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THE
STRATEGIC ADVANTAGE
(click
here to return to the Client
Overview)
Puhl
Employee Benefits originally contacted TKCS to design a contact
management system that would enable him to manage his broad
client base. After discussing the potential role of technology
in administering investment products, David Puhl launched
the Private Health Services Plan. This proprietary investment
product allowed David to capitalize on a market opportunity,
entering the market ahead of the competition. The PHSP product
opened up a whole new business area for the company. More
specifically, the TKCS system:
Increased
Sales & Customer Service:
- Creates
comprehensive client profiles and relationships
- Filters
clients based on eligibility for new products or services
- Flags
policies due to expire
- Personalizes
correspondence
- Decreases
reliance on trained staff as the program manages many aspect
of plan administration
Created
Workplace Efficiencies:
- Decreases
labour costs by automating many manual processes and administrative
procedures
- Decreases
communication costs
- Generates
reports to meet federal legislation requirements
- Possesses
data checking queries which flag atypical transactions,
blank fields, and accounts reaching or exceeding allowable
limits
- Automates
and personalizes client communications
- Sends
confirmations and reminders electronically
- Records
financial transactions, fee payments and reimbursements
- Interfaces
with an Electronic Funds Transfer (EFT) program
- Provides
cheque writing capabilities
System Overview
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