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Included Health | Open Enrollment

Reimagining plan comparison and provider coverage with AI support

Product design
Vision

Role: End-to-end design lead Partners: Product, engineering, clinical and sales Scope: Plan comparison, provider lookup and AI support Problem: Contact volume doubled every Open Enrollment Result: Members called it clear, digestible and confidence building

Reimagining plan comparison and provider coverage with AI support

Overview

For years, Open Enrollment had gone untouched. Members got an outdated FAQ, a bare link to Provider Match and the option to call. They could not check coverage on their own.

The result was predictable: the care team fielded basic plan questions, wait times grew and contact volume doubled every enrollment period.

My role

I led end-to-end design for plan comparison, provider lookup and AI support, working across product, engineering, clinical and sales.

  • Scoped feasibility with engineering and closed data gaps with product.
  • Untangled fragmented inputs from systems like SalesCloud into one clean model of coverage, premiums and providers.
  • Designed how Dot fits into enrollment now and later, and planned integration with the Dot team.
  • Ran the user testing that grounded every decision.

Approach

  • Self-service first, people when it matters. The PRD was explicit: send members to messaging, never to the phone. Every screen offers a self-serve path and a clear way to reach a person.
  • Show coverage where the member already is. Network status sits next to each provider, including the case where one doctor is in network at one office and out at another.
  • Use AI for consistency. Dot answers plan-specific questions in context, so the answer is the same at 2am as it is from the care team.

Solution

Impact

  • Members described the new experience as clear, digestible and confidence building.
  • Provider alternatives and real cost scenarios replaced vague numbers.
  • Testing insights on persistence, proactive guidance and personalization now shape the AI and data roadmap for the next enrollment period.

The simplicity members saw was only possible because of the alignment underneath it.

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