Accelerate Health & Life Plan Carrier Switchover with Intelligent Data Automation™
Bring on new customers from competitors seamlessly by transforming messy migration data into clean, validated records faster, easier, and at scale with Adeptia Automate™
Health Plan Carrier Switchover Is Slowed by Disconnected, Messy First-Mile Data™
Winning a new group health or life customer is just the start. When an employer leaves a competitor, their data comes to you from someone else's system, and it's rarely ready to use.
Census files arrive with unfamiliar field structures. Plan elections don't map cleanly to your benefit tiers. Deductible and out-of-pocket accumulators come in inconsistent formats with tight 30-day windows for processing credits. Dependent eligibility rules don't align. And if members are mid-treatment, continuity of care depends on data accuracy you can't always verify.
The result? Weeks of manual cleanup, plan matching guesswork, frustrated members, and delayed revenue, all while your team scrambles to onboard before the next renewal cycle.
Adeptia Automate eliminates these bottlenecks by normalizing census and plan records to your data model, applying plan matching rules, and validating accumulator credits. Deliver clean data to your benefits administration system and start servicing new customers faster.
Ingest. Normalize. Deliver. All in One Platform.
Adeptia Automate intelligently handles your most complex carrier migration data across every source, system, and format without brittle integrations or custom code.
Typical Sources
- Prior Carrier Benefits Administration Systems
- Benefit Technology Platforms
- Brokers & TPAs
- Legacy Systems
Formats & Protocols
- Excel
- CSV
- Text
- API
- SFTP
Destinations
Benefits Administration Systems (via API or SFTP)
Typical Sources
- Prior Carrier Benefits Administration Systems
- Benefit Technology Platforms
- Brokers & TPAs
- Legacy Systems
Formats & Protocols
- Excel
- CSV
- Text
- API
- SFTP
Destinations
Benefits Administration Systems (via API or SFTP)
Speed, Accuracy, and Scale for Every Carrier Switchover
Adeptia's Carrier Switchover Accelerator empowers health and life insurance carriers and benefits administrators to onboard new customers faster, with built-in intelligence, plan matching, and reusable templates.
Key Outcomes:
- Speed: Ingest and validate data from prior carriers and deliver it to your system of record, ready to go from the start.
- Cost Savings: Gain team time back for higher-value tasks instead of manual data cleanup.
- Time to Value: Don't lose revenue due to slow, manual migration processes.
- Customer Experience: Improve brand perception and loyalty with seamless switchover that builds trust from day one.
An End-to-End Data Intelligence Platform for Health Plan Carrier Switchover
- Connect & Ingest
Instantly connect to benefit technology platforms, broker feeds, and legacy platforms through pre-built connectors or handle unstructured data in any file format — Excel, CSV, text, PDF — via API, SFTP, or email.
- Normalize & Validate
Convert variable enrollment and plan data to your organization's data model. Apply configurable AI-powered validation rules and plan matching logic to ensure accuracy and completeness.
- Deliver & Monitor
Deliver clean, validated data directly to your Benefits Administration System. Track every step of the migration using the Data Flow Dashboard, ensuring complete transparency from intake to delivery.
Purpose-Built for Health Plan Carrier Switchover Automation
- Base Connections & Automations
to easily ingest files wherever they're delivered
- Reusable Templates
that enable operations teams to set up migrations from other insurance providers with no IT required
- Switchover Workflow Template
that defines sources, validates records, matches plans, routes errors, and delivers data to BAS
- AI Mapping Knowledge Base
to automatically map prior carrier record structures based on your rules
- Data Flow Dashboard
to monitor each step of the migration, from input to BAS
- Flexible Deployment
including on-prem or self-hosted options to meet compliance requirements
Transform Carrier Switchover with Adeptia Automate
Your ability to win and retain new group health and life customers shouldn't depend on manual data migration or legacy integration headaches. With Adeptia Automate, you can eliminate switchover friction, deliver accurate data at scale, and accelerate time to revenue for every new customer — a recent Adeptia customer cut their client onboarding time by ~90%!