TWO EASY WAYS TO GET IT DONE.
The Challenge
Diagnosing the Problem
A software firm supporting self-funded health plans needed to modernize operations for one of the nation’s top stop-loss providers.
The process relied heavily on spreadsheets and scattered tools, making it difficult to:
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Quote policies quickly across complex plan structures
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Track high-dollar claims and reimbursements
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Coordinate across underwriting, actuarial, finance, and broker teams
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Manage renewals, lasers, rate caps, and provisions in one place
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Maintain audit trails and visibility at scale
Turnaround times were growing — along with risk.
The Solution
How Tadabase solved it
Using Tadabase, they launched a tailored stop-loss operating system — HIPAA-ready, secure, and live in just weeks.
The platform included:
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Automated quote intake with real-time status
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Built-in risk rating tools
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Claims dashboards and renewal tracking
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Role-based workflows for streamlined coordination
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Centralized logs, audit tools, and permission settingsy
No off-the-shelf software could match the fit. A custom, no-code app did.
The Impact
“It started as a quoting tool. Now it runs our entire stop-loss operation.”
The platform is now the operational core — scalable, auditable, and ready for growth.
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Quote-to-bind time cut by 50%
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90% reduction in internal email threads
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Renewals now managed in one unified system
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Full visibility into pipeline, exposure, and team performance