Data Automation Software for a Top Dental Insurance Consultant

Velvetech helps an insurance consulting company stand out from competitors by automating document processing and report generation, implementing a CRM and a Client Center for a better customer experience.
PPO Advisors logo

PPO Advisors provides dentists with a risk-free analysis of their Preferred Provider Organization (PPO) participation. Through custom PPO negotiations, they help clients get higher fee schedules with each insurance company. That leads to revenue growth and write-off decrease for dental offices.


The Company’s mission of helping clients is based on conducting comparative analysis and generating reports. At the time when PPO Advisors turned to Velvetech, their service relied entirely on a manual approach. Apparently, they were looking for more efficient ways to manage customer service and automate processes.


In the world of dental insurance, many things are not as clear as day, even for dental providers. To attract more patients, dental offices expand their insurance network and participate with multiple organizations either through direct contracts or through umbrella companies. In every particular case, chances are one form of contract is more profitable than the other.

Our Client works with many top-rated insurance companies, like Aetna, Guardian, Cigna, Metlife, or Ameritas, and umbrella companies, like Zelis or Careington.

Fee Schedules Analysis: Top-Rated Insurance Companies

Helping clients make the most of each contract, PPO Advisors analyzes and compares numerous current fee schedules with possible alternatives.

The data obtained from dental providers and insurance companies comes in the form of cumbersome Excel and PDF docs. Processing these files manually — a large number of sheet tabs — caused a lot of inconveniences. Obviously, under these circumstances, it took a great deal of time and effort to provide dentists with neat solutions.

Moreover, there was no dedicated software to track and manage all customer relationships. As a result, a variety of records in different formats required manual data entry — the work the Client wanted to eliminate.


Our team has precisely comprehended the Client’s pain points and prepared a step-by-step project plan that everyone agreed to follow iteratively.

The major goals were to automate document workflows, facilitate data processing, and empower the management of customer relationships. That’s where Velvetech’s expertise came into play.

Addressing the mentioned above objectives, the scope of work included:

  • Implementation of CRM and Client Center for customer service
  • Delivery of custom middleware solution to process data
  • Development of custom UI to generate reports

CRM Implementation

Having profound competence in CRM implementation and its integration with various enterprise software, Velvetech provided PPO Advisors with an effective solution for full-cycle service management based on a low-code automation platform.

Learn how Low-Code Helps Companies Leverage Business

Together with the Client, we chose Creatio as a CRM software where the company can keep all customer data in one place, manage their requests, and track the document flows. Without a hitch, our team equipped PPO Advisors with Creatio Service Addition.

To achieve maximum value, the platform was integrated with the Client’s telephony to make and receive calls directly from the Creatio system.

Ultimately, the implementation of Creatio CRM solution allowed PPO Advisors to:

  • Have 360-degree customer view
  • Manage omnichannel communications
  • Automate internal processes

Document Management Automation

Custom Middleware Software

Custom Middleware for Dental Insurance Software

As we’ve noted in the challenges above, the work with spreadsheets is the core instrument for the Client. Thus, it was vital to automate the analysis of practice and insurance documents and streamline further report creation.

To achieve this, Velvetech first built custom middleware. This powerful solution processes, parses, and maps the required data. Following that, it compares fee schedules, allowing the company’s staff to easily choose the most profitable form of contract.

Sometimes, dental providers upload files as images instead of PDF or Excel formats, which leads to difficulties with data parsing. For that purpose, we developed a UI that PPO Advisors Data Analysts can use to insert data manually or select a template to fill out. As a result, it makes the parsing process seamless and efficient.

Custom-Built UI for Report Generation

Custom-Built UI for Report Generation

Since it was essential to facilitate the report delivery, our team provided PPO Advisors with another functionality — custom-built UI for report generation. With just a click of a button, it creates a report that contains tabs with summary data, comparisons, and multiple transition options. Besides, it shows the annual revenue growth that dental providers could achieve.

Book Generation Tool

When dental offices receive a report, they consider the benefits of partnering with insurance companies through suggested forms of contract. After they choose an alternative option, it is time to carry out a transition.

In order to make sure the transition goes smoothly, PPO Advisors generates necessary documents and instructions. Velvetech helped the Client automate this process. Now, PPO Advisors are empowered with a tool that allows them to create comprehensive files and recommendations with just one single move.

Client Center Development

Lastly, we’ve helped the Client facilitate collaboration with their customers by developing a brand new Client Center. It is a unified point of entry for PPO Advisor’s clients to initiate the analysis of practice and insurance docs.

From now on, dental providers will be able to insert necessary data, upload the files, electronically sign the docs, and follow the progress status. A tailored Client Center brings great potential for the company to win more customers and significantly enhance their experience.


The implementation of CRM allowed the Client to store all the important data about their customers in one place, keep track of interactions with them, manage multichannel communications, and have a better view of the document flow.

The automation of practice and insurance document processing gave PPO Advisors ground to eliminate manual work and error possibilities, save time, and speed up report generation. Moreover, the software we developed enabled the top dental insurance consultant to enhance overall efficiency and improve customer experience.

The solution implemented by Velvetech uniquely positioned PPO Advisors to stand above the competition in the Dental Provider Credentialing and Insurance Contracts negotiation industry in the US. It ensured the Company to be the only one who is process-driven from start to end.

Ultimately, the Client Center solution we provided the company with has served as a springboard or trampoline to accelerate their business and boost their advantage. It was this advantage that resulted in a six-figure contract PPO Advisors won to work with a large Dental Service Organization for the next few years.

What’s Next

Every stage of our collaboration with PPO Advisors spilled over into new opportunities for its business. Our partnership will continue further and provide the Client with new functionality for Provider Credentialing and Recredentialing Processes. This will become a starting point for a new line of PPO Advisors’ business development.

How to Get Started

Our specialist will contact you to schedule a personalized consultation within one business day.

Velvetech offers complimentary consultations; after which, we will provide you with a proof of concept in just 3 days, an accurate outlook of the cost and timeline of your project and a competitive estimation, and an assembled team – ready to start your project within 7 days.

Proof of Concept in 3 Days

Proof of Concept in

Start Project within 7 Days

Start Project within

Apply For A Consultation Today!