Extranet Portal for an Insurance Brokerage
To help a brokerage deliver added value to its key clients we built a benefits
information portal with customer-centric information that reduces calls to each
customers' HR department for common questions about benefits plans.
Analysis
Benefit Logic, a brokerage specializing in
group benefits packages, was looking for
a way to improve its customer relationships through value-added services. Its customers'
employees frequently asked about which benefits were available under the employer's group
program. As the broker and consultant on benefit programs, Benefit Logic realized it
could provide this information directly to its clients' employees through a limited-access
extranet portal.
Implementation
The portal is available to Benefit Logic's customers directly from its main web site
and tied into its well-established design elements. We built a portal providing custom
content for each of its employers. The portal pages produce simple reports of benefit
programs to which the employer subscribes (such as health, dental, vision, etc.), the
particulars of each program, and resources for more information including benefit
description documents and links to online provider directories.
Benefit Logic's brokers can update the data behind the portal using a simple management
interface based on web forms. Many of the portal sections are free-form, allowing Benefit
Logic staff to extend them to meet future needs and adjust them to reflect changes in
insurance and group benefits.
Results
Benefit Logic's customers were delighted by the launch. HR departments can now give
employees a single resource for information for all their benefits questions. As one
customer said, "It's the best thing since sliced bread."
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