Solution

The core solution involved building the utilities to extract & validate agent and account onboarding information and simplify the process across 3 identified areas

Data Extraction
Extraction of data from agent notification forms into the data layer aggregated which can be easily searched and queried

Workflow Automation
Seeding in automations within the workflow using existing rules to validate inputs

Seamless Engagement
Unified engagement layer for personas to drive visibility of enrollment status & compensation details including validation, search of enrollment records and authorization status

Results

Ease of completion & elimination of manual steps

Automation of the agent notification form process has saved approximately 46 hours each month.
The new web-based interface has replaced the spreadsheet-driven legacy process, eliminating manual steps and reducing complexity.

Single view of form across all stages of completion

Unified view of the form at all stages of completion to provide clear visibility and tracking, enhancing user experience and process transparency.
Improved Tracking for users to monitor the form status, ensuring process accurately and efficiency at each each stage

Reduced Errors Ensuring Proper Payments

Automation has led to a 23% reduction in the possibility of errors, ensuring more accurate and reliable processing.
The streamlined process leads to accurate payment and improved trust in the system.

IDP, Process Automation, Data Extraction

Data Extraction: Efficient extraction of data from agent notification forms into a searchable and queryable data layer.
Process Automation: Workflow automation validates inputs using existing rules, streamlining the validation process and reducing the need for manual intervention.
Seamless Engagement: A unified engagement layer provides visibility of enrollment status and compensation details, including validation and search of enrollment records.