Case Studies

Solutions we have created for our clients.

Issue: The carrier’s initial engagement with producers was disjointed and inconsistent. The process of getting brokers from interest to appointment was measured in days or even weeks and some brokers fell through the cracks entirely.

We deployed SET Agent to enable brokers to onboard in an all-digital experience. The platform was configured with the client's background check requirements, producer agreements, commission schedules, and E&O requirements. Now, onboarding a new producer takes less than 10 minutes and automated data collection from NIPR and OFAC makes sure compliance is ensured.

Issue: The client wanted a digital solution to enable brokers to take employers from Prospect to Active including employee enrollment.

We deployed the SET Agent and SET Sales modules to support the client’s vision. The fully digital process enables producers and group administrators to simultaneously participate in the set-up process, including quoting, plan selection, open enrollment timing, premium payment method, group application signature, and more. Once a group is onboarded, all policy documents, sample certificates, and other fulfillment is immediately available in the group’s portal.

Issue: The client wasn’t able to easily demonstrate that their producers were fully compliant. The agency management system was separate from and wasn’t fully integrated with the sales platform nor the commission platform.

Leveraging the SET Agent module, licenses, appointments, E&O coverage, and OFAC and OIG status were organized into a simple-to-navigate portal that alerts the Agency Principal and Admin when an item needs attention. The team is able to easily filter agents with compliance issues and take action.

Issue: When faced with requests by internal and external auditors for data, the client went through a laborious process of pulling data and providing access to multiple systems. The time spent preparing for and responding to auditor questions was significant.

Silver Eel Technology platforms include a built-in Auditor user role designed to give 'view-only' access across the platform – allowing users to see – in real-time – what is happening on the platform. Auditor users can see producer details, including demographics, licenses, and appointments, as well as commissions and books of business. Auditor users can also see policyholder details, including coverages, policy documents, payments, employees, and dependents as well as the itemized invoices and associated payments. Access is controlled by the client – and can be issued for specific amounts of time - for example, a day, a week, or other defined period.

Issue: This client had a new and innovative product idea and wanted to test it in the market. The internal IT resources required to stand the product up on their legacy platform were prohibitive and the time to select and integrate with multiple vendors was a non-starter.

We quickly configured the SET platform to enable the client to bring their product to market at a fraction of the time and cost had they done so internally. The solution included an all-digital agent onboarding process allowing agents to self-select and become contracted to sell the product; an e-commerce solution enabling the product to be sold via the web; subscriber and broker portals for users to access their information; data exchanges with the carrier for sales, premium and claims files; product management and customer service access for the client to configure and update plan options, rates, documents and more.

Case Studies

This website uses cookies.