Case Study  /  Medicare Advantage Redesign
2020 · Geisinger Health

How UX design shaped the new Medicare Advantage experience.

An end-to-end redesign of Geisinger.org's Medicare Advantage section: research, competitive analysis, IA, and a new "Learn" microsite built to convert shoppers, not just inform them.

Business goals
  • Increase online enrollments
  • Create a best-in-class Medicare Advantage web experience
+80% increase in online Medicare Advantage plan enrollments after the redesign launched.
The redesigned Geisinger Gold Medicare Advantage landing page
Role
Sole UX/UI Designer
Client
Geisinger Health
Year
2020
Scope
Research · IA · UI · Microsite build

What UX brought to the project

Before the redesign, the section was a brochure. UX brought the discipline to turn it into a conversion surface, and to keep humans in the loop at every step.

Discovery & planning

  • Research: analytics, competitor scans, stakeholder interviews
  • Strategy: defining shopper journeys and the gaps to fill
  • Testing: validating decisions against real shopper goals

Design & execution

  • Design systems: reusable layouts and components
  • Digital branding: visual cohesion with Geisinger.org
  • User interfaces: page-by-page UI for shoppers

Current state analysis

Started by auditing the existing Geisinger Gold pages, annotating layout failures, content gaps, and conversion friction page-by-page.

Annotated audit of the existing Geisinger Gold Medicare Advantage pages, with sticky-note observations
Annotated audit of the existing Geisinger Gold pages: each yellow note flagged a content, layout, or conversion issue.

Competitor analysis

Audited UPMC, Highmark, Aetna, and Humana for the same shopper tasks Geisinger pages were failing on. The patterns became the brief.

Annotated audit of a competitor's Medicare Advantage landing page
Competitor A: landing page audit
Annotated audit of a second competitor's Medicare Advantage page
Competitor B: landing page audit

Side-by-side comparison across five competitors below.

Heuristic comparison
Five-competitor heuristic comparison: Geisinger, UPMC, Humana, Aetna, Highmark across criteria like page length, CTAs, FAQs, testimonials, video content, email newsletter, ease of shopping, ways to convert, chat bot, and guided experience
Feature-by-feature comparison across Geisinger, UPMC, Humana, Aetna, and Highmark: the gaps that surfaced became the redesign brief.

Key insight: the educational gap

Observation

Geisinger wasn't teaching shoppers anything.

Compared to competitors, Geisinger did not offer sufficient educational content to help shoppers learn about our products before taking action. Aetna, UPMC, and Highmark all had robust learn-then-buy experiences. Geisinger pushed shoppers straight to a form.

What we did

Designed and built a robust "Learn" microsite.

A new microsite for shoppers, with SEO-optimized content that guides and empowers shoppers to learn about Medicare, then buy the Geisinger plan that best meets their needs.

Example: shopper-education content, before

Geisinger's existing shopper-education content before the redesign
Geisinger (before)
UPMC's shopper-education content as a competitive reference
UPMC
Highmark's shopper-education content as a competitive reference
Highmark

The new Medicare "Learn" section

A SEO-optimized microsite that meets shoppers at the start of their journey (eligibility, plan types, costs, perks) before pushing them into the funnel.

What it does

Educates shoppers at the start of the funnel with structured content covering the four parts of Medicare, eligibility timing, plan comparisons, and benefit breakdowns, written and structured for the actual questions shoppers were searching for.

The microsite hands shoppers off to the enrollment surface only when they're ready, instead of demanding an action at first contact.

Why it worked

  • Content matched the questions shoppers were actually Googling
  • One stop for eligibility, costs, plan types, and benefits
  • SEO-optimized so the right shoppers land in the first place
  • Hands shoppers into the enrollment funnel with intent, not pressure
The full redesigned Medicare Learn microsite home page
Full page: the new Medicare Learn section (scroll within the frame).

User journeys, informed by user goals

Built shopper personas around the real goals shoppers brought to Geisinger.org, then mapped the journey each persona actually took (and where it broke).

User goals (in shopper voice)

  1. I want to learn about Medicare so I understand what plan is best for me.
  2. I want to understand how much plans cost so I know potential estimates for encounters and services (deductible, MOOP, Rx's).
  3. I want to understand what benefits are covered (medical + drug).
  4. I want to make sure my provider is in-network.
  5. I want to know about extras and perks available with my plan.

"New to Medicare": Dan's journey

User journey map for a shopper persona named Dan who is new to Medicare, showing entry points (Google, email, geisinger.org) through landing page, Learn section, enter zip code, and Connecture handoff
Persona: Dan. Journey from awareness (Google, email) through the new landing page, Learn section, ZIP entry, and Connecture handoff. Each box references the slide where the page lives.

