Case Study: Health Insurance Innovations updates verification scripts in minutes and streamlines compliance with Tungsten Automation

A Tungsten Automation Case Study

Preview of the Health Insurance Innovations Case Study

Health Insurance Innovations Brings Compliance Reporting to Glowing Health and Pockets Time Savings

Health Insurance Innovations (HIIQ) is a web-based developer and administrator of individual health and ancillary plans that relies on product verification scripts to ensure customers understand coverage at the point of sale. Managing nearly 50 scripts (about 30 pages each), HIIQ struggled with slow, manual updates, spreadsheet-based version control and the risk of selling policies with outdated or noncompliant language—sometimes forcing the company to pause sales while changes were applied.

HIIQ deployed Kofax Customer Communications Manager as a single source of truth, enabling quick global edits, searchable script libraries, integrated e-signature and audit trails, and storage of compliance recordings. As a result, updates that once took hours or days now take minutes, error rates and audit burdens have fallen, sales disruptions are minimized, and relationships with agents and insurers have strengthened.


Open case study document...

Health Insurance Innovations

Dominique Meitzen

Lead Verification Specialist


Tungsten Automation

247 Case Studies