Helping employees see Plum as a partner for proactive health

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Assessments

About Plum

Plum helps companies provide insurance and health benefits to their employees. From an employee’s point of view, Plum is the place they turn to when they need to understand their coverage, file a claim, book a consultation, or explore preventive services such as health checkups.

Team

Anisha (Product Manager) and Rohit (Engineer)

Duration

2 weeks

Helping employees see Plum as a partner for proactive health

Challenge

Plum’s goal was to support employees across their health journey. In practice, employees opened the app only when something had already gone wrong, most often to file or track an insurance claim.

As a result, we were seen as a claims utility rather than a health partner, with little presence in how employees thought about their health outside of these moments.

The challenge wasn’t to drive daily usage. It was to change expectations and make Plum relevant earlier in an employee’s health journey.

“

How might we shift Plum’s role from a transactional claims app to a health companion?

”

Approach

At this stage, the goal wasn’t to design a polished, large-scale feature. Stakeholders were cautious about committing heavy development effort without evidence that employees would engage proactively with Plum, so the focus was on a lean experiment that could go live quickly and prove value before scaling.

Preventive health is not intuitive in the context of an insurance app. When symptoms feel minor or unclear, people rarely feel the need to act, and any intervention that requires time, money, or sustained commitment adds friction and is easy to postpone.

Given this, the approach was to reduce the barrier to entry as much as possible allowing employees to take a small step toward understanding their health, while ensuring the outcome connected directly back to Plum’s core health services.

Solution

We designed Health Assessments as an approachable entry point into preventive care, giving employees a clear place to start when something didn’t feel right about their health.

Low-friction entry pointHealth Assessments were introduced as short, approachable quizzes surfaced directly on the homepage. What mattered most here was discoverability. By surfacing Assessments directly on the homepage, we reduced the friction of exploration. Users didn’t have to go hunting for it as they encountered it in the same place they already came to for claims or consultations.

Credible health content without a clinical toneAssessments used everyday language, doctor-reviewed content, and clear disclaimers to set the right expectations. This helped establish trust early, while avoiding the anxiety that typically comes with medical experiences.

Clear next steps tied to core servicesAssessment results guided employees toward relevant actions - booking a tele-consultation, scheduling a health checkup, or redeeming wellness benefits - so insights translated directly into meaningful outcomes.

Health as an ongoing journey, not a one-off interactionPast results, progress, and follow-up actions were surfaced in one place, helping employees track their health over time and reinforcing Plum as a continuous health partner.

Impact

All metrics measured on a weekly basis, within the first month post-launch

Active Users

+24%

Telehealth Consultations

+20%

Wellness Benefit Redemptions

+18%

<-

Home

Assessments

Helping employees see Plum as a partner for proactive health

About Plum

Plum helps companies provide insurance and health benefits to their employees. From an employee’s point of view, Plum is the place they turn to when they need to understand their coverage, file a claim, book a consultation, or explore preventive services such as health checkups.

Team

Anisha (Product Manager) and Rohit (Engineer)

Duration

2 weeks

Challenge

Plum’s goal was to support employees across their health journey. In practice, employees opened the app only when something had already gone wrong, most often to file or track an insurance claim.

As a result, we were seen as a claims utility rather than a health partner, with little presence in how employees thought about their health outside of these moments.

The challenge wasn’t to drive daily usage. It was to change expectations and make Plum relevant earlier in an employee’s health journey.

“

How might we shift Plum’s role from a transactional claims app to a health companion?

”

Approach

At this stage, the goal wasn’t to design a polished, large-scale feature. Stakeholders were cautious about committing heavy development effort without evidence that employees would engage proactively with Plum, so the focus was on a lean experiment that could go live quickly and prove value before scaling.

Preventive health is not intuitive in the context of an insurance app. When symptoms feel minor or unclear, people rarely feel the need to act, and any intervention that requires time, money, or sustained commitment adds friction and is easy to postpone.

