The journey from quoting to enrollment has traditionally been time consuming and manual, requiring you document plan details and rates in a management system, locally saved spreadsheets, and a separate benefits administration system. Rekeying plan details into multiple systems wastes valuable time and prevents a single source of truth for plan details.
The integration between Applied Epic®, Applied Benefits Designer®, and Employee Navigator® enables all plan lifecycle stages of a once manual process to be accomplished in less time with less effort. With just a few clicks, the integrated workflow moves the most critical plan data from quote to enroll, saving valuable time that can be spent servicing customers.
Key Benefits
-
One View of the Customer
Maintain a consistent view of Benefits business with plan details captured in one connected system that integrates data across all stages of the plan lifecycle.
-
Workflow Efficiency
Save time by entering data once, streamlining workflows across the entire quote to enroll process.
-
Reduced E&O Exposure
Decrease the potential for manual errors resulting from re-keying data and shift away from locally saved spreadsheets and paper documents.
Applied’s integration with Employee Navigator is a game changer for us. The reduced data entry saves us a ton of time when we’re busiest in Q4, allowing us to facilitate more open enrollments for our small group clients in Employee Navigator. Adding this integration has helped us overhaul and streamline our entire renewal process, making us more efficient in the long run and giving us more time to focus on our high-impact tasks.
Michael Seeling
Vice President, AWS Insurance
-
Quoting and submissions
Enter all medical, dental, vision and ancillary plans into Applied Benefits Designer for client proposals.
-
Plan selections integration
Seamlessly send final plan selections, including plan details, rates and enrollment counts from Applied Benefits Designer to Applied Epic for generating benefits guides and broker compensation disclosures.
-
Benefits admin integration
Send the plan details (monoline or package) and premium to Employee Navigator for customers to access quickly and efficiently.