Case Study – BMI Benefits

Leveraging innovative technology to provide clients, brokers, and internal staff, with a one-stop shop Claims Portal for processing, managing, and tracking claims.

Planning for the Future

BMI wanted a new solution where their internal claim examiners and customer service representatives could review and process claims. BMI also wanted to provide a secure method for external client administrators, brokers, medical providers, and members and their guardians to access, view, and track claims and upload supporting documentation.

The Problem

The aging portal was running on an inferior technical platform with outdated software, which could not meet current security standards to protect patient and personal information.

About the Company

Bob McCloskey Insurance specializes in providing a wide range of insurance solutions to the education sector, including colleges & universities as well as private and public K-12 schools. BMI Benefits (BMI) is the claim administration arm of Bob McCloskey Insurance.

Technology Partner

BMI selected Liventus as their technology partner to guide them through the design and planning processes and develop and deploy a new claims portal solution along with the interfaces to the back-office systems.

The Solution

New Claims Portal

  • Solved the immediate platform and security issues
  • Gave BMI a modern user interface
  • Extended access to brokers and clients
  • Provided many new features and functions to the portal
  • Easier to maintain
  • Added Multifactor Authentication (MFA)

The new Claims Portal also provides BMI with an industry-leading solution built to support new modules, and new features requested by their user community and efficiently scale to support future growth.

Claims Portal

Built on a secure platform, all constituents can access the data needed and seamlessly work together. The entire process has been streamlined and automated, reducing manual processes and saving time and money.

How the Claims Portal Helped Users

The web portal increased its value as more constituents are now being served by it. The vision was to not only support the existing clients and policyholder administrators but also to allow access by brokers, providers, and members or their guardians to view relevant information.

These users are now able to…

  • Access and track more information
  • Quickly upload supporting documents, all without phone calls or emails
  • Receive automated notifications

Claims Portal Features

With the help of web portal technology, BMI can now provide a secure, convenient solution to access claim information and monitor the status of their claims.

Users

Key user groups include:

BMI Staff:

  • Administrators: BMI personnel
  • Claim Examiners: Review claims
  • CSR’s: Support clients and members
  • Management: View audit and performance reports

Client Administrators:

  • School, College, and sports policyholders to create and view member claims

Brokers:

  • Access claims of clients

Future:

  • Providers: Medical providers of services to members
  • Members/Guardians: View claim status

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