Group Implementation and Renewal Tool

Group sales and renewals cycle times reduced by 30, while administrative and productions costs decreased by 60%.


The primary challenge our client
wanted to address was fragmented,
extensively manual, departmental
process used to move employer
groups from sales prospect to
installed status.

The nature of this process
significantly influenced the level of
administrative effort, cycle time and
quality and had a negative impact on
broker retention, staff moral and
overall customer satisfaction at
broker and employer groups.

Consequently, the top and bottom
lines were impacted by higher
production costs, increased customer
service costs, missed sales and
renewal opportunities.


Vicert produced a web-based tool
that brought the following:
• A single data source is created.
• Several users are able to work on
the same RFA request at the same
• Instead of moving the RFA Excel
document back and forth, with
possibility that multiple, inconsistent
versions are created, all of the users
involved have full access to the GIRT
(enter, change or review data,
generate the type(s) of report).
• The time for each task is shortened,
accuracy and consistency increased
while the data integrity is preserved.


Administrative and production costs are
lowered by eliminating:
• Redundant data entry at renewal.
• Extraneous and confusing data.
• Revalidation of RFA data at multiple
steps of the process.
• Manual hand-offs between functional
The tool has also improved output quality,
increased broker and member retention
and membership growth, and improved
customer satisfaction by:
Significantly reducing group sales and
renewals cycle times. Improving broker
perception of client’s enrollment