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eHealth

Redesigning Medicare compliance tooling for 1000+ agents. A 6 month process reduced to 30 minutes.

Role Senior Product Designer
Users 1000+ agents
Project Length 2 months
Revenue Impact 80% of co. revenue
Hero image
80 percent of company revenue ran through these tools

eHealth sells health insurance from major carriers across the country. During my time there the focus was Medicare, specifically supporting the annual AEP cycle where agents enroll seniors in Medicare plans over the phone.

The internal tools I owned were not peripheral. 80 percent of eHealth's company revenue ran through them.

Scripts were not guidelines. They were compliance instruments.

Medicare sales is regulated at both state and federal level. The primary customer demographic made purchases by phone, which meant legal disclaimers and fine print had to be read verbatim on every call. HIPAA compliance, plan recommendations, eligibility checks, power of attorney validations — all of it governed by the government and insurance partners, all of it updated annually.

An agent using an outdated script did not mean a bad call. It meant the insurance policy was invalid and the customer had to start over.

Every year before AEP, scripts had to be updated to reflect changes from the government and from health insurance partners. Reviewed by legal, compliance, sales leadership, product, and external partners before a single agent could use it. That process took 6 months.

The Old Process

The Google Doc review cycle, the stakeholder chain, the 6 month timeline.

Three things breaking at the same time
01
One script could not handle all use cases
Medicare supplement was growing and government requirements were creating more specific qualification paths. What had been one script was already splitting into two with no infrastructure to manage that scale.
02
Insurance partners wanted custom scripts
Each partner request required back and forth with external stakeholders, approvals, and manual updates before anything could be published. Internal teams could iterate faster but had no dedicated tool to do it.
03
Legal and compliance were bottlenecked by the process
They had to take turns reviewing the latest version of a Google Doc with no shared visibility and no way to see specific changes in context. Every review meant reading the whole thing again.
Script Complexity

The branching logic, nested questions, and conditional paths that the script had to support.

Leadership writes the perfect process. Agents follow what closes deals.

I sat in on live calls with agents before designing anything. What I found was a consistent gap between the process leadership designed and the shortcuts agents used to hit their numbers. They are on commission. They adapt.

The Script Builder had to be strict enough to enforce compliance and flexible enough that leadership could accommodate how agents actually worked. It also had to serve sales leadership, legal, compliance, product, and external partners — each with different needs and different relationships to the script.

A drag and drop tool for building compliant scripts without engineering

The Script Builder is a no-code tool for creating and updating Medicare sales scripts. Users build questions using widget components — radio buttons, checkboxes, date pickers, text fields. Each question can be tied to a parent question creating nested conditional paths. A birthday question can branch into eligibility checks. A power of attorney flag can unlock a different qualification flow. The branching logic lives in the question builder, not in code.

Once a script is assembled it enters an approval flow. Legal and compliance receive an alert and review changes in context rather than in a document. An activity log tracks every change with full history.

The hardest design decision was drag and drop. Reordering questions and assembling scripts visually was significant engineering work and we had to honestly assess whether the interaction was worth the cost. It was. Without it the tool would have been something people worked around rather than worked with.

Question Builder

Widget components for creating questions with conditional logic.

Drag and Drop Assembly

Script assembly view with drag and drop ordering.

Approval Flow

Legal and compliance review in context with activity log.

High stakes, public facing, handed off to the government

During my time at eHealth I also worked on a small business insurance initiative that came directly from a presidential administration in response to Covid.

Early calls on the East Coast, late calls with West Coast engineers until midnight. The first deliverable was a public website. We knew from the moment it launched there would be significant traffic — news from that office travels fast.

We made the decision to build the foundation and hand it off to the government to maintain. The work had to be solid because we were not going to be there to fix it. We shipped it.

Covid Project

Anything permissible from the public site or small business tool.

6 months to 30 minutes
30 min
For a compliant script change. Down from 6 months.
6 mo
Of roadmap time freed up for tooling enhancements
80%
Of company revenue ran through tools I owned

Sales leadership could make changes directly without waiting on product, design, or engineering. Legal and compliance no longer felt like bottlenecks. Meetings that existed only to hand off the latest document were replaced by asynchronous workflows inside the tool.

The half year that had been absorbed by script maintenance became available for product work. That was the real outcome — not just a faster process but a team that could finally build forward.

A business problem that design solved

The script that every stakeholder looked at for 6 months a year became something that could change in 30 minutes. That did not happen because we built something clever. It happened because we understood who was in the room, what they each needed, and what was actually slowing everyone down.

Sometimes with the correct understanding of users, designers can change the entire trajectory of a company. 80 percent of eHealth's revenue ran through the tools I owned. That is not a design problem. That is a business problem that design solved.

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