Employee Spotlight: Jess Slabaugh

At Ideon, we’re proud to have such a talented, diverse team leading the charge for a better and more connected health insurance and employee benefits industry. Our ongoing Employee Spotlight series showcases the people behind our product and unveils what life is like at Ideon. Next up… Jess Slabaugh, Sales Director, InsurTech.

Name: Jess Slabaugh
Department: Sales
Title: Sales Director, Insurtech
Location: Knoxville, TN


How long have you worked at Ideon?

Six months. I started in the Spring of 2022.

What was your onboarding process like?

Everyone was so welcoming and excited to see Ideon growing. Ideon is made up of so many collaborative individuals with deep industry knowledge and technical ability, which made my onboarding process extremely informative and valuable. I was able to meet all our department leaders and most of my peers and collaborate on strategy almost immediately.

What do you like most about your job as a Sales Director?

I’m really proud of the solution we put out in the market. Digital Transformation is not easy, but it is necessary, and I get to help companies think strategically about how they accomplish this every day.

What attracted you to Ideon’s mission?

Over the last decade, I’ve somehow become the person that my friends call to answer their insurance questions and help them with annual enrollment. Insurance is so complicated and I loved the idea of working for a company who wanted to simplify it.

What do you like about Ideon’s company culture?

Our employees are a mix of people with and without insurance backgrounds. The combination creates a perfect balance of understanding the industry challenges and pushing the boundaries on the status quo with modern technology.


Favorite activity when you’re not working?

I’m a sucker for a DIY project!

Favorite place you’ve traveled?

Istanbul, Turkey or Dubrovnik, Croatia. It’s a tie!

Interesting fact about yourself… Go!

I like to renovate houses! I’m on house number 4 and have 2 rental properties in downtown Knoxville.

Interested in joining our team? Check out Ideon’s careers page.

Employee Spotlight: Zach Wallens

At Ideon, we’re proud to have such a talented, diverse team leading the charge for a better and more connected health insurance and employee benefits industry. Our ongoing Employee Spotlight series showcases the people behind our product and unveils what life is like at Ideon. Next up… Zach Wallens, our Director of Content & Communications.

Name: Zach Wallens
Department: Marketing
Title: Director of Content & Communications
Location: New York


How long have you worked at Ideon?

Around 3.5 years — I started at Ideon in March, 2019.

Tell us about your day-to-day at Ideon.

Every day is different, as I’m involved in many different marketing functions. My responsibilities range from developing content—such as blog posts, webinars, customer interviews, and whitepapers—to drafting social media content and assisting with press strategy and customer-facing communications. Most of my projects require collaboration across several internal teams, and I also work closely with our external partners at a marketing agency.

How have you grown professionally while on our team?

Three things come to mind, and they’re connected: industry expertise, confidence, and opportunity. I joined Ideon having never worked in the health insurance and benefits industry. But over the past 3+ years, I’ve embraced the challenge of educating myself on the industry’s numerous stakeholders, their unique technical issues, and trends in this evolving, complex ecosystem.

Naturally, that acquired knowledge bred confidence. Having a deep understanding of our industry, from both a technical and business perspective, is empowering. It’s allowed me to confidently raise my hand and say, for example, “this message will resonate with our audience,” and “this customer has a powerful voice around industry trends… let’s feature them in upcoming content.” Gaining that underlying knowledge is really a building block—it’s a prerequisite for creativity and content ideation.

Lastly, as our marketing team has expanded from three people to around seven, I’ve had more resources, freedom, and support to experiment and develop outside-the-box ideas.

What attracted you to Ideon’s mission?

When I was seeking a new job, I had a few main requirements: I wanted to work at an early/mid-stage technology company that had massive growth potential and, if successful, would make a difference in people’s lives. Ideon checked those boxes. Health insurance and employee benefits impact almost every American’s physical, financial, and mental wellbeing—I was immediately drawn to solving challenges in this industry.

What excites you about the future of Ideon?

Our potential. If Ideon achieves its long-term goals, we will have fundamentally improved how millions of people buy, understand, and experience health insurance and other benefits.

What do you like about Ideon’s company culture?

