November 2, 2021
If GlobalBenefit Administration Services were an animal, it would be an octopus.
The company’s primary business is the third-party administrator (TPA) of insurance companies, providing operational services to more than 50 insurance programs employing hundreds of agents.
But there are many other arms of GlobalBenefit, including an independent insurance agency, advocacy companies, and a lifestyle benefits company.
Core administrative capabilities include but are not limited to consumer enrollment, product fulfillment, money collection, data management, website development and management, and marketing services.
“We go from the point of initial contact with consumers—marketing to them—to enrolling new clients and sending out welcome emails, as well as emails detailing specific transactions,” said Lauren Becerra-Gongora, vice president of operations at GlobalBenefit.
In a single day, there are thousands of interactions between GlobalBenefit and its clients. So, how do she and her staff keep it all straight?
The short answer is e123.
e122 has innovated a platform that provides frontend and backend systems, giving its clients a complete view of members, agents, and products from sales to payments to customer service. The platform is a powerful, easy-to-use solution for insurance companies to manage enrollment, billing, administration, and operations.
“All our different clients are on e123. It’s a bespoke program so we have the flexibility to tailor it to each one. It’s an efficient and timesaving way to manage many moving parts,” said Becerra-Gongora.
“e123 gives GlobalBenfit a common system for all its employees and clients, providing a place for them to work on one platform. You don’t have to pull information and then send that to another person who has to upload it into their system.”
Using e123, GlobalBenefit finds that bringing on new agents can be as easy as sending them a password that allows them to enroll themselves in the system, Becerra-Gongora explained. The platform also gets the agents’ websites up and running, processes their commissions.
With thousands of customers and hundreds of agents, GlobalBenefit is an intensely complex operation, and sometimes Becerra-Gongora needs to check in with the e123 support team to walk her through specific steps.
“Support is very responsive if we need them,” she said.
Increasingly clients, including GlobalBenefit, are turning to e123 as a consulting partner to identify areas where sales are underperforming.
“They can look and see where there might be a client who is not as active and troubleshoot how to make the client experience better,” Becerra Gongora said. “We are able to solve our clients many unique problems. e123 consistently meets our needs, and it’s the far and above the easiest way for teams to manage.”
