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A case study by Praxent⌘

BENEFITS ENROLLMENT PLATFORM INCREASES PIPELINE BY 300%

REDESIGNED EMPLOYEE BENEFITS ENROLLMENT PORTAL 3XS REVENUE IN HIGHLY REGULATED
INDUSTRY

Benefit Harbor partnered with Praxent to confront the challenges of an outdated
and intricate employee benefits platform in the regulated employee benefits
sector, burdened by layers of data and cumbersome processes.

Scope
 * Employee Benefits Enrollment Wizard
 * Administrator Dashboard
 * 1-Click Enroll
 * Integrated Assistance Information
 * Plan Comparison
 * Contribution Calculator

Results
 * 300% increase in sales pipeline in 3 months
 * 15-20 minutes enrollment processing time, down from a full day
 * 70% average cost savings on new hire enrollment
 * 23% increase in enrollment participation


THE CHALLENGES

Compliance vs UX

The platform was burdened by disclaimers and eligibility questions mandated by
strict insurance regulations. It created a confusing user experience for
employees.

Unrealized revenue potential

Users rolled-over their benefits without exploring options impacting utilization
because employees lacked awareness of the products available to them.

Broker impact

As employees struggled to enroll in their benefits, brokers were often forced to
spend time supporting customers during open enrollment.

Dated user experience

The legacy platform looked dated and was unintuitive to use which impacted new
client acquisition despite the market-leading technical capabilities powering
it.

THE VISION FOR BENEFIT HARBOR

Benefit Harbor wanted to reimagine their platform as an engaging self-service
experience offering an intuitive and personalized experience, presenting crucial
information at the time of need for informed decision-making.

Most importantly, they wanted a platform that would compete in the market as an
industry-leading enrollment experience.

AN EFFORTLESS ENROLLMENT EXPERIENCE

The new platform guides users through enrollment, informing them of offerings
and benefits available. It provides clear communication around contribution
costs to help employees make informed decisions.



NEXT-GEN AESTHETIC

The platform was reimagined with a new brand aesthetic that made benefits feel
approachable and simplified through clean, bright design elements.

UI upgrades included:
Larger typographies and icons
Consistent, reusable design system
Accessibility-compliant design (WCAG)


Why Praxent


A PARTNER FROM END TO END

UX Audit



User Research



User Personas



UX Strategy



Branding



ClickModel® Prototype



Frontend Development



Launch



USER RESEARCH AND PERSONAS

Praxent conducted an onsite 5-day design sprint and after completing over 15
interviews, was able to work on stakeholder alignment, identify use cases, and
created workflows and site maps to visualize what needed to be included and how
the components of the system related to one another.



HEURISTIC EVALUATION

--------------------------------------------------------------------------------

The team at Praxent told me the top five things we should be doing to improve
user experience. They listed major, high-impact things but also low-hanging
fruit that could be fixed without pulling everything out by the roots and
starting over again.

Carol Altman Head of Client Experience Benefit Harbor


A market-leading enrollment platform


3X

REVENUE GROWTH


23%

INCREASE IN ENROLLMENT PARTICIPATION


15-20

minutes enrollment processing time, down from a full day


70%

AVERAGE COST SAVINGS ON NEW HIRE ENROLLMENT

Seamless integration with the backend system and processes

WHAT BENEFIT HARBOR HAD TO SAY

Carol Altman

Head of Client Experience, Benefit Harbor

--------------------------------------------------------------------------------

Our redesigned platform alleviated an obstacle to sales and helped us to focus
on the positives, the platform being one of them. In four months’ time, we had a
300% increase in our pipeline. I would be surprised if, in the first 12 months,
we didn’t have at least a two to one ROI.

I cannot say enough good things about their project management, reporting, and
communication. They do a great job of making sure that there is never a question
of where you are in the process.

Their synergy as a team is fantastic — truly is exponential in comparison to
others.

--------------------------------------------------------------------------------

Praxent is a financial technology consulting and engineering firm. We help our
clients command their future and reach their growth goals by delivering on their
digital experience roadmaps. Specializing in end-to-end digital transformation,
our team’s industry experience and CAN/DO culture help our clients work with
their legacy systems to launch bespoke digital experiences that serve their
customers better than their competitors.


(512) 553-6830 info@praxent.com

901 S MoPac Expressway Building 1, Suite 300 - #7072, Austin, TX 78746

READY TO COMMAND YOUR FUTURETM?

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SOLUTIONS
 * Banking
 * Lending
 * Insurance
 * Investing and Wealth
 * Fintech SaaS

 * About us
 * Why Praxent
 * Capabilities
 * Case Studies
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 * Contact

Praxent is a financial services digital consulting and development firm. We help
our clients command their future and reach their growth goals by delivering on
their digital experience roadmaps. Specializing in end-to-end digital
transformation, our team’s industry experience and CANDO culture help our
clients work with their legacy systems to launch bespoke digital experiences
that serve their customers better than their competitors.

4330 Gaines Ranch Loop, Suite 230
Austin, TX 78735

(512) 553-6830

hello@praxent.com

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--------------------------------------------------------------------------------


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