SaveOnSP was founded by experts in the healthcare and pharmaceutical industries with one goal in mind: to administer plan benefits designed to provide cost savings for both plan sponsors and their participants.

As the company’s footprint grew, their team outgrew manual processes around claims management, claims adjudication, and measuring data points like claim volume and revenue.

They turned to SevenPoints to redesign their business processes and build technical solutions using Salesforce Service Cloud and Experience Cloud. Our work resulted in discovering $10M+ in unclaimed revenue and led to a 40% reduction in labor costs.

The Challenge: Automate to Support Growth

SaveOnSP’s team initially relied on spreadsheets and manual processes to maintain and update claims records. However, as the scale of claims grew, they struggled to keep up, and began to realize that they also lacked crucial data points on their business. Challenges included:

  • Managing 10,000+ claims/month was unsustainable with spreadsheet-based processes
  • The claims adjudication process was inconsistent
  • Current processes didn’t allow for streamlined metrics
  • Leadership had zero visibility into volume and revenue

The Solution: Salesforce Case Management

Within just 12 weeks, SevenPoints was able to deliver a comprehensive business solution including:

  • Salesforce Case Management for SaveOnSP to track and manage claims
  • A dedicated case submission site hosted in Salesforce Experience Cloud, with content personalized to plan sponsors and plan participants
  • Automated data loading process with built-in error detection and quality assurance
  • KPI’s to measure business health, accompanied by custom dashboards in Salesforce to track daily and monthly case progress
  • User and superuser training to ensure company-wide adoption and fluency in the new tools

Note: The dashboard screenshots displayed here include redacted data that is not specific to this client.

The Result: Cost Savings and New Revenue Sources

Through our team’s automation of SaveOnSP’s business processes, we helped them realize significant revenue and business goals:

  • $10M in unclaimed revenue recovered
  • Auto-decisioning refinements reduced labor costs by 40%
  • KPI’s to measure and manage workload, leading to increased resource utilization

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