Case Study
Under-65 Persona Strategy & Campaign Foundation


Role: Creative Strategist – Lead Messaging, Concept Development, & Performance Optimization
Results
Internal Alignment
on new creative direction
This case shows how human-centered creative and data-driven strategy work best together.
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By simplifying the message, making the benefit instantly clear, and iterating based on performance insights, I turned a straightforward Medicare benefit into a powerful, cross-channel marketing driver.
New Digital Asset System
designed and ready for testing
Messaging Playbook
created to support future ads and landing pages

Overview


HealthInsurance.com, MedicareInsurance.com’s sister brand, was looking to expand into the under-65 individual and family plan market.
I led the creative and strategic direction, building detailed personas, shaping messaging strategy, and creating digital assets designed to resonate with a younger, more diverse audience.
Challenge
Unlike Medicare, the under-65 health insurance market spans a wide range of life stages from gig workers and recent grads to single parents and part-time caregivers. While the product itself wasn’t that different, the motivations and emotional drivers were completely new territory for me.​
With no test data to lean on, I had to build the strategy from the ground up.



Strategic Approach
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Persona Development: Built multiple personas to reflect real life stages: young adults aging off parental coverage, people between jobs, and families just above the Medicaid threshold.
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Messaging Themes: Focused on clarity, empowerment, and self-advocacy, with lines like:
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“You deserve coverage that actually fits your life.”
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“Not sure where to start? We’ll help you figure it out.”
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Design & Copy Direction: Collaborated on wireframes and landing pages that prioritized a human tone, clear calls to action, and approachable benefit language.
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Strategic Positioning: Applied learnings from MedicareInsurance.com without assuming the same approach would work such as adjusting the voice and benefit framing for a more cost-sensitive, tech-native audience.​

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Takeaway
This project showed how I take insights from one audience and adapt them for another, not by copy/pasting, but by reframing what actually matters most.
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Strategy isn’t just about what worked; it’s about understanding why it worked and adjusting for a new context.