Leobit
Educational & Consulting Platform For People with Disabilities
Development of a Web Platform for Helping Benefit Applicants/Recipients Apply for Insurance
ABOUT
the project
Client:
Location:
TX, USA
Company Size:
Industry:
Solution:
Leobit has developed a sophisticated web platform dedicated to aiding individuals with disabilities in navigating the claiming process for insurance benefits. At its core, this platform serves as a central hub and facilitates direct interactions between benefit recipients and their coaches, streamlining the often complex and bureaucratic process of obtaining disability benefits.
By offering tailored education-based membership programs, the platform empowers benefit applicants with knowledge and resources, making the insurance claim process more comprehensible and accessible. Additionally, it introduces cost-saving benefits, such as reduced expenses for accessing independent medical professionals.
What’s remarkable is that they’re always on top of deliverables, timelines, and bug-fixes.
Customer
Our customer is a reputable educational coaching and consulting company dedicated to providing valuable assistance throughout the complex insurance benefit claim process, ensuring individuals with disabilities receive the benefits they are both legally and medically entitled to. The company plays a pivotal role in connecting potential benefit recipients with medical professionals who conduct disability evaluations and provide credible Independent Medical Opinions & Nexus Statements for a wide spectrum of disability conditions. They offer a comprehensive range of expert-level educational resources through their websites and programs to ensure benefit applicants are well-informed and supported throughout their journey.
Business Challenge
As part of their digital transformation strategy, our client made the decision to launch a web platform aimed to automate key business processes. This platform was envisioned to serve as a central hub for communication and education, facilitating interactions between experts and benefit applicants involved in the insurance claim process and disability benefits access. Initially, the client collaborated with another development firm to bring their vision to life. Unfortunately, the web platform delivered by the vendor did not meet the expected standards of quality. It exhibited significant functionality issues, being unsuitable for market entry.
Why Leobit
Our client initially engaged with another development firm, but they were unable to successfully launch the web platform and meet the project’s deliverables. They conducted a thorough search for an Azure and .NET development partner and chose Leobit as their top choice. Leobit’s expertise in .NET, with over 100 successful projects, and our Microsoft Solutions Partner Designation made us the ideal fit. We took over the project, handling backend development, database management, and infrastructure improvements on Microsoft Azure.
Project
in detail
Our team conducted a comprehensive code review of the codebase delivered by the previous vendor and identified and removed approximately 80% of redundant or unused code. Subsequently, we started the process of restructuring to enhance the platform’s overall performance and reliability. Moreover, our experts undertook the task of redesigning certain features entirely, optimizing their functionality, and streamlining system operations.
Custom-made CRM system
We created a custom CRM system to consolidate and enhance the analysis of customer-related data. This CRM acts as a centralized database that integrates information from multiple channels, including customer interactions, Zoom phone records, meetings, and other inquiries. This CRM system has effectively streamlined lead and contact management.
To keep your team organized and ensure they stay on top of their tasks and schedules, the platform includes a task management dashboard with automated notifications for upcoming tasks or scheduled meetings.
It centralizes documents and tasks associated with each benefit applicant, offering a comprehensive and organized repository for efficient management and analysis of benefit applicant-related information. Users can easily access and analyze this consolidated data through a user-friendly interface, streamlining the process.
Smart search
VACI team faced the complex challenge of efficiently searching for specific emails within over 500 Gmail accounts owned by coaches, each with a small quota limit. Our solution offered a tailored smart search function that simplifies information retrieval for users and service agents. To speed up the process, we implemented an account aggregator, consolidating all benefit applicant-related communications into a single account. This synchronization process takes around 30 minutes and involves 50 million requests from 500+ Gmail accounts.
Communication management hub
The platform serves as an enhanced communication hub, facilitating efficient collaboration between coaches and benefit applicants/recipients. It achieves this by seamlessly integrating with Zoom services, allowing for improved communication and the consolidation of communication data into a single, easily accessible repository. This integration streamlines the process of data storage and retrieval, enhancing the overall efficiency of communication and collaboration on the platform.
Technology Solutions
- Used a serverless architecture hosted on Microsoft Azure to optimize operations, reduce expenses, and enhance scalability.
- Incorporated Zoom services to transform the platform into an efficient communication hub for coaches and benefit applicants/recipients.
- Integration with payment systems like Oracle NetSuite, allowed for real-time tracking and management of payment data.
- Developed a custom notification system for reliable tracking and delivery of notifications.
- The custom-made CRM streamlines access and analysis of consolidated customer data for improved efficiency.
- Implemented smart search function and account aggregator to simplify information retrieval and consolidating communications into a single account
- Used the Azure Cognitive Search to provide advanced filtering capabilities for portal administrators
Value Delivered
- Accelerated market entry, achieving a live presence in less than 4 months.
- Successfully onboarded over 20,000 clients and 100 employees within a short timeframe.
- Achieved a 30% increase in the average benefit recipients rating, leading to increased brand reputation and trust within the people with disabilities community.