User-Friendly Portal Streamlines Automation

TSG creates a self-service portal, boosting efficiency

The Challenge

Our client was challenged with automating their manual process for tracking uncashed checks and undelivered mail for over 1,100 clients.

TSG’s Impact

User-Friendly Self-Service Portal, Automated Reporting for 1,100 Clients, Thousands of Labor Hours Saved

Objectives

Our client, a major financial services provider, manages 401k plans for thousands of businesses. Many customers lose track of their retirement benefits when changing jobs or moving, resulting in uncashed checks and undelivered mail. The client’s manual reporting system required employees to generate and send reports manually, costing the company significant time and resources.

Solution

The Select Group (TSG) partnered with the client’s internal Digital Solutions team to develop the “Enhanced Lost Participant Search” (ELPS) self-service portal. The portal automated the process of tracking and retrieving lost participant information, allowing customers to find their documents without employee intervention. TSG created a user-friendly front-end interface and integrated it with a back-end database to automatically pull client information, resulting in an efficient, scalable solution that saved both time and labor costs.

Benefits

Improved Efficiency

TSG’s self-service portal automated manual tasks, saving the client thousands of hours and significantly reducing labor costs.

Improved User Experience

TSG designed an intuitive, user-friendly interface that made it easy for customers to access and manage their information.

Cost Savings

By streamlining the reporting process, TSG helped the client reduce operational costs and increase employee productivity.