Case Study: a U.S.-based health-benefits platform achieves smoother onboarding and streamlined client management with Toptal

a U.S.-based health-benefits platform simplifies onboarding and client management with Toptal

A U.S.-based health-benefits platform was facing challenges with its platform's usability, a complex policy configuration process, and fragmented reporting, which made client management inefficient. Toptal was engaged to provide custom software development and UX/UI design services to address these issues.

Toptal redesigned the platform's UX, simplifying the sign-up and onboarding flows. They also prototyped a streamlined policy builder and developed a custom analytics dashboard to centralize reporting. The outcomes included a reduced-friction user journey and a consolidated dashboard that enabled faster, data-informed decisions for more efficient client management.