Want to see more?
Want to see more?
Want to see more?
I have a full case study for this project—please click below for the presentation deck.
I have a full case study for this project—please click below for the presentation deck.
I have a full case study for this project—please click below for the presentation deck.
