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Development of a Web Platform for Insurance Benefits Accessibility for Individuals with Disabilities
  1. case
  2. Development of a Web Platform for Insurance Benefits Accessibility for Individuals with Disabilities

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Development of a Web Platform for Insurance Benefits Accessibility for Individuals with Disabilities

leobit.com
Education
Information technology
Insurance

Challenges in Existing Platform and Process Automation

The client's initial web platform, developed by another vendor, exhibited critical functionality issues, rendering it unsuitable for market use. There was an urgent need to automate key business processes, streamline communication between benefit applicants/recipients and coaches, and ensure reliable notification systems to handle high-volume interactions while maintaining compliance and accessibility standards.

About the Client

An educational coaching and consulting company dedicated to assisting individuals with disabilities in navigating insurance benefit claims, providing expert resources, and connecting them with medical professionals for disability evaluations.

Key Goals for Platform Development

  • Simplify the insurance benefit application process for individuals with disabilities
  • Ensure 99.99% SLA for notification delivery reliability
  • Integrate a custom CRM to consolidate customer data from multiple channels
  • Enable efficient document and communication management via smart search and aggregation
  • Achieve seamless integration with payment systems and third-party services like Zoom

Core System Functionalities and Features

  • Custom notification system with user preference customization
  • Integrated CRM for consolidated customer interaction tracking
  • Smart search with Gmail account aggregation (500+ accounts)
  • Zoom service integration for communication hub functionality
  • Real-time payment status tracking via Oracle NetSuite integration
  • Advanced filtering and document retrieval using Azure Cognitive Search

Technology Stack Requirements

TypeScript
Next.js
Material UI
Golang
Microsoft Azure
Azure Cognitive Search

External System Integrations

  • Oracle NetSuite
  • Zoom Services
  • Gmail API
  • Azure Cognitive Search
  • Account Aggregator

Performance and Scalability Expectations

  • Handle 100+ notifications per second with 99.99% delivery reliability
  • Support 50 million+ Gmail requests during synchronization
  • Ensure serverless architecture scalability on Microsoft Azure
  • Maintain data security for sensitive medical and financial information
  • Achieve sub-second response times for search and filtering operations

Expected Business Outcomes

The platform will streamline insurance benefit processes for individuals with disabilities, reducing administrative overhead by 40% through automation. The notification system will ensure critical communication reliability, while the smart search and CRM integrations will save 20+ hours weekly in document management tasks. Real-time payment tracking and communication hub functionality will enhance operational efficiency, directly contributing to a 25% increase in successful benefit claims processed monthly.

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