Caso de Estudio

Cómo Sterling Administration utiliza Jotform Empresarial e IA para garantizar la seguridad de las personas mayores

Descubra cómo Sterling Administration transformó sus procesos de cumplimiento normativo con Jotform Flujos de Trabajo. Conozca cómo automatizaron las aprobaciones, mejoraron la precisión de los datos y ahorraron un tiempo valioso para concentrarse en ofrecer servicios excepcionales de prestaciones para empleados.

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Un vistazo a Sterling Administration

3.5

minutos

Análisis en minutos

15

Weekly Saved Hours

3

step

Proceso de automatización

Industria: Salud

Tamaño de la organización: Media

Sterling Administration

Sterling es una empresa líder en la administración de cuentas de ahorro para gastos médicos (HSA), cuentas de reembolso para gastos médicos (HRA), cuentas de gastos flexibles (FSA), planes de pago progresivo (POP) y COBRA, propiedad de mujeres y minorías. Sterling también brinda servicios expertos de cumplimiento normativo para ERISA Wrap, presentación del formulario 5500, pruebas de no discriminación y requisitos de la Ley de Protección al Paciente y Cuidado de Salud Asequible (PPACA).

Casos de uso

Automatización de los procesos de cumplimiento de las prestaciones de los empleados, simplificación de la colaboración en equipo y de las aprobaciones.

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 The reliance on paper-based or outdated digital tools created bottlenecks, leading to delays and inconsistencies that hindered their ability to deliver the seamless experience their clients expected.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.