Case Study: SureCo streamlines ICHRA onboarding with Aligned

SureCo cuts onboarding prep by 80% with Aligned

SureCo, an insurance company that helps employers implement ICHRA health plans, faced a complex onboarding challenge. Their process involved coordinating multiple external partners and internal teams, and it was managed through a disjointed system of emails and documents. This led to missed steps, a lack of repeatability, and difficulty tracking progress, creating significant risk for their regulated benefits migrations.

To solve this, SureCo implemented Aligned, a platform that provided a shared workspace for collaboration. Using Aligned's templates, they created a structured, repeatable onboarding process that kept all tasks, communications, and documents in one place. The results were substantial: onboarding prep time was reduced by approximately 80%, the risk of missed steps was eliminated, and the process became a competitive advantage that brokers now cite when referring new customers to SureCo.

SureCo