Case Study: GroupHEALTH boosts optional coverage sales with Experlogix Smart Forms

GroupHEALTH Boosts Optional Coverage Sales with Experlogix Document Automation Smart Forms

GroupHEALTH Benefit Solutions, a British Columbia-based employee benefits administrator, was struggling with a manual, paper-based enrollment process that created errors, high labor costs, and a poor customer experience. The company turned to Experlogix Smart Forms to modernize benefit enrollment and improve the way employees submitted coverage information.

Experlogix implemented guided, web-based Smart Forms that captured data digitally, resolved conflicts in real time, and used an explainer video to promote optional coverage without requiring duplicate data entry. The results were significant: GroupHEALTH cut enrollment management costs by 20% to 25%, improved the customer experience, and increased optional coverage sales by 5000%, prompting a rollout across all divisions.

GroupHealth

Jim Moore

Chief Operating Officer