Custom CRM and website builder for student health insurance
We continue to partner with a student health insurance agency so they can focus on serving future healthcare professionals.
About the Client
Incorporated in 1997, our client is a health insurance broker that serves health science graduate students and their programs.
As a longtime client that predates By the Pixel itself; our established business partnership continues to evolve thanks to our commitment to deliver products aligned with their values, goals, and constraints.
Deliverables
Student Enrollment System
Custom CRM
Submission Inbox
Working closely with their staff, we identified a few key pre-existing pain-points for us to focus on:
Negative public perception
The website students used to waive or enroll in health plans was outdated, which undermined confidence when the students needed to input sensitive personal data. The outdated website also created a sales hurdle when trying to win new clients.
Limited scalability
The client's existing platform imposed limitations on new feature development, automation, and integrations. This limited their capacity to bring on new clients and created additional work for staff.
Cascading data management problems
Relying on third party apps to manage student data left opportunities for error wide open and led to repetitive and time-consuming manual processes.
With the challenges and goals identified, we targeted solutions to yield the greatest ROI.
Customizable & consistent school portal redesign
The white-labeled portal is now easy for schools to incorporate with their own branding, and the school sites are powered by a structured backend that ensures consistency across all instances..
Confidence-inspiring student enrollment system
The updated design is clean, modern, and user friendly, so students feel more positive and assured when inputting personal information.
All student data, easily managed in one place
We built a custom CRM that keeps the team working off a single, shared information source that is always up-to-date & securely backed up.
This means they spend less time managing data and more time serving students.
Updated technology to future-proof processes
To move the client away from their cumbersome Microsoft Access database, we rebuilt their app in PHP using the Laravel framework. We then created private APIs to communicate with our vision VueJS single page application.
This updated technology, now served by Amazon Web Services (AWS), eliminates technical debt and lays a foundation for continued growth, including new productivity-driving features like automation and integrations.
Simplified processes for data review and management
We built a custom form submission inbox that allows staff to quickly review & merge data as it rolls in. This speeds up form reviews, which was one of the team’s most time-consuming processes.
Once the data is in and reviewed, their team can also perform bulk actions to change “student,” “coverage,” or any other fields.
Results
The updated submission inbox saves time and reduces the number of data entry errors.
The custom CRM speeds up data management processes for their staff.
Affiliated schools are able to apply their own branding to the school portal, building trust with students.
Updated technology will accommodate future growth as needs evolve.
