TechnologyAlly

BACKGROUND

Please describe your company and position.

I am the Senior Executive of an insurance company 

Describe what your company does in a single sentence.

We are one of Kansas City’s top-ranked employee benefits and insurance brokerage firms

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire TechnologyAlly to accomplish?

• Insurance Agent CRM

SOLUTION

How did you find TechnologyAlly?

Online Search

Why did you select TechnologyAlly over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget

How many teammates from TechnologyAlly were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

CRM platform designed to compare medical quotes, senior products and non-medical benefits. The tool provides comprehensive insurance solutions based on the carrier and plan information. Tool was built with the broker in mind by industry professionals who have accumulated more than 50 years of direct carrier experience.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

CMS, DE, EDE health insurance quote supports end-to-end integrations on various Direct Enrollment, Enhanced Direct Enrollment , Centers for Medicare & Medicaid Services platforms in USA and Europe. Browse and compare all on-exchange plans available through the federal marketplace in participating states. Establishing benefit funds accounts and deposit both one-time employee and employer contributions automatically. This process is based on enrollment elections within benefits administration system, covering accounts such as CA, HSA, HRA, FSA, SF, LF, Short Term Medicare (STM), On Exchange, Off-Exchange, Medicare Advantage Prescription Drug ( MAPD ), Supplement.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Technologyally's project management is exemplary. They meticulously plan each phase of development, setting clear milestones and deadlines. Throughout the project, they maintain open lines of communication, keeping stakeholders informed of progress and any potential hurdles. In my experience, they consistently delivered items on time, if not ahead of schedule, demonstrating their commitment to timeliness and professionalism. Moreover, their responsiveness to our needs was outstanding. Whenever we encountered challenges or requested changes, they were quick to address them, offering creative solutions and ensuring that our requirements were met satisfactorily. Overall, their project management approach is highly effective and client-focused.

What was your primary form of communication with TechnologyAlly?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What I found most impressive about Technologyally is their unwavering dedication to understanding not just the technical aspects of software development, but also the human elements. They go beyond writing code to create experiences that truly resonate with users.

Are there any areas for improvement or something TechnologyAlly could have done differently?

Not any.