Building a Seamless Benefits and Claims Experience
Client
GoKlaim
Year
2025
Designing a scalable web and mobile ecosystem that simplifies employee benefits, claim submissions, reimbursements, and administrative management.
Scope of Work
Executive Summary
GoKlaim is an employee benefits platform that enables organizations to offer flexible health and wellness spending accounts. Employees can submit expenses, monitor claim status, manage their available balance, and receive reimbursements through a mobile application. Employers use the web platform to manage members, configure benefit plans, review claims, and monitor spending.
The existing experience needed a clearer product structure and a consistent visual language across its web and mobile platforms. The goal was to simplify complex benefit workflows while creating an interface that could support new features and future growth.
The project delivered a unified experience across more than 51 web screens and 20 mobile screens, supported by reusable components, structured workflows, and a scalable design foundation.
The Challenge
Managing employee benefits involves multiple users, complex eligibility rules, financial information, supporting documents, and different claim statuses.
Employees needed a simple way to understand their available benefits, submit expenses, upload receipts, and follow reimbursement progress. Administrators required greater visibility into employees, plans, balances, claims, and organizational spending.
Complex claim-submission workflows
Limited visibility into claim progress
Dense administrative screens
Inconsistent interaction patterns
Unclear information hierarchy
Different experiences across web and mobile
Limited scalability for new plans and features
The challenge was to transform these operational processes into an experience that felt simple, transparent, and dependable.
The Audit Findings
An evaluation of the existing platform highlighted several usability and consistency issues.
Important actions competed with secondary information, making it difficult for users to identify their next step. Claim statuses and available balances lacked sufficient prominence, while dense tables made administrative tasks harder to scan.
Similar actions were presented differently across screens, increasing the learning effort required from users. The mobile experience also needed clearer guidance for submitting claims and resolving incomplete information
The main opportunities were to:
Simplify navigation and page hierarchy
Make balances and claim statuses easier to understand
Reduce unnecessary steps in claim submission
Standardize forms, tables, filters and feedback states
Improve consistency between desktop and mobile
Establish reusable patterns for future product growth
The Product delivery
he platform was redesigned as two connected experiences.
The web dashboard supports administrators managing employees, benefit plans, allowances, claims, reimbursements, and reports. The mobile application gives employees quick access to their benefits, balances, claim history, dependants, and reimbursement activity.
Together, these experiences create a connected system in which employees can submit and monitor claims while administrators maintain control and operational visibility.
Our Approach
The work moved from research and product definition to information architecture, wireframes, interface design, and final delivery.
Timeline
The project was completed over 8 weeks, from research and wireframes to final UI design.
Foundations
We defined the colours, typography to create a consistent look across the product.
Information Architecture
We simplified the product structure to make key features easier to find and navigate.
Wireframes
Next, we explored different layouts and created:
51+ web screens
20+ mobile screens
UI Screens
Dashboard
Admin
Claims
Mobile App
Components
Reusable buttons, forms, tables, filters, badges, and notifications made the experience consistent and easier to scale.
The Outcomes
The redesign created a clearer and more consistent experience across GoKlaim’s web and mobile platforms. It also provided a flexible foundation for improving and expanding the product.
The final delivery included:
51+ web screens
20+ mobile screens
Simpler claim submission
Learer balances and claim updates
Smoother admin workflows
Consistent web and mobile experiences
A reusable design system
A scalable base for future features
For employees, managing benefits, submitting claims, and tracking reimbursements became easier.
For administrators, managing employees, plans, claims, and balances became clearer and more efficient.
The result is a simple, consistent product that can grow with the needs of its users.