Collaboration, knowledge sharing, and open-mindedness. I’m constantly working with various internal stakeholders across the organization to meet our collective goals. And as Ideon has grown—from 35 employees when I started in 2019 to now about 100—we’ve hired incredibly talented people with decades of benefits-industry experience. Those coworkers have been invaluable to me, transferring their wealth of knowledge and acting as sounding boards for my content ideas. We’re also a highly open-minded company, accepting and valuing new ideas and input from our entire team.

Interestingly, our internal culture matches what we ask of our industry: transparency, information sharing, openness, and collaboration.


Favorite activity when you’re not working?

I play in several hockey leagues—roller hockey and ice hockey—and we have some truly fantastic team names, the NYC Puck Pigeons being my favorite. Additionally, I enjoy hiking, biking, traveling, and walking around NYC with absolutely no destination in mind.

Favorite place you’ve traveled?

Greece—incredible food, beautiful Islands, and overall a great experience. Domestically, I’ve really enjoyed visiting Colorado, in both the summer and winter. And one bonus mention: Quebec City is awesome—feels like Europe, but only a short flight from New York.

Interesting fact about yourself… Go!

Due to the COVID-19 pandemic, my wife and I ended up having FOUR different wedding dates. In the end, we got married in Sept. 2021, about 16 months after our original date.

Interested in joining our team? Check out Ideon’s careers page.

Benelinx’s Story: Using Ideon to seamlessly provide brokers with data from multiple carriers

“Ideon cleans up the big mess the industry has built”

With the agency management software Benelinx, employee benefits brokers access health insurance quotes from multiple carriers in a flash. The company was started by Rachel Zeman, who formerly ran a brokerage and was frustrated with the redundancies and errors that were par for the course in the space.

In contrast to the traditional, broken model, brokers using Benelinx’s quoting engine have to enter a client’s parameters just once to quote and compare medical plans from numerous carriers.

Backstage, Ideon’s APIs quietly power Benelinx’s quoting tool through seamless data exchange. (We’re the strong, silent type.)


Helping agencies compete nationwide.

  • The Benelinx system, with data from Ideon, allows brokers to get accurate health insurance quotes from multiple carriers, saving hours on every proposal.
  • Ideon makes it easy for Benelinx to expand into new states and offer additional products without the need to negotiate with and connect to additional carriers.


Rachel Zeman built RiteHealth Solutions into a thriving benefits brokerage based in Boulder, Colorado In 2019, she sold that company and started Benelinx to offer other brokers access to the customized software platform she had built for her own firm. Benelinx relies on Ideon to make it easier for brokers to provide quotes that compare rates from multiple carriers.


Tell us more about why you started Benelinx
When I ran a brokerage we had become increasingly frustrated with the industry’s archaic systems, which are littered with redundancies and errors that don’t make sense in the modern world. We’d ask, “Why do we have to enter the same client information five times into five different systems?” And there was never a good answer. So we decided to streamline the process and built applications on the Salesforce platform. I knew this was something the market needed and it wasn’t available.

What problems do brokers face getting quotes for health insurance?
Most agencies are still running their entire business on Excel spreadsheets. If they want to make a proposal for clients, they have to go to the websites of four, five, six carriers, and upload the employee census to each, then download a quote. Then they have to compare them because every carrier’s rates and requirements are different. The only practical alternative they had was to work with a general agent that had relationships with multiple carriers, but as brokers get larger they often want to bring more in-house.

How does Benelinx make that easier?
The broker just enters the parameters for a particular client and uploads the census one time. Then all we have to do is ping Ideon, and we get back everything that is available to the client based on each carrier’s underwriting requirements. Every time we demo the quote function to a broker they are blown away.

Why did you decide to use Ideon to power your quoting engine?
The only other option would be to go to all of the carriers directly. It would have been very painful. When we started, we tried to get carriers to give us their rates electronically, and most wouldn’t give us the time of day. If they did agree, the data they sent would have to be cleaned, verified, and put into a standard format. Every carrier uses its own system and way of transferring data. Ideon cleans up the big mess the industry has built.

Can you describe the experience of integrating Ideon into your system?
My developers would say they have had nothing but amazing support, starting when we were integrating Ideon into our system. The customer service was great, and all their technology was up-to-date.

