Self Service Portal to Capture Client Intent


Our business enablement strategies leverage your technology and knowledge resources, propelling you toward competitive differentiation. With data-driven automation, your enterprise can quickly maximize knowledge and reduce costs over time. Gain the insight you need to recognize, prepare and deploy your data and transform your business for competitive advantage in the future.

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increase in efficiency through the use of automation

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reduction in errors - decreasing performance penalties

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traceability between client intent and benefit setup

Globally Implemented at Fortune 20 Organizations

  • Intake (automated load, manual entry, system extracts, existing copying) benefits design from employer groups and internal product design groups
  • Rules-driven guided intent and information capture with validation available at the earliest point in time of information capture
  • Dynamic definition of product characteristics to address changing market and regulatory need
  • Configurable and customizable guided intent capture
  • Web-based to be used in the field
  • Direct capture of intent
  • Enables end-to-end traceability starting with capture and storage of intent
  • Integrated with downstream benefits management system
  • Generate product feature reports for review
  • Publish product design for sales and marketing collateral
  • Publish information for metrics data stores and generate reports
  • Copy existing products and plans for reuse, time, and cost saving
  • Minimize guess work and fully integrate new client on-boarding
  • Automate system and intent gathering to minimize errors
  • Increase your clients’ speed to market and stay ahead of market demand
  • Reduces headcount, time, cost of delivery: troubleshooting, major changes, risky changes, re-platforming, M&A
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Extending the Power of the Adjudication System