Prism HR — Life Insurance Enrollment
Designed a 0-to-1 digital enrollment platform for a complex, multi-employer HR system launched live at annual conference under a fixed deadline.
Success depended on making complex insurance rules understandable without sacrificing compliance.
0→1
digital launch replacing paper-based enrollment
100,000+
powers more than 100,000 organizations
$100+B
processed in annual payroll
The Problem
Enrollment was complex and high-risk. Dense insurance rules, GI thresholds, and EOI requirements had to be navigated by non-expert users across multiple stakeholder groups, HR, payroll, and insurer, with no existing digital foundation to build on. Failure wasn't an option: the launch was both a product debut and a sales moment at the annual conference.
My Role
- Lead Designer across two distributed teams
- Owned UX strategy, execution, and delivery
- Aligned product, legal, actuarial, and engineering stakeholders
- Defined shared design framework and milestones across teams
What I Did
Translated dense insurance logic into clear decision paths
GI thresholds and EOI requirements are genuinely complex. I built a shared UX framework across both teams that turned actuarial rules into decision flows non-expert users could navigate with confidence without hiding the compliance requirements.
Designed clear GI visibility and seamless EOI handoffs
Abandonment risk was highest at the GI threshold and EOI handoff moments. I designed these transitions to surface clearly and early, reducing surprise friction that caused users to drop out before completing enrollment.
Made premiums and per-paycheck deductions immediately clear
Cost confusion is the single biggest driver of enrollment abandonment in benefits products. I treated cost clarity as a trust and adoption driver, not a footnote showing per-paycheck impact at every decision point.
Delivered on-time for a high-stakes public launch
The platform launched live at Prism Annual Conference, a fixed, immovable deadline. Leading two distributed teams to a successful public debut under that pressure required tight milestone management and relentless stakeholder alignment.
Outcome
Successful on-time launch at a business-critical event. Enrollment errors and support volume dropped post-launch. The platform established the digital foundation for future HR products, and proved that compliance-heavy enrollment doesn't have to be painful for the people going through it.