"AEP shopper": Susan's journey

User journey map for Susan, an Annual Enrollment Period shopper, showing entry through Google, email, geisinger.org, landing page, Learn section, and Connecture
Persona: Susan, AEP shopper. Same handoff structure with a different entry intent: AEP shoppers arrive ready to compare plans, not learn fundamentals.

Article structure: the Balance template

Observation

Educational articles lacked structure.

The existing page with Medicare educational articles had no consistent layout or content hierarchy, making the content hard to scan, hard to navigate, and hard to extend.

What we did

Leveraged the "Balance" layout template.

Packaged Medicare education content into Geisinger's existing Balance template: a structured, scannable article layout already used elsewhere on the site. Familiar pattern, less invention required, better consistency.

Medicare education content laid out in the Balance template, before extension
Balance layout applied to a Medicare education article.
A longer Medicare education article in the Balance template showing the full scrolling experience
Full-length article in the Balance template.

At-a-glance perks

Observation

No at-a-glance tool for shoppers.

Shoppers had no quick way to see what Geisinger Gold actually covered. Aetna and UPMC both featured at-a-glance perks rows. Geisinger didn't.

What we did

Added a SEO-optimized at-a-glance perks section.

Worked with Medicare sales SMEs to identify the at-a-glance features worth promoting. Designed the section to mirror what shoppers already recognized from competitors, making Geisinger Gold legible at a glance.

A competitor's at-a-glance perks reference section
The new Geisinger Gold at-a-glance perks section, designed to surface plan benefits quickly
Reference (left) and the new Geisinger at-a-glance perks section (right).

Redesigning the enrollment app

The Learn section educated shoppers, but enrollment itself happened inside a third-party application, Connecture's DestinationRx platform. That was where interested shoppers dropped off, so I took on redesigning that experience too.

I audited the end-to-end enrollment flow and ran usability testing on UserTesting.com with people in the target demographic. That surfaced the specific pain points and friction driving drop-off: confusing steps, unclear questions, weak accessibility, and generic, unbranded screens that did not feel like Geisinger.

Because the platform was owned by a vendor, I came to Connecture with a concrete, prioritized list of what needed to change:

Measurement

What analytics can Connecture provide, and can we access them? Can we add Google Analytics to see the shopper funnel and where people bounce?

Configurability & ownership

What is configurable in Connecture? What content can we edit directly versus through them, and how customizable is the enrollment experience end to end?

Guidance & education

Rework the "I don't know" option to teach shoppers instead of dead-ending them, and add a configurable alert box, a top bar, and a loading state (modeled on Aetna).

Personalization

Let shoppers filter plans by condition such as diabetes, explore a cost estimator like Humana's, add a government-Medicare column to the comparison table, and add custom content and provider links to individual plan pages.

Pharmacy

Widen the pharmacy search radius to 15 miles, surface Geisinger pharmacies first and highlight their rows, and default generic prescriptions to "yes."

Accessibility

Increase font size, improve color contrast, and fix keyboard tab-order issues, each documented with specific examples from the audit.

Financial and time constraints meant Connecture could not rebuild everything I needed. So I took a hybrid approach: I went directly into the HTML and CSS to make the front-end changes myself, while Connecture implemented the back-end flow and experience changes I specified. The result was a Geisinger-branded, noticeably more user-friendly enrollment experience, one that felt like part of Geisinger.org instead of a generic third-party tool, and it became the biggest driver of the result below.

Enrollment step 1, Get Started: ZIP code and coverage type with progress in the left rail
1. Get started: ZIP code and coverage type.
Guided optional questions about coverage type and Medicaid or extra-help status
2. Guided questions personalize the estimate.
Health step: optional medical-cost estimate, noted as not affecting premium
3. Health: optional cost estimate.
Pharmacy step: choose pharmacies on a map to compare drug costs
4. Pharmacy selection on a map.
Plan results: available plans with premiums, deductibles, and estimated costs
5. Plan results, ready to compare.
Individual plan details: costs and full benefit breakdown
6. Plan details and benefits.
Enrollment application: Contact Information, step 1 of 6, with a progress tracker
7. Enrollment application, step 1 of 6.

Impact

The redesign delivered directly against the project's primary business goal: turning the Medicare Advantage section from a brochure into a conversion surface.

+80% increase in online Medicare Advantage plan enrollments after the redesign launched.

Reflection

This was the project that taught me to design Geisinger.org pages as conversion surfaces, not brochures. The biggest unlock wasn't a single layout: it was the realization that shoppers were arriving without context, and that the page's first job was to teach before it asked for anything.

Patterns that emerged here (persona-led journey mapping, observation/what-we-did framing, leveraging existing templates instead of inventing) became the working method for every Geisinger.org redesign that followed.

← Back to Geisinger Case Studies