Infographic - Enrollment Management


Deliver Collaborative Toolsets

  • Provide near-real time views into member status, enrollment details and historical member transaction activity
  • Enable secure access to resolve fallouts from front-end processing
  • Streamline “out of schedule” enrollment file uploads
  • Establish client-specific permissions by role and responsibility

Provide your brokers and groups capabilities your competitors can’t enable them with self-service and detailed transaction visibility tools.

Enable Lifecycle Visibility

  • Enable out of the box business-level view of processing performance
  • Ensure transaction-level view by status, and monitor scheduled or expected transmissions for assigned accounts
  • Implement a single view of enrollment transactions across lines of business
  • Drive visibility into, and improve the administration of, employer group waiver plans (EGWP)

Deploy dashboard-based reporting to ensure complete lifecycle/transaction-level visibility to plan sponsors.

Enhance Partner Satisfaction

  • Decrease lead-time to production and accelerate onboarding
  • Enable configurable validations for separate TPA accounts
  • Manage multiple member transactions in the same file
  • Deploy a configurable and expandable rules library

Enhance partner satisfaction with streamlined, configurable rules and operations

Implement Intelligent Workflows

  • Automate discrepancy identification and route to subject matter experts
  • Enhance coverage level detail with error resolution workflows
  • Enable business-level views of transmission workflows, transaction failures and audit discrepancies
  • Decrease processing time and errors associated with manual intervention

Decrease operational costs and improve client satisfaction by eliminating manual enrollment file management with workflow-enabled exception handling.

Streamline File Intake

  • Mitigate the challenges of custom, non-standardized 834s, ANSII 834-5010, etc formats
  • Deploy enrollment reconciliation and discrepancy resolution workflows
  • Automate data error correction with configurable logic, and source of truth comparison
  • Enrich incoming transactions with additional data required for downstream systems
  • Enable changes-only identification and processing for reduced load

Optimize intake, validation and processing capabilities to handle any file format, while reducing manual intervention.