Case Study: HealthEZ boosts access to care from 43% to 90% with Rocketlane

HealthEZ doubles access to care from 43% to 90% with Rocketlane

HealthEZ, a third-party health insurance administrator, faced significant challenges in scaling its highly customized client implementation process. Their manual, 750-step project plan was error-prone and relied on institutional knowledge, while clients were onboarded through disjointed email chains. Leadership also lacked visibility into project health. To solve this, they implemented Rocketlane, an agentic Professional Services Automation platform.

By leveraging Rocketlane, HealthEZ automated its project planning with conditional logic, eliminating manual configuration. It also provided clients and brokers with a branded portal for submissions and real-time visibility, moving the entire process out of email. The results were transformative: HealthEZ doubled its key "Access to Care" metric from 43% to 90% during its busiest period, while delivering 100% of its controlled deliverables on time. Rocketlane provided the operational visibility and efficiency needed to scale.

HealthEZ