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Flexible Customizable Member Services Demo

Bringing an online experience to life in the sales process

Our client wanted a way to show how various members types and plans would look without revealing any personal heath information. We created a series of plan demos to help them tell their story.

Showing more multiple configurations of products can be extremely challenging in a live site environment. Large portal based systems are often built to provide very personalized experiences. This is a great attribute for providing a focused, custom experience, however, our client needed a way to show the flexibility of their site environment as part of their sales process. The rules and logic that were in place behind the scenes did not allow their live site to do this.

We created a series of demos that showcase different user and plan types.  The demos allow our client’s sales team to show potential customers the flexibility of their live environment, and how specialized services may be displayed for their future members. The sales rep can quickly show their customer the most compelling parts of their member services site and how it might look to members who have different types of health plans, physician networks and other ancillary services. The demo is also used by customer support staff to help answer questions from members who already have the insurance.

Key Business Benefits:

  • Helps the sales and marketing team paint a full picture of the product offering to prospective customers
  • Provides an example of what new members will see and experience before they buy the health plan

Used for:

  • Customer service staff support
  • Sales and Marketing Presentations
  • Responding to RFPs
Insurance Plan Member Dashboard
Member Benefits Display
Woman looking at a mobile phont

Mobile app simulation using existing Figma libraries

Using our client’s existing UX pattern library, we built this demo to show prospective customers the depth of this global health insurance company’s mobile experience.
Group of people gathered around a computer on a table.

Medicare Plan Demo

Our member experience demos allow prospective insurance members to see how they can interact with their health plan online and which features they’ll be able to access if they choose the plan.
An image of buildings with columns suggesting government buildings

Medicaid Member Portal Demo

Highly-regulated government programs like Medicaid often have requirements that must be met in order to fulfill a health plan offering. We created a demo that communicated the depth and breadth of our client's offering to state governments.

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We’ve got this.

We’ve built literally hundreds of prototypes and demos. We know what it takes to efficiently simulate a robust site or app — whether it sits behind a login, or doesn’t exist in the real world at all. We‘ve refined our process to be as efficient as possible, without risking quality. We know the effort it takes to build a great demo, and we’ll deliver it on time and on budget.