USER INTERFACE
Presentation—
UI Design: Featuring Insurance, Healthcare, and Financial Themes
A selection of UX and product design work across regulated systems, focused on simplifying complex workflows, improving decision clarity, and delivering polished multi-platform experiences.
Homesite Insurance: Guiding renters through policy transfer and re-quote
During COVID, Homesite experienced a surge in renter cancellations driven by relocation and major life changes. Research revealed that many policyholders were unaware they could transfer their policy rather than cancel coverage entirely.
This redesign introduced a new servicing-path CTA that guided users into a streamlined re-quote and policy transfer experience directly within the platform. Policyholders selected the type of property they needed to protect, entered a new policy start date, and generated an updated quote without leaving the servicing flow.
To reduce friction, the experience introduced SmartyStreets, which addresses auto-completion, and integrated Homesite’s quote-routing API, previously limited to the sales platform, into the servicing process. Policyholders could then purchase the updated policy, decline the quote, or save it via email for later review, helping reduce unnecessary churn during a high-volume cancellation period.
Homesite Insurance: Turning cancellation intent Into retention opportunities
Redesigned Homesite’s cancellation experience to support self-service policy cancellation while introducing earlier retention opportunities within the flow. Customers exploring cancellation were guided toward alternatives such as policy transfer and re-quote, while the experience also captured behavioral and cancellation insights previously unavailable to the business. The initiative reduced dependence on support, improved customer autonomy, and helped address unnecessary churn during a high-volume cancellation period.
Research revealed that some customer groups, including seasonal workers, migrant workers, and students, often required temporary coverage tied to short-term living situations or academic schedules. To better support these use cases, the experience introduced an opt-in follow-up feature that allowed customers to schedule future outreach via phone or text when coverage needs changed.
UnitedHealthcare: Reducing workflow collisions in overpayment claims processing
Designed examiner-facing workflows for an overpayment recovery registry used in high-volume Medicare claims processing at UnitedHealthcare. The experience helped claims examiners quickly identify assigned work, manage recovery actions, and prevent workflow collisions across shared queues.
The redesign focused on reducing cognitive load and operational friction by improving claim visibility, filtering, task ownership, and state management. Features included claim locking, advanced filtering, recovery-state tracking, and direct access to claim details—helping examiners process complex overpayment cases more efficiently and with less ambiguity.
Homesite Insurance: Improving payment clarity through dashboard-based UX
Redesigned dashboard-based payment workflows for auto insurance customers, helping users quickly understand balances, payment options, and next actions across desktop and mobile experiences.
Homesite Insurance: Multi-policy menu
Redesigned the account dashboard experience for customers managing multiple insurance policies, improving visibility, navigation, and task access across complex account structures.
The solution introduced a scalable policy-selection component that allowed users to quickly identify, expand, and act on individual policies, supporting tasks such as viewing coverage, accessing documents, and making payments without unnecessary navigation or confusion.
OnStar Insurance: Creating scalable payment workflows for white-labeled insurance platforms
Designed a branded payment and servicing experience for OnStar Insurance as part of Homesite’s white-label insurance platform ecosystem.
The work focused on creating scalable UX patterns that could support multiple policy types: auto, home, and renters, while maintaining a cohesive OnStar-branded experience. The resulting workflows improved payment clarity, reduced servicing friction, and created a more unified customer account experience.
Fidelity Investments: Helping users visualize the impact of smarter retirement contributions
Designed an interactive retirement-planning experience for Fidelity Investments that helped users understand how small contribution changes could impact long-term savings growth. The experience combined real-time visual projections, contribution sliders, and goal-based messaging to encourage users to increase retirement contributions beyond employer match levels. The goal was to simplify complex financial forecasting into a more understandable and motivating planning experience that supported informed financial decision-making.
Rectangle Health: Simplifying financial reconciliation for healthcare payment workflows
Redesigned reconciliation and reporting workflows for Rectangle Health’s healthcare payment platform, helping merchant users manage high-volume financial transactions with greater clarity and efficiency.
The experience focused on improving transaction visibility, report customization, batch reconciliation, and usability across complex payment-processing workflows used by healthcare practices. The redesign also modernized the platform’s UI patterns, improving accessibility, legibility, interaction clarity, and overall workflow efficiency within a constrained technical environment.
Rectangle Health: Streamlining patient intake through smart form automation
Designed a streamlined patient-intake experience for healthcare merchant users within Rectangle Health’s Practice Management Bridge platform.
By introducing predictive search and auto-populated form behaviors, the workflow reduced repetitive data entry and simplified how staff retrieved and managed patient information during payment-processing and onboarding tasks. The redesign focused on improving speed, accuracy, and usability across high-volume administrative workflows.