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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.
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