Skip to Main Content

This leading health care company sells traditional and consumer-directed insurance and related services, bringing in $60B in annual revenue. 


Antiquated, Manual Quote Processing

The company’s voluntary insurance division sought to capture more market share in their space and needed the ability to cross-sell its voluntary products alongside core health insurance products. To accomplish this, they required a new quote automation system to replace legacy, manual processes for sales, underwriting and implementation. 


Quote Automation with Proposal Generation and e-Signatures

Spaulding Ridge designed a solution using Salesforce and DocuSign in tandem to deliver heavy automation of quoting and proposal generation. The system included with underwriting review and approval; digital signature; and generation of enrollment kits for accident plans, critical illness plans, and hospital 1.0 and 2.0 plans. We took a two-phase approach to establish a foundational platform and then augmented the platform key features to enhance the quoting engine.

Phase 1 included preconfigured standard plan bundles, fully customizable product plans, automatic generation of rate tables, and proposal electronic signature.

Phase 2 covered enhancements to the company’s quoting engine. We added new products, allowing custom rate cards, enhanced proposal formatting, improved rules engine to produce quotes compliant with insurance certificates by all 50 states, and enhanced benefit summaries. 


Enhanced Efficiency with Functional and Compliant Quoting Engine 

The company’s full-featured quoting engine helped to align quotes with company guidelines quicker, speeding up deals and avoiding costly errors in pricing. The solution also allows the company to customize project plans, automatically generate rate tables, and comply with insurance certificates when generating quotes, granting greater flexibility to their sellers. 


Related Insights

Ideas to Elevate Your Thinking

View All 

Go Further with Spaulding Ridge

Take your investments to the next level.