Challenge:
An American benefits provider coordinates benefits for 7,000+ business covering 15 Million people. They sought an automated way to manage compliance (e.g. plans, pricing), generate client facing documents, and provide historical access to prior services sold to their clients.
Solution:
Kinetech delivered an integrated solution consolidating plans & pricing in a responsive portal that enables brokers to quickly review services for each client, complete a complex compliance questionnaire, and generate 100+ page documents with the click of a button.
