Portfolio

Insurance Enrollment System

Client

Insurance brokerage firm. Experts in developing and facilitating cafeteria-style benefit programs that enable small to medium sized business owners the ability to offer best-in-class benefit packages to their employees.

Problem

• Enrollment process generates significant paperwork and errors.
• Paperwork and employee meetings to review documents are labor intensive.
• Competitive positioning of small company against bigger peers.

Solution

Online (ASP) based system to manage enrollment of participants into insurance benefit program. The system allows the end-user to login, review insurance coverage options, select and enroll in insurance plans. The management component enables easy user maintenance, review of enrollee status and form printing.

Achievements

• Add structure and order by replacing packets of paper information with basic plan descriptions and on demand detailed descriptions.
• Develop an easy user flow through enrollment process. Minimizing confusion and entry of redundant information.
• Enable enrollment on users schedule, removing client's staff from process.
• Enhances clients "value add" and sophistication.
• Decrease staffing requirements during enrollment process.