Client portalEmployee benefits

An employee benefits portal for Marshland Partners

The broker, each employer and each employee work from one record: groups, enrollment, signed forms and renewals, with nothing retyped in between.

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Client: Marshland Partners, Lake Charles, Louisiana
Industry: Employee benefits
What it is: Broker, employer and employee portal
Status: On real data since September

14 daysfrom signing to the first working version

28rounds of the broker's feedback built in

3portals in one: broker, employer and employee

Employee benefits portal: Employee benefits

Try similar software

Software similar to the one we built for Marshland Partners, not their exact software. Every customer, job and dollar in it is invented; none of it comes from Marshland Partners' data. Pick broker, employer or employee and use it. If it drops you back at the start, pick again.

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EnrollmentQuote readerThree portalsE-signature

BeforeLake Charles, Louisiana

No software at all. Spreadsheets and a clipboard.

Every quote meant downloading each carrier's PDF and retyping it into a spreadsheet with several tabs. Applications were keyed in by hand, renewals were tracked from memory, and employees signed paper forms on a clipboard.

Two sources of truth made mistakes easy: one group's birth dates came in five years apart, one from the employer and one from the employee.

What we built

Enrollment stops living in email threads and spreadsheets. Broker, employer and employee work from one record.

Every group, prospect to renewal

Stages carry a group from prospect to active, and each stage creates its own checklist and to-dos for the broker.

Reads the carrier quote

Upload a signed carrier quote and it matches the plans and works out the rating area, then waits for the broker to review it.

Employees enroll themselves

Elections, dependents and a drawn signature on the broker's own form, by link or in person. Re-enrollment starts from last year's answers.

Locked down

Sign-in needs a second factor, the most sensitive fields are encrypted, and carrier email goes through an encrypted service built for health data.

Straight to the carrier

Pick the carrier from the directory and send the documents from a template, with delivery status in the Sent folder.

Renewals in one step

Upload next year's rates and move a group onto them, with ages refigured at the renewal date. Employers see next year's total ahead of time.

This is what we built for Marshland Partners. The demo above is similar software on invented data, not their system.

Step by step

Who does each step, before and now.

StepBeforeNow

Step 1Prospect

Before

BrokerTracks groups in spreadsheets and renewals from memory

Now

BrokerAdds the group or imports a list
AutomaticMoves it through the stages and creates each stage's checklist and to-dos
AutomaticNudges any group that sits in quoting for 30 days

Step 2Quote

Before

BrokerDownloads each carrier's PDF and retypes it into a spreadsheet

Now

BrokerUploads the signed carrier quote
AutomaticReads it, matches the plans and works out the rating area
BrokerReviews it before anything is created

Step 3Enrollment

Before

EmployeeSigns a paper form on the broker's clipboard

Now

EmployeeFills in the broker's form and signs, by link or in person
AutomaticEncrypts the sensitive fields, sets up coverage and works out each paycheck deduction
AutomaticTells the broker, with no personal details in the email

Step 4Carrier

Before

BrokerKeys the application in and emails it by hand

Now

BrokerPicks the carrier and sends the documents from a template
AutomaticSends it encrypted, logs it and shows when it was delivered

Step 5Renewal

Before

BrokerRemembers when each group renews

Now

BrokerUploads next year's rates
AutomaticLinks every plan to last year's and moves the group over in one step
AutomaticShows the employer next year's total ahead of time

The software does part of the work at 5 of 5 steps. The broker still reviews every quote and carrier submission.

Results

On real groups since September.

The first version was up 14 days after signing, on sample data, so the broker could test every step before anything real went in. Real groups moved in on September 17. When next year's carrier rates arrived in October, plan-year renewal was built the same day the broker asked for it.