Health insurance renewal automation
Turned a yearly scramble of HR emails, reminders and spreadsheets into one tracked process.
- For
- A global consumer technology company
- My part
- Designer and developer
- Status
- Completed
The problem
Every year, health insurance renewal meant weeks of HR coordination: telling everyone, collecting responses, chasing the people who hadn’t replied, and keeping track of it all in spreadsheets and inboxes. The process wasn’t complicated. It was just manual, and there was a lot of it.
How it works, in 4 parts
Open the renewal
HR starts the renewal window once, instead of emailing everyone by hand.
The right nudge
Employees get reminders based on where they are in the process, not one blast to everybody.
Track every response
Each person's status is recorded, so HR can see who's done and who isn't at a glance.
Follow up on schedule
Reminders and escalations go out on their own until the renewal closes.
What I built
An automated renewal process. HR opens the renewal, and the workflow takes it from there: notifying employees, tracking each person’s status, sending reminders to the right people at the right time, and escalating when something stalls. HR gets a clear view of where everyone is, without building it by hand.
The hard parts
Not spamming people. The easiest automation emails everyone every day. The useful one only nudges the people who still need to act, and stops the moment they do.
Edge cases are the process. Late joiners, changed details, people on leave. They’re not exceptions to design around later; they’re half the reason the manual process was so painful.
Where it landed
Completed and used by the HR team. The renewal cycle got much shorter, and HR stopped chasing people by hand.
What I learned
This is the kind of project I like most. It isn’t flashy, but a whole team gets a few weeks of their year back. Ordinary admin work deserves good engineering too.