Enterprise Portal for Real Time Visualization
Enrollment Alliance is revolutionizing the employee benefits and enrollment industry with innovative technology and techniques.
Enrollment Alliance (EA) is revolutionizing the employee benefits and enrollment industry with innovative technology and techniques designed to enhance the communication experience between employers, Human Resources departments, and employees. Their mission is to utilize their expertise and proprietary technology to remove the chaos and stress associated with the Open Enrollment process.
After years of iterations and experimenting, EA was unable to find the perfect software solution (or combination of various tools) to manage the Open Enrollment process and create visibility across companies’ HR departments, insurance brokers, and employees. This is a complex process that must be executed during a small window of time, so eliminating the human reliance handling and automating processes was crucial to success. Combining their industry experience and product vision, they had a solution in mind, but needed a software development partner to engineer the application.
EA partnered with MercuryWorks to build a custom portal and powerful collaboration tool. The application created a plane in which all involved parties, from the insurance broker to the employee, could easily digest what’s happening and what’s next during the enrollment window, in real time. HR departments are now able to manage employees across all locations, and employees are given step-by-step directions on how to execute on their enrollment. Insurance Brokers can easily view the data for all companies in their business portfolio, keeping them informed every step of the way.
Upon completion, the Portal provided unprecedented visualization and reporting capabilities to all parties involved in the Open Enrollment process, drastically reducing friction during the open enrollment period. The role-based application allows brokers, agents, HR departments and enrollment specialists, and EA leadership to view aggregate company data at a high-level, understand progress, and identify any potential issues immediately, ensuring a healthy enrollment. The system communicates directly with employees, bringing a high-level of satisfaction due to the ease of onboarding.
While the Portal is engineered to pull data from Enrollment Alliance’s CRM, it has an evergreen architecture so that the application can lay on top of other CRMs. This will allow flexibility when integrating with other third-party systems. The first iteration of the EA Portal has been integrated with Keap, but the application is overall agnostic to the CRM / data source.
Each business client (company) can set its own custom messaging sequence and content, so that employees are alerted via text and/or email when they have an action to take. This helps with scheduling and follow-ups as all the application ensures all employees are moving through the process prior to the enrollment window closing.
Dashboards and Rich Visualizations
No matter the application user role, there is a rich dashboard experience to highlight the overall health of the open enrollment. EA administrators can view all insurance broker and company data, brokers can quickly access all the data for the clients in their business portfolio, and companies can easily see employee progress.
Other Key Highlights
Time to manually create status reports drastically reduced from hours to seconds.
Employee statuses that were once a guessing game are now elegantly displayed in easily digestible charts.
Application is built on a scalable infrastructure to scale at-will.
"I've personally launched and managed countless software projects with numerous vendors and contractors. For the first time, I feel like I truly have a partner to execute on lofty visions. Mercury takes the time to understand the business problem I am trying to solve and continues to deliver innovative software solutions."
Managing Partner / Founder
Behind The Curtain
Provides a robust data storehouse and query platform to store all enterprise data, marshal data for integration and provide a source to the app’s API tier. In-cloud SQL Server was used to provide instant scalability and rapid querying.
Provides database storage, web app, authentication and web services. Azure provides an ideal solution for back end mobile applications with a multi-data center Infrastructure as a Service (IaaS) cloud solution that requires extremely little oversight.