What’s the biggest advantage of working with Ideon?
Ideon has made it easy for us to grow. They are adding new products, like level funded plans. That’s something our clients have been asking for so now we can plug it into our system. It’s so simple. We’ve also been able to expand nationally. If we didn’t have Ideon we would have to go state by state and convince every carrier to give us rates. I can’t fathom what that would look like.

How does your story fit into the broader industry picture?
Our industry is in the middle of a huge consolidation, and that makes it difficult for many brokers. There is nothing more important than maintaining boutique brokers that can help smaller-size businesses make complicated and expensive decisions about healthcare. Ideon is helping us offer a very affordable solution that lets brokers of all sizes compete.


PerfectQuote’s Story: How Ideon’s data powers the company’s small-group quoting tool for brokers

“Ideon does all the heavy lifting—cleansing, filtering, refining all that data from carriers—and then they output a single, consistent data format that’s really easy for us to consume”

PerfectQuote is a SaaS solution for employee benefits brokers and agents, founded in 2017 on the hypothesis that there had to be an alternative to the manual spreadsheeting of benefits and rates. And indeed there was. With PerfectQuote’s software, benefits brokers in the large group space can now quote, analyze, compare, and present plans from carriers in all 50 states.

But what of the small-group space, you ask?

Powered by Ideon, PerfectQuote now offers one of the industry’s leading small group quoting experiences. Want an inside look at how PerfectQuote expanded its platform? See below.

Perfect Quote

Helping Employee Benefits brokers and their teams sell more, faster and better

  • Ideon’s data powers the small-group side of PerfectQuote’s Group Insurance CPQ software.
  • Ideon’s data helps PerfectQuote eliminate thousands of hours of labor that would otherwise be devoted to sourcing, normalizing and presenting plan and rate data.


Since 2017, PerfectQuote has provided quoting, analysis and presentation software to group brokers and general agents, with the goal of supporting plans for small (ACA) and large-group medical in all 50 states, alternative-funded and ancillary lines of coverage.

To understand how the company works with Ideon, we spoke with Aaron Snyder, president and co-founder, and Curtis Kadohama, head of product. Their answers have been consolidated and edited for clarity.


What’s the cocktail party version of PerfectQuote?
Aaron Snyder: PerfectQuote’s CEO and co-founder, Justin Sylvester, was an employee benefits consultant. Around 2013 he started thinking that there had to be a better way to support brokers and their teams in the manually intensive process of spreadsheeting benefits for clients. He developed the initial push of the idea and in 2017, we started to collaborate. The next year we came out with our first product, called PerfectQuote, with the proposition that we could eliminate the laborious data entry that had been required to sell and renew insurance for brokers in the large group space. While brokers had some options for small group, PerfectQuote was designed to allow brokers to upload any quote file, from any carrier, for any size group. From this point, they would have the ability to analyze and present employee benefits options quickly and easily and without error.

How does Ideon enter into this?
Aaron Snyder: As I mentioned, one of our main differentiators is that we support the large-group portion of a broker’s book of business, with plan and rate data that we get directly from carriers. But on the small-group side, which involves many more carriers, we didn’t have a solution that could support a broker’s entire book of business. So, like any nimble start-up, we developed our small group module and quickly figured out that Ideon could be a single source of truth for small group data,and eliminate some of the friction we experience within the other side of the platform. Ideon provides a very essential function for us.

Why is it such an essential function?
Curtis Kadohama: The easiest way to understand the value of Ideon is to compare our small group and large group data workflows. In the large group market, every carrier has its own format for quote files, each of which may also vary by state. So we’re constantly having to adapt to new file formats, new layouts, new ways of carriers interpreting and illustrating benefit values. It’s highly manual and time intensive. Compare that to our small-group workflow. Ideon does all the heavy lifting—cleansing, filtering, refining all that data from carriers—before they output a single, consistent data format that’s easy for us to consume.

