Case Study: Security Health Plan achieves 20% time savings and consistent policy workflows with NAVEX PolicyTech

Security Health Plan Improves Workflow With PolicyTech

Security Health Plan, a 513‑employee not‑for‑profit health maintenance organization, faced a fragmented, inconsistent policy management process that lacked centralized ownership, automated workflows, and clear tracking of writers, reviewers, and approvers. Their existing web-based and parent‑organization ERP tools didn’t provide a standardized, auditable approach, causing duplication, confusion, and manual work to keep policies current.

By implementing NAVEX PolicyTech for policy and procedure management, Security Health Plan established consistent review/approval workflows, redline visibility, and easy Microsoft Word integration combined with responsive NAVEX support. The change cut time spent on policy tasks by over 20%, streamlined production of key Medicare documents, and enabled other teams (like customer service) to use keyword search for faster responses, with plans to expand PolicyTech across more files and processes.

Security Health Plan

Joshua Dick

Continuous Improvement Specialist