Enterprise Portal for Real Time Visualization
Enrollment Alliance (EA) is revolutionizing the employee benefits and enrollment industry with innovative technology and techniques designed to enhance the communication experience between employers, Human Resources departments, and employees. Their mission is to utilize their expertise and proprietary technology to remove the chaos and stress associated with the Open Enrollment process.
After years of iterations and experimenting, EA was unable to find the perfect software solution (or combination of various tools) to manage the Open Enrollment process and create visibility across companies’ HR departments, insurance brokers, and employees. This is a complex process that must be executed during a small window of time, so eliminating the human reliance handling and automating processes was crucial to success. Combining their industry experience and product vision, they had a solution in mind, but needed a software development partner to engineer the application.
While the Portal is engineered to pull data from Enrollment Alliance’s CRM, it has an evergreen architecture so that the application can lay on top of other CRMs. This will allow flexibility when integrating with other third-party systems. The first iteration of the EA Portal has been integrated with Keap, but the application is overall agnostic to the CRM / data source.
Each business client (company) can set its own custom messaging sequence and content, so that employees are alerted via text and/or email when they have an action to take. This helps with scheduling and follow-ups as all the application ensures all employees are moving through the process prior to the enrollment window closing.
Dashboards and Rich Visualizations
No matter the application user role, there is a rich dashboard experience to highlight the overall health of the open enrollment. EA administrators can view all insurance broker and company data, brokers can quickly access all the data for the clients in their business portfolio, and companies can easily see employee progress.