MediShield

MediShield

Simplifying Healthcare Plan Enrollment for Field Agents

Simplifying Healthcare Plan Enrollment for Field Agents

Designed a mobile-first healthcare insurance enrollment platform that enables agents to register clients quickly and efficiently while on the move.

Designed a mobile-first healthcare insurance enrollment platform that enables agents to register clients quickly and efficiently while on the move.

A hand holding a smartphone mockup with a blank screen.

Year

2025

Project Type

Healthcare Insurance Mobile App + Admin Dashboard

Duration

5 Months

Roles & Responsibilities

UX Research , Wireframing, UI Design, Prototyping, Design System, Developer Handoff

MediShield is a mobile application designed to help healthcare agents efficiently enroll individuals in medical insurance plans. The MediShield team approached me to design and develop an MVP (Minimum Viable Product) after their existing solution failed to meet user and client expectations. 

MediShield is a mobile application designed to help healthcare agents efficiently enroll individuals in medical insurance plans. The MediShield team approached me to design and develop an MVP (Minimum Viable Product) after their existing solution failed to meet user and client expectations. 

MediShield is a mobile application designed to help healthcare agents efficiently enroll individuals in medical insurance plans. The MediShield team approached me to design and develop an MVP (Minimum Viable Product) after their existing solution failed to meet user and client expectations. 

This case study explores my journey from project discovery to delivering a functional and visually appealing product that met the client’s needs and successfully impressed stakeholders.

This case study explores my journey from project discovery to delivering a functional and visually appealing product that met the client’s needs and successfully impressed stakeholders.

Discovery Phase

Discovery Phase

When the MediShield team first contacted me, they provided very little context about the project, requesting only a few initial screens for their application. After reviewing their existing platform and conducting discussions with stakeholders, I discovered that the product was a healthcare plan enrollment application. The objective was to transform their existing web-based workflow into a seamless mobile experience.

When the MediShield team first contacted me, they provided very little context about the project, requesting only a few initial screens for their application. After reviewing their existing platform and conducting discussions with stakeholders, I discovered that the product was a healthcare plan enrollment application. The objective was to transform their existing web-based workflow into a seamless mobile experience.

2

2

weeks of discovery before direction was locked

weeks of discovery before direction was locked

Laptop-dependent enrollment

Laptop-dependent enrollment

Agents relied on laptops and stable connections, making field visits slower and more fragile.

Agents relied on laptops and stable connections, making field visits slower and more fragile.

Complex field workflow

Complex field workflow

Agents needed a guided way to capture details, access tools, and complete enrollments anywhere.

Agents needed a guided way to capture details, access tools, and complete enrollments anywhere.

Tools split across channels

Tools split across channels

Calendar, calling, customer details, and resources had to feel like one coherent workspace.

Calendar, calling, customer details, and resources had to feel like one coherent workspace.

MVP had to impress

MVP had to impress

The product needed to be functional, credible, and polished enough for client demonstrations.

The product needed to be functional, credible, and polished enough for client demonstrations.

Discovery to direction

A research-led process for simplifying a high-stakes workflow.

I moved from vague screen requests into a structured product discovery process: understanding agents, mapping workflow constraints, studying healthcare patterns, and prototyping the MVP direction in Figma.

01
Clarified the product context

Stakeholder discussions revealed the core challenge: healthcare plan enrollment needed to become mobile-first.

02
Studied agents and workflows

Research covered insurance agents, user behavior, industry applications, pain points, and demographics.

03
Rapidly explored in Figma

Instead of hand sketches, I created multiple interface concepts and aligned stakeholders around one MVP direction.

04
Prepared build-ready guidance

The handoff included design system documentation, walkthroughs, implementation reviews, and continuous feedback.

The MVP system

A mobile app for agents, plus a web portal for operations.

The solution focused on the daily needs of healthcare agents while giving the support team the administrative visibility they needed behind the scenes.

5-step enrollment flow

A simplified guided workflow helped agents capture customer information and complete medical insurance enrollments with less effort in the field.

Built-in calling

Agents could contact customers instantly, keeping communication close to the enrollment task.

Integrated calendar

Agents could schedule meetings, manage appointments, and organize follow-ups without leaving the app.

Web administration portal

The support team could manage tickets, monitor agent activities, and handle administrative operations more efficiently through a dedicated web experience.

Outcome

A cleaner, faster MVP that gave stakeholders confidence.

The final product delivered a clean and intuitive interface tailored to healthcare agents, a more efficient enrollment workflow, and a professional MVP that impressed stakeholders during client demonstrations.

✓ Mobile-first enrollment for field agents

✓ Design system, style guide, and reusable UI components

✓ QA and user testing refinements before handover

Learning the healthcare domain

The research helped uncover healthcare insurance workflows, regulations, and user expectations.

Cross-functional collaboration

Design walkthroughs and implementation reviews kept the product consistent through development.

User-centered problem solving

The final direction balanced stakeholder goals with the practical needs of agents working in the field.

Let’s Build Something Meaningful

Whether you’re building a SaaS product, redesigning an experience, or growing a design team—I’d love to collaborate.

Let’s Build Something Meaningful

Whether you’re building a SaaS product, redesigning an experience, or growing a design team—I’d love to collaborate.

Let’s Build Something Meaningful

Whether you’re building a SaaS product, redesigning an experience, or growing a design team—I’d love to collaborate.