Case Study: The Todd Benefits Group, Inc.
Client background
Since 1990, The Todd Benefits Group, Inc. (TBG) has worked with Fortune 500
companies to design long-term care insurance plans for their employees. Five
years ago TBG contracted with us to build a web-based information system to
increase sales and streamline operations. We built the initial version quickly,
but our relationship with TBG continues to this day as we modify and enhance
the software to meet changing requirements.
Our software solution
The Todd Enterprise System consists of two ASP.NET web applications built atop
a SQL Server database that stores information about TBG’s corporate clients,
their employees, and the options and costs of the different insurance plans
available.
Public Web Site
The public web site is used by the Fortune 500 employees to get personalized
information on the insurance plans offered by TBG. It includes features such
as:
A
Premium Calculator that allows users to design, compare, and customize plans
from various insurance carriers
Downloadable
insurance applications that are pre-filled for users with the plans that they
have chosen
A QwikQuote
system that automatically e-mails pre-built plans to users upon request
Internal Web Site
This is based upon the
Red Stapler Enterprise Web
Framework
and is the central system used by TBG staff to drive the long-term care sales
process. Its features include:
An
event log for each Fortune 500 employee that shows, in detail, the sales events
that have occurred, such as phone conversations and premium quotes requested
An e-mail
merging system that helps TBG sales staff by automating routine messages to
clients
A company
configuration area allowing TBG management to customize the plan designs for
each corporate client to match the demographics of the client’s employees
Reasons for success
The Todd Benefits Group was wise in choosing us as a software provider for two
critical reasons:
We
used our ASP.NET-based
Enterprise Web
Framework
as the basis for the internal web site. This has ensured consistent navigation
and look & feel across all screens. It also has allowed us to quickly and
easily add, remove, and reorganize various pages in the site without worrying
about details such as how to send information between pages.
As in any
business, the priorities within TBG shift constantly. Because of our
Customer Support System, automated deployment tools
and flexible process, we have welcomed change throughout the
project instead of frowning upon it. At one point, TBG asked us to implement a
major new insurance product in the system as soon as possible. We were able to
quickly reprioritize our existing work and successfully implement the new
product within a few weeks.