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Case Study: Streamlining Member Experience & Reducing Support Costs through a Custom Member Portal

How a Custom Portal Helped a Regional Health Plan Cut Support Volume by 70% and Boost Member Satisfaction

This case study shows how one regional Medicare Advantage plan serving 20,000–50,000 members transformed its member experience with a custom-built portal. The result? A 70% drop in support volume, faster service, and happier members.
Member Portal
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PROJECT OVERVIEW
PROJECT DETAILS
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Project Type Custom Software Development
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Technologies CentralReach Integration
PROJECT SUMMARY Over a 4-month development cycle, Serious Development delivered a custom, HIPAA-compliant Member Portal for a multi-state health plan. Built on AWS and fully integrated with EZ-CAP, the portal gave members secure access to claims, benefits, ID cards, provider directories, and personalized plan messages. The goal was to reduce inbound support volume and improve member satisfaction through self-service. Post-launch results included a 70% drop in calls and emails and a 20-point increase in NPS—exceeding both operational and engagement targets.
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THE CLIENT
Industry Healthcare/Health Plan
Situational Overview The health plan faced a growing volume of member support requests due to limited digital access to key information like benefits, claims, and provider networks. Members had to rely on live agents and email—often waiting days for responses—while staff spent hours re-entering contact updates and fielding repetitive inquiries. This not only strained internal resources but also negatively impacted member satisfaction and CMS Star Rating performance. The plan needed a scalable, self-service solution to modernize engagement and reduce operational burden.
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CHALLENGES
Overview
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High Support Volume & Operational Strain: Members relied on phone calls and emails to access basic plan information—leading to long response times, staff overload, and manual errors in data entry.
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Low Member Satisfaction & Engagement: Without an intuitive digital experience, members were frustrated by delays, lack of transparency, and limited control over their health plan interactions.
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Fragmented Systems & Manual Processes: Critical member functions—like updating contact details, accessing ID cards, or checking claims—required multiple disconnected systems and manual staff involvement, reducing efficiency and accuracy.
THE SOLUTION
Member Portal Devices To address the fragmentation, support burden, and poor member experience, Serious Development designed and implemented a custom, HIPAA-compliant Member Portal. Built on AWS and fully integrated with EZ-CAP, the portal consolidated all core member services into a secure, user-friendly web interface. It enabled real-time access to claims, benefits, ID cards, provider directories, and messaging—while dramatically reducing the need for manual staff intervention. Main Components Developed:
  • Custom Web Portal (HIPAA-compliant) with secure login and role-based access
  • Full EZ-CAP integration for real-time data on claims, authorizations, and eligibility
  • Personalized member dashboards with health goals, plan documents, and messages
  • Secure messaging system for plan announcements, renewals, and alerts
  • Self-service tools to update address, phone, and email—no staff re-entry required
  • Printable member ID cards and provider search with map/directions
  • Back-office tools for Member Services to send targeted alerts and upload documents
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Results By replacing fragmented communication channels with a secure, fully integrated Member Portal, the health plan achieved measurable improvements in both operational efficiency and member satisfaction. The custom solution not only reduced inbound support volume by 70% but also empowered members with real-time access to their health data, benefits, and provider resources. With a scalable architecture and future-ready integrations, the portal now serves as a foundation for continued digital innovation across the organization.
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“We needed a digital experience that made things easier for both our members and our team. This portal not only reduced our support volume—it completely changed the way we engage with members.” - Executive Sponsor, Medicare Advantage Plan
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“They are not just a vendor, they are a strategic resource that has helped us turn business objectives into actionable programs that have saved us money, created new capabilities, and increased both provider and employee satisfaction. They excel in taking a problem, and with just a few inputs, turning it into a custom software solution.”

Mike C.

CEO - Third Party Administrator Healthcare Client

“Couldn’t be happier with the results we have gained by working with Serious Development. The agent portal resulted in 15% increase in total agent base in year 1 along with 100-fold increase in agent satisfaction with the new Commissions module. On the member portal side, we saw a 50% increase in on-line applications in just the first few months.”

Steve K.

Director of Operations - Health Plan Client

“Omie and the team at Serious Development have been a great partner of ours over the years. In addition to helping us add functionality to our core software, they developed a member app that has been an absolute game changer for our gym owner-clients and their members. We have more improvements coming soon. A big thanks to SD for helping us to innovate and delight our customers!”

Jon H.

CEO - B2C Software Client

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Serious Development
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