Can you quantify the savings in time or effort from using Ideon as your small-group data source?
Curtis Kadohama: We’ve done some rough analysis. Let’s say there’s a new PDF quote file we receive from one carrier for one state covering one plan. We estimate it would take us 15 hours in terms of scraping, mapping, analyzing, developing, QAing, and refining before we can say, “Okay, it’s ready to use by our brokers.” Now compare that to what happens with Ideon. We’ve already done our integration with them, which took some development time—and each year we’ll spend a little dev time on updates—but for a given employer group, depending on the state, our application could give a broker 700 or 800 plans to present to his or her client, in a matter of seconds. In contrast, a broker’s offering to a client is typically limited to how many spreadsheets of plans can be manually created using carrier documents and PDFs. It’s a pretty drastic difference.

Are there benefits to partnering with Ideon beyond time savings?
Curtis Kadohama: Having a dependable source of data helps on the inbound side, in terms of knowing that we’re receiving reliable information. It allows us to consistently and confidently display information in our application and in our Excel exports to customers. Compare that, again, to our large-group side, where the data we receive is both inconsistent in terms of categorization of information and challenging in terms of quality, with missing decimal places, dollar signs, percentage signs. It’s a difficult experience for everyone, from the people on our team processing that data to the end brokers who have to interpret it. Ideon basically removes those challenges from the small-group side of our business—and to the extent that there are questions or complexity to clarify, which is inevitable, the Ideon team is highly responsive.

Employee Spotlight: Amy Ekart

At Ideon, we’re proud to have such a talented, diverse team leading the charge for a better and more connected health insurance and employee benefits industry. Our ongoing Employee Spotlight series showcases the people behind our product and unveils what life is like at Ideon. Next up… Amy Ekart, our Operations Support Representative.

Name: Amy Ekart
Department: Solutions Delivery
Title: Operations Support Representative
Location: Colorado


How long have you worked at Ideon?

A little over four months — I started in April 2022. 

What was your onboarding process like?

Quick and easy. The People team was great at communicating the onboarding process before my first day, and once I started, I met other new members of the team who joined around the same time. It was nice to experience onboarding with a group of peers. 

Tell us about your day-to-day work as an Operations Support Representative.

My typical day centers around facilitating correspondence with carriers on data acquisition, support questions, and testing. But every day is different, as I support two separate teams: Data Operations and Carrier Relations.

How was the transition from working at a large carrier to joining an InsurTech like Ideon?

I worked in Small Group underwriting at a large insurance carrier before transitioning over. One of the biggest changes has been moving from an established corporation to a growing company, where we have more opportunities to solve problems through innovative solutions and processes. It’s exciting to be part of a company transforming the customer experience. 

What attracted you to Ideon’s mission?

It’s hard to make decisions about your health insurance and benefits. Having worked at a large insurance carrier before, I was drawn to Ideon’s mission of making the world of health insurance more transparent and consumer-friendly to help individuals make informed decisions. 

What do you like about Ideon’s company culture?

I like the collaborative and fast-paced environment, filled with a bunch of health insurance geeks who have extensive knowledge and understanding of the healthcare industry. And I could tell instantly that my new teammates are genuinely good people.


Favorite activity when you’re not working? 

I live in Colorado, so it depends on the season! Skiing in the winter and hiking and camping in the summer. But I’m always trying out new craft breweries during all seasons. 

Favorite place you’ve traveled?

Iceland and Thailand. Iceland for the insane geography and Thailand for the culture (the food was tasty, too!). 

Interesting fact about yourself… Go!

I played softball in college and one year our NCAA Regional games in Arizona were broadcasted on ESPN.

Interested in joining our team? Check out Ideon’s careers page.

Reclaim’s Story: How Ideon’s APIs saved time and reduced risk

“I think of Ideon as infrastructure-as-a-service”

Reclaim helps individuals and families manage their healthcare bills by providing a bevy of insurance-related services. The company’s app allows users to access bills, learn how they might offset costs, discover how they might have received more cost-effective service elsewhere, and more.

 Reclaim is out to simplify the insurance experience for the consumer—but they were also eager to simplify their own internal operations.

Enter Ideon’s API, an accurate and comprehensive source for provider-network data—information on which doctors and facilities participate in each insurance network.

Before Ideon we were getting data from carriers, but each one’s schema is different. That makes the ETL [extract, transform, load] process difficult because we were doing several data manipulations per carrier. Now it’s just one schema that we have to worry about—Ideon’s. 

