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Overview
SCI INC or Saldana Consulting Incorporated (SCI) is a retirement plan advisory firm providing Plan Sponsors (companies) and employees with SCI benefit information and retirement planning and Third Party Administration (TPA) services. The firm is looking to enhance their offering by developing a portal for Plan Sponsors or companies who are providing retirement benefits to their employees. The portal will associate plan sponsors to key information they need to administer their employees’’ retirement plan. The portal will also provide additional global and educational information. The overall goals are to provide a comprehensive view of the retirement plan for plan sponsors and employees.
The Challenge:
To improve the management and transparency of retirement plans for both plan sponsors and employees, SCI needed a robust Customer Portal and Admin Portal. The challenge was to integrate these portals with various support and educational tools to ensure plan sponsors could manage their plans effectively while offering employees easy access to relevant retirement information. The additional requirement was to integrate ZenDesk for 365 support and Chatbot Scheduling/Backup to improve user support and ensure efficient communication.
The Strategy:
ContentActive was tasked with creating an intuitive and feature-rich portal to support SCI’s goals. The solution included:
The portals were designed to manage key retirement plan documents, compliance materials, and external resources related to payroll, recordkeeping, and investments.
01
Administration & Billing
Admins can manage billing information, handle accounts, and configure account settings for both plan sponsors and employees.
02
Enrollment & Renewals
Both plan sponsors and employees can manage enrollment and renewal processes for retirement benefits.
03
Contact Us & Email Templates
Streamlined communication tools, including customizable email templates for better communication between the company, plan sponsors, and employees.
04
MyAccount
Plan sponsors and employees have access to personal accounts where they can view their retirement plan details, including contributions and balances.
05
Power to Choose Sign-Up & Customer Sign-Up
Easy sign-up process for customers to begin using the platform and access retirement planning tools.
06
New Service Address
Ability to update addresses for services related to the retirement plan.
07
Broker Portal
A dedicated portal for brokers to manage their clients’ plans, providing access to necessary plan documents and management tools.
08
Document Management
Ability for admins to upload and manage global documents, compliance documents, videos, and presentations. This ensures that plan sponsors and employees have access to the latest information.
09
Integration with ZenDesk & Chatbot Support
24/7 customer support with a chatbot for scheduling and backup services, ensuring that any questions or issues are addressed promptly.
Results
The new portals significantly increased efficiency, transparency, and effectiveness in managing retirement plans. Specifically, the following results were achieved:
By creating these portals, SCI Inc. improved its overall service delivery, making it easier for plan sponsors to administer retirement plans, while also offering employees a better understanding of their benefits and retirement options.
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