ProcessUnity Resource Center: Case Studies

Offer Management

Heath Benefit Provider Case Study

A Health and Benefits Platform Revitalizes a Problem Implementation Process

The goal of many large Health & Benefits Administrators is to provide a seamless service to their customers. For a firm trusted to manage complex and often confidential information on health benefits or COBRA, their first impression is now a cohesive, organized implementation process, rather than one with delays or roll-backs.

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Offer Management at Lincoln Financial Group

Lincoln Financial Group’s Retirement Plan Services Business Selects ProcessUnity to Manage Extensive Product Portfolio

Innovative offer management solution equips organization with critical data to provide exceptional customer service

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Offer Management Case Study

ProcessUnity Helps Leading Provider of Benefit Services Achieve Service Delivery Excellence

Provider uses ProcessUnity Offer Management to reduce service complexity and strengthen client service experience

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Wells Fargo Implements ProcessUnity’s Offer Management System to help Change Conversations with Plan Sponsors

Institutional Retirement and Trust Division equips 500+ client facing professionals and product managers with service health insights and best practice benchmarks to strengthen client satisfaction.

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