Given this, the approach was to reduce the barrier to entry as much as possible allowing employees to take a small step toward understanding their health, while ensuring the outcome connected directly back to Plum’s core health services.

Solution

We designed Health Assessments as an approachable entry point into preventive care, giving employees a clear place to start when something didn’t feel right about their health.

Low-friction entry pointHealth Assessments were introduced as short, approachable quizzes surfaced directly on the homepage. What mattered most here was discoverability. By surfacing Assessments directly on the homepage, we reduced the friction of exploration. Users didn’t have to go hunting for it as they encountered it in the same place they already came to for claims or consultations.

Credible health content without a clinical toneAssessments used everyday language, doctor-reviewed content, and clear disclaimers to set the right expectations. This helped establish trust early, while avoiding the anxiety that typically comes with medical experiences.

Clear next steps tied to core servicesAssessment results guided employees toward relevant actions - booking a tele-consultation, scheduling a health checkup, or redeeming wellness benefits - so insights translated directly into meaningful outcomes.

Health as an ongoing journey, not a one-off interactionPast results, progress, and follow-up actions were surfaced in one place, helping employees track their health over time and reinforcing Plum as a continuous health partner.

Impact

All metrics measured on a weekly basis, within the first month post-launch

Active Users

+24%

Telehealth Consultations

+20%

Wellness Benefit Redemptions

+18%

Home

Assessments

Helping employees see Plum as a partner for proactive health

About Plum

Plum helps companies provide insurance and health benefits to their employees. From an employee’s point of view, Plum is the place they turn to when they need to understand their coverage, file a claim, book a consultation, or explore preventive services such as health checkups.

Team

Anisha (Product Manager) and Rohit (Engineer)

Duration

2 weeks

Challenge

Plum’s goal was to support employees across their health journey. In practice, employees opened the app only when something had already gone wrong, most often to file or track an insurance claim.

As a result, we were seen as a claims utility rather than a health partner, with little presence in how employees thought about their health outside of these moments.

The challenge wasn’t to drive daily usage. It was to change expectations and make Plum relevant earlier in an employee’s health journey.

“

How might we shift Plum’s role from a transactional claims app to a health companion?

”

Approach

At this stage, the goal wasn’t to design a polished, large-scale feature. Stakeholders were cautious about committing heavy development effort without evidence that employees would engage proactively with Plum, so the focus was on a lean experiment that could go live quickly and prove value before scaling.

Preventive health is not intuitive in the context of an insurance app. When symptoms feel minor or unclear, people rarely feel the need to act, and any intervention that requires time, money, or sustained commitment adds friction and is easy to postpone.

Given this, the approach was to reduce the barrier to entry as much as possible allowing employees to take a small step toward understanding their health, while ensuring the outcome connected directly back to Plum’s core health services.

Solution

We designed Health Assessments as an approachable entry point into preventive care, giving employees a clear place to start when something didn’t feel right about their health.

Low-friction entry pointHealth Assessments were introduced as short, approachable quizzes surfaced directly on the homepage. What mattered most here was discoverability. By surfacing Assessments directly on the homepage, we reduced the friction of exploration. Users didn’t have to go hunting for it as they encountered it in the same place they already came to for claims or consultations.

Credible health content without a clinical toneAssessments used everyday language, doctor-reviewed content, and clear disclaimers to set the right expectations. This helped establish trust early, while avoiding the anxiety that typically comes with medical experiences.

Clear next steps tied to core servicesAssessment results guided employees toward relevant actions - booking a tele-consultation, scheduling a health checkup, or redeeming wellness benefits - so insights translated directly into meaningful outcomes.

Health as an ongoing journey, not a one-off interactionPast results, progress, and follow-up actions were surfaced in one place, helping employees track their health over time and reinforcing Plum as a continuous health partner.

Impact

All metrics measured on a weekly basis, within the first month post-launch

Active Users

+24%

Telehealth Consultations

+20%

Wellness Benefit Redemptions

+18%