Case Study

Case Study: USHEALTH Group Reduces Time To Process Health Insurance Applications

Source: ExpeData

USHEALTH Group (USHG) uses several hundred independent agents to sell insurance policies. The agents meet with prospects to complete complex insurance applications that often run over twenty pages in length. After the form is complete, the agent sends the applications to the USHEALTH business department via fax or mail. The process is slow and cumbersome taking hours away from an agent's opportunity to sell and serve clients. Furthermore, the process can take up to 7 business days before the agent receives disposition information for the application. This amount of lag time allows for drop off, people changing their minds or selecting another provider.

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