Flip the Switch to a New Mobile-Friendly Employee Experience. Shannon Osborne & Brad Kaloupek
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1 Flip the Switch to a New Mobile-Friendly Employee Experience Shannon Osborne & Brad Kaloupek
2 Agenda Design of the New Consumer UI New Enrollment Experience Test Drive & Feedback 2
3 Design of the New Consumer UI 3
4 Design of the New Consumer UI Clean & modern aesthetic Home THRIVE Welcome Natalee $0 per pay period Responsive design Profile Shop for Medical Benefits Figuring out which plan is right for you and your family can be a little complicated. But don't worry, we're going to help you figure it out. Watch these videos to learn about the different Informed versus Actionable Documents PPOs vs. HDHPs types of medical plans and how they work. Additional Videos (5): Premiums, Deductibles, Copays and Out-of-Pocket Maximums Help & Resources What is In-and-Out-of-Network? What is Coinsurance? Online shopping analogy What is a Copay? Show Coverage for: Sort by: Select Carrier: Yourself Recommended -- Designed for compatibility Recommended HDHP $5000 Deductible $57.58 Cost per pay period HDHP Select 70 - $10,000 Deductible $59.92 Cost per pay period Open Access Value $1500 $75.00 Cost per pay period Select Plan Select Plan Select Plan Compare Compare Compare PPO $500 Open Plan PPO $1000 Open Plan 4 PPO $2000 Open Plan
5 Design of the New Consumer UI Mobile & Technology Focus on the mobile experience Responsive web design Shop and Enroll in Benefits Let s start with your profile and see if anything has changed since last year. Using the PlanSource API allows us to leverage new technology React from Facebook Increased speed of the UI Get Started 2-3x faster Review Profile 5
6 Design of the New Consumer UI Online Shopping Home Profile THRIVE Medical: Aetna HDHP $5000 Deductible Back to Available Plans Welcome Natalee $0 per pay period e $57.58 per pay period $98.41 $57.58 Welcome Natalee per pay period Benefits New Enrollment Current Benefits Past Benefits Documents Please select family covered: Yourself, Johnathan Jr. Elizabeth Yourself Born 05/12/1978 Covered + Add a Family Member Johnathan Jr. Child Born 05/12/1999 Not Covered Johnathan Sr. Spouse Born 05/12/1978 Not Covered HDHP $5000 Deductible $ $57.58 Cost per pay period Update Cart Aetna HDHP $5000 Deductible Added to Cart Medical: Aetna HDHP $5000 Deductible Health Savings Account (HSA) $57.58 Shop Plans Your Projected Costs? $16,000 Maximum? Edit Preferences Decline Medical Benefits 1 of 5 Benefits Complete Dental Shop Plans $4,400 Estimate? $1,550 Minimum? HDHP $5000 Deductible Vision: Declined $0.00 Recommendation? We recommend enrolling in HDHP $5000 Deductible Prior Coverage + HDHP $5000 Deductible $57.58 Help Me Decide Cost per pay period $ $57.58 Cost per pay period Voluntary Life Insurance: Metlife Accident Insurance $95.00 Shop Plans Coverage Levels Self $57.58 Cost per pay period Update Cart Hospital Insurance Shop Plans + Self + Spouse $ Cost per pay period Decline Medical Benefits 3 of 8 Benefits Complete Review & Checkout 6
7 Design of the New Consumer UI Testing & feedback Testing & Optimization has been done at every stage of the process This is cool. It tells me what I paid last year 89% positive feedback in early testing Very easy to understand what I m supposed to do. Tested with ~120 Partners at last Eclipse Oh good. It tells me I m done! Moderated user testing December 2016 with Beta code I don t have to click a bunch of places. 7
8 New Enrollment Experience 8
9 New Enrollment Experience Homescreen 9
10 New Enrollment Experience Homescreen 10
11 New Enrollment Experience 11
12 New Enrollment Experience Plan Shopping 12
13 New Enrollment Experience Plan Shopping & Comparison 13
14 New Enrollment Experience Plan Shopping & Comparison 14
15 New Enrollment Experience Your Benefits 15
16 New Enrollment Experience Shopping List $
17 New Enrollment Experience Review & Confirm Benefits 17
18 New Enrollment Experience The Migration Process Example Outsourced Migration Timeline CoSourced Brokers: you can begin Start +30 Days +60 Days migrating your clients today Notification Window Migration Window OutSourced Employers: your account manager will contact you Client notified about upcoming migration Client can migrate to UI 3.0 Migration Completed and begin migrating over the next 6 months March 2018, we anticipate full migration to UI 3.0 and sunset of the legacy system 18
19 Test Drive & Feedback: Let s Flip that Switch 19
20 Test Drive Let s test drive & compare the two Enrollment Experiences First: Enroll with the existing Employee Enrollment Second: Enroll with the migrated, new 3.0 Employee Enrollment Photo by Oliur Rahman
21 Feedback Overall, what differences did you notice between the two enrollment experiences? Your thoughts on migrating: Would you like to be assisted or would you feel more comfortable doing it yourself. What, if any, difficulty do you see for your Employees (or Employers) in enrolling using the new Experience? Photo by Alex Knight
22 Confidential and Proprietary
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