Estudo de Caso

Como a Sterling Administration utiliza Jotform Empresas e IA para garantir a segurança de idosos

Descubra como a Sterling Administration transformou seus processos de conformidade com Jotform Fluxos. Descubra como eles automatizaram aprovações, melhoraram a precisão dos dados e economizaram tempo valioso para se concentrar na oferta de serviços excepcionais de benefícios aos funcionários.

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Sterling Administration em resumo

3.5

minutos

Análise em minutos

15

Weekly Saved Hours

3

step

Processo de automação

Setor: Saúde

Tamanho da organização: Médio

Sterling Administration

A Sterling é uma administradora líder, pertencente a uma mulher e minoria, especializada em HSAs, HRAs, FSAs, POPs e COBRA. A empresa também oferece serviços especializados de conformidade para ERISA Wrap, apresentação do Form 5500, testes de não discriminação e requisitos previstos na Patient Protection Affordable Care Act (PPACA).

Casos de uso

Automatização de processos de conformidade de benefícios aos funcionários, simplificação da colaboração e das aprovações da equipe.

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 The reliance on paper-based or outdated digital tools created bottlenecks, leading to delays and inconsistencies that hindered their ability to deliver the seamless experience their clients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