Using Ideon also means we don’t have to worry about delays. It’s derisking for us.

So says Reclaim’s co-founder and CEO, Nataly Youssef. Interested in hearing the whole story? Download our case study here.


Employee Spotlight: Nadine Bal

At Ideon, we’re proud to have such a talented, diverse team leading the charge for a better and more connected health insurance and employee benefits industry. Our ongoing Employee Spotlight series showcases the people behind our product and unveils what life is like at Ideon. Next up… Nadine Bal, our Data Operations Analyst.

Name: Nadine Bal
Department: Data Operations
Title: Data Operations Analyst
Location: New York. NY


How long have you worked at Ideon?

I was among the first few hires! It’ll be 7 years in January.

Tell us about your day-to-day at Ideon.

Like Ross and his couch I’m pivoting most of the time! (IYKYK.. If you don’t… Friends reference) My main responsibility is acquiring data from insurance carriers and public sources — it’s a collaborative role, working with various teams to get the job done. Additionally, I’m currently partnering with our product team on enhancing internal tooling for our data operations staff. It’s really interesting!

What attracted you to Ideon’s mission?

I liked the idea of transforming the confusing world of health insurance data into something consumers can actually understand. And the work is important, as it helps people make better decisions for themselves and their families.

What excites you about the future of Ideon?

The sky is the limit for Ideon. We have a great product and the right team to make the “what if we…?” and “could we…?” questions a reality.

How have you grown professionally while on our team?

When I first started at Ideon, we didn’t have the robust processes and structure that we have in place today. It’s been an incredible experience to develop those processes, and now, with a much larger team, seeing them really be utilized to create efficiencies and a better customer experience. I’ve learned that communication between colleagues and across departments is essential. And taking pride in what you do makes all the difference!


Favorite activity when you’re not working?

Reading (I know, boring but true)! Harry Potter is still my favorite series to date.

Favorite place you’ve traveled?

Costa Rica. Friendly people, amazing food, and gorgeous waterfalls.

Interesting fact about yourself… Go!

I love a good true crime documentary or podcast. Sword and Scale is one of my favorite podcasts and Dear Zachary: A Letter to a Son About His Father is an amazing documentary.


Interested in joining our team? Check out Ideon’s careers page.

Gravie’s Story: How Ideon eliminated heaps of manual work and allowed for market expansion

“Partnering with Ideon makes us a scalable solution”

For nearly a decade, Gravie has been disrupting the health insurance space through its innovative health benefits solutions, from pre-tax individual market options to its own flagship health plan, Comfort.

Since 2018, Ideon has played an important role in streamlining Gravie’s processes. Nicole Lovaas, a vice president at Gravie, shared how things looked before Ideon came on the scene:

We used data we found on healthcare.gov or from the Department of Commerce or other sources—for every state. It was very labor-intensive. We had to enter all the information we collected into Excel spreadsheets, which we then loaded into our system to display plan and rate data.

The folks at Gravie also knew that ICHRAs were going to be a big deal in 2020, and were eager to present themselves as a national solution. However, they were unenthusiastic about the multiplicity of sources that would need to be involved.

Want to learn how Gravie said sayonara to manual processes—and expanded their national reach? Get the case study here.


Insurance Nerd Day: What it means to be a benefits geek at Ideon

At Ideon, we take pride in our nerd status! In fact, it’s in our DNA—“Think big and geek out often” is one of our five operating principles.

In honor of Insurance Nerd Day, we asked a few Ideonauts to explain why they love data, insurance, and employee benefits so much.

What makes you an insurance nerd?

Matt Leonard, VP, Carrier Relations
I’m a 20+ year veteran of the insurance industry. I’ve helped launch Medicare Advantage and Part D in eight different states and the ACA plans. I’ve read the entire Affordable Care Act, which was nearly 20,000 pages! I’ve sat on the state exchange commission in Nebraska, helped draft legislation, and participated in countless workgroups with CMS, HHS, and the BCBS Association.

Robin Rogers, Senior Sales Director, InsurTech
A few things make me an insurance nerd.  I love the technical and strategic side of the benefits industry. From data transfer to electronic medical records, I find the evolving technology in our industry truly fascinating.

