Client: Alera Group is the 7th largest privately held employee benefits firm in the United States, providing services such as financial planning, retirement planning, investment advice, personal insurance, estate planning, and brokerage services. Alera Group has extensive expertise across multiple sectors, including healthcare technology, veterinary services, municipal sectors, and private equity.
Challenge: Alera Group’s Coverage GPS program provides a concise, one-page snapshot to easily identify existing insurance coverage, gaps, and areas for improvement—an essential tool for cost reduction and coverage optimization. However, the process of creating these Coverage GPS placemats was labor-intensive and inefficient. The team relied on complex graphic tools and manual, non-standardized methods, including hand-drawn charts, which made the process slow and prone to inconsistencies.
To address these challenges, Alera Group sought a technology partner capable of understanding their business objectives and user requirements. They needed a reliable, innovative solution to streamline and automate the creation of Coverage GPS placemats, ultimately improving efficiency and accuracy.
Solution: SSI’s team of business analysts, engineers, and designers conducted an in-depth analysis of Alera Group’s existing system and developed an innovative web application to fully automate the Coverage GPS process. The solution featured:
- A simple, intuitive user interface
- Widget-based user flows for ease of navigation
- Dynamic chart creation for real-time updates
- Comprehensive user and data management
- High-resolution PDF generation
- Multiple customization options for data, graphs, and charts
- Single Sign-On (SSO) integration with Azure Active Directory
Result: The newly developed platform significantly improved the efficiency of creating GPS placemats, automating the process and reducing the time needed to generate high-resolution PDFs. It also resolved discrepancies found in the previous manual system, enhancing accuracy and overall productivity for Alera Group’s teams.
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