Benefits Platform
Smart Benefits Platform
Designed an AI-powered benefits experience that turns overwhelming open enrollment into a confident, guided decision.
X+
Employer clients
↑ X%
Enrollment completion rate
3
Embed modes designed
Before & After
The transformation
Before
Walls of text and plan comparisons. Employees guessed, defaulted to last year's choices, or skipped enrollment entirely.
After
Conversational benefits guidance. Personalized recommendations based on life situation and plan data.
The Problem
The most important financial decision of the year — made with no guidance.
Complexity without context
- Employees don't understand the difference between plan tiers, deductibles, or HSA eligibility.
- No way to model how different choices affect take-home pay.
- Most employees re-enrolled in last year's selections without reviewing.
Employers couldn't prove benefits ROI
- Low engagement with voluntary benefits meant employers were paying for programs employees didn't use.
- A white-label AI widget could fill the guidance gap at scale.
The Solution
Guidance embedded at the moment of decision.
1
Three embed modes
Side panel, modal, and inline variants designed for any recordkeeper platform.
2
Conversational comparison
Instead of tables, Aimee explains tradeoffs in plain language.
3
Life situation framing
Questions start with the employee's situation, not the plan structure.
Impact
Enrolling with confidence.
X+
Employer clients
↑ X%
Enrollment completion rate
3
Embed modes designed
Learnings
What I took away.
01
Meet people where they are
Embedding inside enrollment platforms, not requiring a separate tool, was everything.
02
Simplicity is a design decision
Every complex concept needed a plain-language translation before it could be designed.
03
White-label requires discipline
Designing for multiple host platforms forced a cleaner, more robust component system.