CASE STUDY

A large TPA consolidates over 250 pages of group and plan data into a single source of truth – automates SBC, Benefit Matrix, Faxback and SPD.

 
 
 
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OVERVIEW

A large TPA was struggling with a tedious manual process for onboarding new groups and renewing them. Their process involved capturing benefit plan and new group onboarding data across 20+ disjoint documents with 250+ pages each. In addition to this, the SBC, Benefit Matrix, Faxback and SPDs were generated manually.

 
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