July 01, 2022
Green Leaf’s Story: How API-powered carrier connectivity delivered a better client experience
“Our benefits enrollment and administration experience is light years faster”
Green Leaf Payroll & Business Solutions helps its clients in the cannabis industry streamline a wide range of payroll and HR tasks, from securing bank accounts to providing access to a suite of benefits and HR technologies.
As Green Leaf expanded its benefits solution, there was one often-requested service that it was hard-pressed to address: connectivity between an employer’s benefits software and its insurance carriers.
Hear it from them:
“We were avoiding it like the plague,” says Tyler Priest, Green Leaf’s vice president for strategic accounts. “It would take eight to 12 weeks to build carrier connections, and something would always break. Then I’d have to devote employee time and energy to fixing it that should have gone to servicing clients.” It was simpler to have the employer or its insurance broker manually fill out forms to add or change coverage and send them to the carrier.
By the start of 2021, however, potential clients started demanding the speed, efficiency, and automation of electronic connections to their carriers. “If we didn’t offer a solution,” Priest says, “we ran the risk that clients would look elsewhere.”
Researching the options, Priest found an article explaining that EDI, the technology used to connect to carriers, was being replaced, in some cases, with APIs, a modern approach that is much faster, scalable, and more accurate. He contacted Ideon, a leader in API solutions for benefits platforms, to help Green Leaf enhance its carrier connectivity capabilities.
Wondering how it went? (Hint: This story has a happy ending.) Download the full case study here for all the details.