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Disability Claims Management Platform

Transforming a complex claims management workflow into a streamlined process.

Role
Lead Product Designer
Tools
Figma, Jira
Industry
Healthcare Consulting

Understanding the Problem Space

A leading disability claims management organization needed to modernize a fragmented, multi-system process that slowed every claim and exhausted every team member who touched it.

Specialists juggled disparate tools, ran redundant validations across platforms, and operated without a unified source of truth.

The complexity had a compounding cost: new claims managers averaged six months before reaching full productivity — an onboarding burden the organization could no longer sustain.

Expand Process Flow Diagram

Designing the Solution

Stakeholder Deep Dives

Claims auditors guided the team through detailed walkthroughs of every scenario in the management cycle, giving us ground-level fluency in process complexity before any design decisions were made.

Scenario Mapping

Each scenario was mapped by role and system to surface bottlenecks, redundant steps, and opportunities where automation could meaningfully reduce manual effort.

Requirementse & Feature Backlog

Working alongside key stakeholders and business analysts, we documented and prioritized the full requirements set needed to support the platform's transformation goals.

Design System & Technical Documentation

A comprehensive design system was built alongside the platform — covering component specs and technical documentation — to accelerate development and ensure consistency at scale.

Sprint Planning & Delivery

Through regular sprint planning and pointing sessions, we scoped the full development lifecycle to hit delivery targets, enabling claims specialists to test and provide feedback in a live environment early in the process.
Expand ComplyIQ Wireframes

Outcome

The platform reduced claim processing time from days to hours, unlocked millions in operational value, and drove a 3× increase in employee NPS.

Executives cited it as one of the most successful transformations in the company's history.

→ Hours

reduction in average charting time

3x

Increase in employee NPS post-launch.

Millions unlocked

in operational value through automation and efficiency gains.

Expand Process Flow Diagram

Problem

Claims analysts juggled fragmented tools and redundant validations across multiple systems, with new hires taking an average of six months to reach full productivity.

Solution

Led a design pod through deep-dive research, scenario mapping, and iterative design to build a unified claims platform with a comprehensive design system and automated workflows.

Outcome

The platform cut processing time from days to hours, drove a 3× increase in employee NPS, and was cited by executives as one of the most successful transformations in the company's history.

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