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

PPO Advisors wins a six-figure contract with Velvetech LLC

PPO Advisors, a dental insurance consultant, needed to automate its manual processing of complex fee schedules and credentialing documents from PDFs and Excel files. This manual work was a major bottleneck as they helped dental offices compare insurance contracts. They also lacked a centralized system for customer relationship management. To address these challenges, they partnered with vendor Velvetech LLC.

Velvetech implemented a comprehensive solution including a Creatio CRM for a 360-degree customer view and a custom middleware system with integrated OCR intelligence to automatically parse even non-searchable PDFs. They also built a custom UI for one-click report generation and a dedicated Client Center portal for customers. This automation eliminated manual data entry, sped up report generation, and allowed PPO Advisors to secure a six-figure contract with a large Dental Service Organization, uniquely positioning them as a fully process-driven leader in their industry.

PPO Advisors