Redesigning the Membership Experience at PLUS
As part of the CV Connect integration, PLUS also improved the way its entire membership
process is managed. It’s a complex membership structure which included multiple
membership categories, with members routinely moving from one category to another – all of
which created a convoluted process that was difficult to manage. By designing an online
membership application that used data fields directly from ClearVantage, PLUS was able to
automate the entire application process. saving a considerable amount of work that had been
handled manually in the past.
A good example of a process change is the Future PLUS membership which is available to
members up through the age of 35. In the past, PLUS staff would monitor members ages and
transfer members to a full membership once they turned 36 years old, a process that was
time consuming and inefficient. The new online membership application allows PLUS to
capture birthdates of all applicants in ClearVantage. By capturing the member’s birthdates,
ClearVantage was able to be configured so that Membership categories were automatically
updated (from Future PLUS to Full Member) once the member turns 36.
“Automating our membership processes with ClearVantage has made a major impact on our
organizational efficiency,” Scott Billey concludes. “We worked closely with the Euclid team to
examine our business processes and ultimately implemented solutions that are truly
incredible.”
Automated Certification and Continuing Education
PLUS’s certifications are broadly recognized as the gold standard within the liability
underwriting industry. PLUS also offers Continuing Education Units (CEU’s) which are
accepted in all 50 states. Members purchase educational “modules” and corresponding
electronic exams from the PLUS website. In the past, PLUS would update all test grades and
certification statuses manually in ClearVantage. This process could be slow and time
consuming.
By further integrating with ClearVantage, PLUS was able to have all test scores and
certifications update automatically in the ClearVantage AMS. Additionally, members could
track their own test scores and certifications from the PLUS website. “Certifications and
education are a key part of our organization,” says Scott Billey. “ClearVantage made it easy to
automate a previously time consuming task and freed up our staff to focus on more important
activities.”
Moving Forward with PLUS
“I’m so impressed by what PLUS and Euclid were able to achieve together. PLUS offered an
exciting challenge, and we were able to deliver for them using ClearVantage and CV Connect
in an innovative way,” says Charlie Vinal, Founder and President of Euclid Technology. “The best
ideas always start with our clients. We listen to their needs and desired outcomes and then
deliver the best products on the market. It is especially gratifying to work with a longtime
client like PLUS who has been with us for over ten years now. It speaks to the longstanding
partnerships that we have with all of our clients. We recognize that our clients’ objectives
change over time, and we are not only ready but eager to rise to any challenge to ensure that
our software can help them get to that next level, whatever it may be.”