Case Study

How Sterling Administration uses Jotform Enterprise and AI to ensure the safety of seniors

Discover how Sterling Administration transformed its compliance processes with Jotform Workflows. Learn how they automated approvals, improved data accuracy, and saved valuable time to focus on delivering exceptional employee benefits services.

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Sterling Administration at a glance

3.5

minutes

Analysis in Minutes

15

Weekly Saved Hours

3

step

Automation Process

Industry: Healthcare

Organization size: Medium

Sterling Administration

Sterling is a leading woman and minority-owned administrator for HSAs, HRAs, FSAs, POPs and COBRA. Sterling also offers expert compliance services for ERISA Wrap, Form 5500 Filing, non-discrimination testing, and requirements under the Patient Protection Affordable Care Act (PPACA).

Use cases

Automating employee benefits compliance processes, Simplifying team collaboration and approvals

Challenge

Sterling Administration faced significant hurdles in managing its growing administrative processes efficiently. The manual handling of client onboarding, data collection, and document management posed challenges that impacted productivity and accuracy. As the company scaled, ensuring compliance and maintaining streamlined workflows became increasingly difficult. The reliance on paper-based or outdated digital tools created bottlenecks, leading to delays and inconsistencies that hindered their ability to deliver the seamless experience their clients expected.
Solution

Sterling Administration turned to Jotform Enterprise to address its operational challenges and streamline its workflows. By adopting Jotform, the company automated key processes, including client onboarding, form submissions, and data management. Integration with Jotform’s HIPAA-compliant features ensured that sensitive information was handled securely, meeting industry compliance standards. The flexibility of Jotform’s platform allowed Sterling Administration to create customized forms tailored to its unique needs and integrate them seamlessly with existing tools, such as Salesforce and Google Workspace, enhancing collaboration and data accuracy across departments. This transformation enabled the team to reduce administrative burdens and focus more on providing exceptional client service.
Results

Using Jotform Enterprise, Sterling Administration has significantly streamlined its operations and improved efficiency across its processes. The integration with Jotform has allowed the company to replace manual tasks with automated workflows, reducing the time required for key operations like client onboarding and document processing. Additionally, the flexibility and scalability of Jotform have empowered Sterling Administration to adapt its tools to meet specific business needs, enhancing overall productivity and accuracy in its daily tasks. The organization now benefits from faster turnaround times, improved data accuracy, and a seamless user experience for both staff and clients.