Challenge

Health plan enrollment requires licensed agents and daily license status reports, creating multiple problems:

• Tracking and managing licenses can be highly manual, mundane, and repetitive
• Creating individual reports requires at least two hours of processing time each and significant extra manpower
• License tracking customizations vary across authorities, states, and business unit requirements

Solution

The solution combines RPA with skilled professionals and process enhancements to ensure timely delivery of daily reports and enable actionable decisions around state enrollment eligibility:

• A robotic process automation solution tracks and oversees agents’ healthcare licenses.
• Reporting includes more real-time and regular reporting mechanisms.
• Staff can focus on higher-value, critical customer-oriented work.