PROJECT OVERVIEW
The Precision Match Flow for HelloMedicare is a guided question flow designed to assist users in selecting Medicare plans that best suit their needs by pulling their health records and matching them with the right plan. However, the flow faces engagement challenges, with only 3-4.5% of sessions initiating and ~10% completing it. The process spans 23 screens and lacks visual engagement and clarity, leading to user frustration, distrust, and drop-offs.
Strategic Context
Low initiation and completion rates (3-4.5% initiate, with ~10% completing it)
Lengthy process and lack of visual appeal contributing to user dissatisfaction
Possible lack of trust affecting user confidence and completion
Challenges
Our hypothesis suggests that by streamlining the match flow into fewer, more intuitive steps, enhancing transparency, and incorporating visually engaging elements, we can improve user engagement and completion rates. By aligning the experience with user expectations for simplicity and visual appeal, we aim to build trust and satisfaction.
Hypothesis
Simplify the questionnaire for direct and efficient plan recommendations.
Enhance the UI with engaging visual elements and modern design principles.
Integrate features and transparency to build user trust and confidence in the process.
Redesign Focus
Product vision and strategy
UX/UI Design
Prototyping
Design audit
Design handoff
Video direction
My Role For 5 Months
Wireframes and prototypes
Design system
Design documentation
User testing
Instructional video
Deliverables
Launched October 2025
108% increase in flow yield
(year over year)83% increase in completion rate
Reduced user effort by over
50% (23 → 11 steps)42% increase in gained trust through health record pull
10% decrease in time spent completing the new flow
Impact