Iris Rosado, Data Operations Manager – Processing
I did not start out as an insurance nerd, but I’ve been trending in that direction ever since I joined Ideon (then Vericred) nearly seven years ago. Now I’m even signed up to receive state-exchange alerts for anything pertaining to ACA rules and regulations. I also talk to my own children about the importance of obtaining and understanding their own health insurance.

Val Leonard, VP of Enrollment Operations
I wear my title of insurance nerd with extreme pride. I’m obsessed with the concept of the fortunate-many helping the unfortunate-few. I love the complexity and constant change so much that I have dedicated my entire 20+ career to the industry. My friends and family know that when they ask me anything about insurance, they better grab some popcorn, as it’ll be a few hours later that I wrap up the conversation.

How did you get started in this industry?

Courtney Williams, Director, Carrier Relations
I started my career in technology, fell into insurance accidentally, and eventually became a producer in the employer group market. The constantly changing landscape makes insurance interesting and I was particularly drawn to the strategic side of building an employee benefits package.

Matt Leonard, VP, Carrier Relations
I started in the insurance industry working for Wellmark BCBS of Iowa and South Dakota as a Consumer Sales Representative marketing individual plans and Medicare Supplement plans. Insurance is the most prevalent industry in Des Moines, Iowa, where I grew up, so this was always my destiny!

Robin Rogers, Senior Sales Director, InsurTech
I started in the industry in 1990 as a Provider Relations Representative for a Houston PPO. My boss at the time gave me huge opportunities and hired me several years later to start Wellpoint in Houston.

Val Leonard, VP of Enrollment Operations
Believe it or not, I chose this crazy industry. I have a Bachelor of Science degree in Actuarial Science. If I hadn’t already convinced everyone that I’m an insurance nerd, that likely solidified it.

What do you love most about being a benefits geek at Ideon?

Robin Rogers, Senior Sales Director, InsurTech
I love building relationships and finding ways to help InsurTechs work smarter, not harder. Building relationships in this industry can be lifelong—I keep in touch with colleagues personally and professionally.

Val Leonard, VP of Enrollment Operations
Helping others is always rewarding. If done well, insurance can truly help people, both financially and emotionally, during times when they need it the most. Working at Ideon, I’m ensuring people receive the coverage they expect, when they expect it, so they don’t have to worry when they need it.

Courtney Williams, Director, Carrier Relations
Solving problems, building relationships, and collaborating with health insurance and ancillary carriers. Working alongside carriers, we enhance broker, employer and member experiences through the journey of purchasing and administering health insurance and employee benefits products. It’s very rewarding being part of a company that is enabling better digital experiences for brokers, employers, and members.

What excites you about the future of employee benefits?

Iris Rosado, Data Operations Manager – Processing
Everyone has a role to play in keeping employees and their families healthy. What excites me is seeing employers, benefits providers, and brokers focused on using new technologies to meet that goal and the changing needs of today’s workforce.

Matt Leonard, VP, Carrier Relations
I find the evolution of employee benefits to be quite interesting. Transparency excites me and I like to see that the customer journey is now being considered in nearly all aspects of how benefits are distributed. Transparency and data democratization will move the industry forward in astounding ways.

Robin Rogers, Senior Sales Director, InsurTech
I am excited about the new decision support tools that are hitting the market. Using these tools at the time of enrollment allows employees to use their individual health status, and in some cases their financial situation, to select the right coverage for their needs, be it health or financial well-being.

Val Leonard, VP of Enrollment Operations
Employee benefits are complicated. Not everyone should have to be a 20+ year veteran of the industry to understand how it works and what to expect when electing and paying for coverages. I’m excited for new tools, products, and processes that make things simpler, provide more transparency, and become more efficient for employers and employees, which I hope ultimately leads to affordability.

Courtney Williams, Director, Carrier Relations
Wow … the future is looking bright! It’s exciting to see carriers offer new products—employer-sponsored and voluntary—to help employers engage and retain top talent. And new plan design strategies such as ICHRA are opening up fresh market opportunities. The best part is all of these modern solutions are delivered via modern, intuitive digital experiences!

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.