Case Study: Reduce the Time and Cost of Provider Onboarding

The primary provider of ancillary insurance services including life, dental, disability, vision and other large provider organizations in eight states.

Industry: Insurance

Implemented: Salesforce Platform

Technologies Replaced: Multiple Systems

Tectonic has greatly streamlined the entire provider onboarding process including automation the Practice/Provider credentials verification process. In addition, prospecting and overall affiliate management process was transformed.

The Challange

Adding new providers and maintaining the network of providers for company was a difficult, manual process.
The networks that dentists belong to are constantly changing.
Growing the provider network to meet the needs of the customer requires contstant adjustment.
The onboarding process for bringing new denstist to the network was often taking 75-90 days.
There were no current systems to meet the needs of provider that we cost effective and flexible.

The Solution

Using cost effect Force.com licenses, Tectonic customized a provider onboard and management application that allowed client to work with multiple partners.
Business Proces implemented with Salesforce
- Prospect Management
- Practice Management
- Provider Management
- Credentials Management
- Affiliate Management
- Reports and Dashboards
Provider onboarding proces is now reduced from 75-90 days to 2-3 days.
Client has the reports and measures to take control fo their provider networks and proactively manage them.
System has been so successful that Tectonic also implemented a similar versions for an additional provider.