Digital Enrolment and Correspondence Management Solution using Adobe Forms

Project

American Insurer providing supplemental insurance for individuals and groups to help pay benefits major medical insurance doesn't cover. They provide Enrollment Services, Benefits Consulting, Employee Communication, Group and Individual Insurance.

Client’s existing Enrollment Process Master Application creation was manual and took greater than 4 hours for an Enrollment Specialist besides the risk of manual errors.

Solution

  • Coforge is helping the client automate the ‘Master App’ and downstream processes like ‘Case Build Up’ to realize the gains of automation using low-code digital onboarding technology (AEM Forms)
  • Solution is being implemented in series of releases beginning with an MVP (Master App) and other steps in end-to-end processes (case build up etc.) following later
  • Integration with Adobe Sign for secure and legally compliant signatures and audit trail

Outcome

  • MVP in 6 weeks. The step that originally took over hours reduced to 10 minutes.
  • MVP met all the requirements and received a “Thumbs-Up” from business
  • Approval for other releases (Case Build Up) etc. provided for Q3 and Q4.
  • Integrated solution provides mobile friendly Forms, Dynamic PDF Generation, Robust Authoring environment for PDF Proposals/Materials/Brochures, as well as workflows for approvals