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Insurance Benefits Manual Templates


I worked with an insurance broker client to upgrade the quality and efficiency of the guidance documents which they provide as a value added service to their customers. The documents give end users guidance to understand their benefits plan coverage and make selections during open enrollment periods.


I created a template and documented a step-by-step workflow for the client. I've continued to develop additional assets as needed, and maintain a database to track unique copy and layouts across 34 plan types and over 50 different providers. Knowing exactly which assets exist and planning for which ones will need to be developed has facilitated for quicker production turnaround, and reduced redundant work.

The templates improve on the client's previous system with a more efficient layout structure, more useful information on each page, and 20% shorter average document length. I've also contributed ongoing copy improvements for clarity, accuracy, and nuance to convey complex insurance coverage information to the end user. The improved process, production quality, readability, and aesthetic have been well-received by the client and their customers.

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