Take-home design challenge / Voluntary Life Insurance Enrollment

Confidence, beforea single question.

During Open Enrollment, employees get one email link to apply for voluntary life insurance on top of what their employer already covers. Most have never bought insurance on their own, have days left before the window closes, and are doing this on a phone. This is that flow.

Role

Senior UI Designer

Ownership

Solo — flow design, UI, and interaction design

Context

The brief: design a mobile flow for an employee with about a week left to opt in, no insurance background, and no appetite for paperwork. They need to understand their eligibility, choose a coverage amount with real money attached, and submit — confidently, without a health exam standing in the way.

Problem statement

During the company's Open Enrolment period, employees are invited to apply for Voluntary Life Insurance through an email link.

Persona

Has 7 days remaining before enrolment closes. Has never purchased life insurance independently. Opens the application on a mobile device. Must determine their eligibility, choose an appropriate coverage amount, and submit — confidently, without feeling overwhelmed.

Assumptions

The company already provides basic life insurance — this flow is for buying extra voluntary coverage. Coverage up to the Higher plan needs no medical exam. Premium amounts shown are examples only. The email link verifies the employee's identity; date of birth is a simple second check before they continue.

Why date of birth, not a password

The email link already confirms identity — date of birth adds one more check without asking anyone to remember a password. It also lets an employee continue on any device, while making it harder for someone else to finish the application through a shared inbox.

Steps from email link to enrolled

Health exam required

24h

Before a reminder + resume link

Reassurance before a single question

The first screen asks for nothing. It answers what a first-time buyer actually worries about — how long this takes, whether progress is lost if they leave, whether a health exam is coming — before the flow asks for anything at all.

Uniblox landing screen: Add life insurance to your benefits, with time, autosave, and no-exam reassurances before the form starts

Time, autosave, and no exam — stated up front, before the first form field.

Three questions, priced instantly

Eligibility and price both come from three fields — date of birth, hours worked, tobacco use — framed as quick questions instead of an application, with a plain note that none of it reaches the employer.

Three quick questions screen asking date of birth, weekly hours, and tobacco use, with a note that answers set price and aren't shared with the employer

Three fields set both eligibility and price — nothing else is asked at this step.

A recommended tier, not a spreadsheet

Coverage defaults to the tier most employees choose, priced per paycheck instead of per year, so a first-time buyer can accept it in one tap or compare two others without doing the math themselves. Adding a spouse expands the same screen instead of branching into a new one.

How much coverage screen with Basic, Recommended, and Higher tiers, Recommended pre-selected, spouse coverage toggle off

One recommended tier, pre-selected and priced per paycheck.

Same coverage screen with the spouse toggle on, revealing spouse name, date of birth, and coverage amount fields

Toggling on spouse coverage expands the same screen — no new step.

Beneficiary and review, on one screen

Naming a beneficiary and reviewing the enrollment used to be two screens. Combined, every prior answer is editable right where it's being confirmed, and submitting is the very next action instead of a screen away.

Who should receive the money screen with beneficiary details and a Review Your Enrolment summary with inline Edit links, ending in a Submit button

Every prior answer is inline and editable — one tap to submit from the same screen.

Dropping off doesn't mean starting over

Anyone who closes the tab mid-flow gets a reminder email after 24 hours and a magic link back in — no password, just their date of birth to confirm it's them. They land back exactly where they stopped, with completed steps visibly checked off.

Welcome back screen showing completed and remaining enrollment steps, a date of birth confirmation field, and a Pick up where I left off button

A returning employee sees exactly what's done and what's left, and resumes with one tap.

Enrolled, with nothing left to guess

Confirmation states the coverage, the cost, and exactly what happens next — a confirmation email, when deductions start, how to change a beneficiary later — instead of leaving the employee to wonder if it actually went through.

You're enrolled confirmation screen with coverage and cost summary, a What Happens Next list, and a Download confirmation PDF button

Coverage, cost, and next steps — stated plainly, with a downloadable record.

More from this project

Flow map from enrolment email through Landing Page, About You, Coverage, Beneficiary and review, to Confirmation, with a branching reminder-email and magic-link resume path for mid-flow abandonment

The complete flow, including the reminder-email and magic-link path back in for anyone who abandons mid-enrollment.

Back to all work