Comment Sterling Administration utilise Jotform Entreprise et l'IA pour assurer la sécurité des personnes âgées
Découvrez comment Sterling Administration a transformé ses processus de conformité grâce aux flux de travail Jotform. Découvrez comment l'entreprise a automatisé les approbations, amélioré la précision des données et gagné un temps précieux pour se concentrer sur la prestation de services exceptionnels en matière d'avantages sociaux.
Aperçu de Sterling Administration
3.5
minutes
Analyse en quelques minutes
15
heures économisées par semaine
3
step
Processus d'automatisation
Secteur d'activité : Santé
Taille de l'entreprise : Moyenne
Sterling Administration
Sterling est un administrateur de premier plan, détenu par des femmes et des minorités, spécialisé dans les comptes HSA, HRA, FSA, POP et COBRA. Sterling propose également des services d'expertise en matière de conformité pour l'ERISA Wrap, le dépôt du formulaire 5500, les tests de non-discrimination et les exigences de la loi sur la protection des patients et les soins abordables (PPACA).
Cas d'utilisation
Automatisation des processus de conformité des avantages sociaux des employés, simplification de la collaboration et des approbations au sein des équipes
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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 The reliance on paper-based or outdated digital tools created bottlenecks, leading to delays and inconsistencies that hindered their ability to deliver the seamless experience their clients expected.
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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.
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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.
Simplifying Data Capture and Client Engagement
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Jotform Enterprise does a really good job at data capture, or what I consider the front door for every operation... And frankly, 90 percent of the battle is getting someone to walk through your front door.
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Alex Tellez
Sterling Administration, Sterling Administration
Jotform Enterprise does a really good job at data capture, or what I consider the front door for every operation... And frankly, 90 percent of the battle is getting someone to walk through your front door.
Alex Tellez
Sterling Administration, Sterling Administration
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