The Challenge
The client was manually creating benefit booklets and Summary of Benefits and Coverage (SBC) documents for its members. With hundreds of templates for different states and employer groups, this manual process was making the enrollment cycle inefficient and prone to errors.
Creating the booklets had a steep learning curve. It required experienced staff to manually extract data from multiple unstructured document formats, a slow, resource-intensive process that could not be scaled during peak enrollment periods.
Human errors and inconsistent validation also created a very real risk of falling out of compliance with regulators.
