Case Study: PPO Advisors streamlines dental insurance operations with Velvetech LLC

PPO Advisors wins a six-figure contract with Velvetech after automating dental insurance workflows

PPO Advisors, a top dental insurance consultant, faced significant operational bottlenecks due to its reliance on manual processes. The company manually parsed cumbersome Excel and PDF documents, including non-searchable fee schedules, and lacked a unified system to manage customer relationships. To overcome these challenges and stand out from competitors, PPO Advisors partnered with software vendor Velvetech for a comprehensive automation solution.

Velvetech implemented a full-cycle Creatio CRM system with telephony integration for omnichannel customer management and developed a custom Client Center portal. The solution featured an OCR-based document intelligence layer to automatically process non-searchable PDFs and a custom middleware to parse, map, and compare fee schedules. This automation eliminated manual data entry, accelerated report generation, and removed errors. The results were transformative, uniquely positioning PPO Advisors in the market and directly leading to the company winning a six-figure contract with a large Dental Service Organization.

PPO Advisors