SBC Process Design and Implementation

Business Issue:

This Large, East Coast Healthcare Payer needed to meet the requirements of the Affordable Care Act (ACA) regulatory requirements, for the timely and accurate production and delivery of Summary of Benefits & Coverage (SBC) documents. This organization wanted to avoid being subject to penalties, while maintaining compliance when preparing, delivering, and storing SBCs.


  • Prepared regulatory overview of the SBC delivery requirements applicable to the Payer’s lines of business
  • Analyzed and recommended the technology platform to be used to generate SBCs
  • Developed and implemented new processes to support the generation of SBCs using the technology tools
  • Facilitated decisions on how to display standard and non-standard plan information in the SBC
  • Created SBC quality assurance documents for training and roll-out of the new process and technology
  • Conducted training across all departments on how to complete and then store an SBC
  • Managed SWAT SBC Production teams to generate and store SBCs
  • Performed overall program Management to ensure successful initiatives


  • Completed all required SBCs prior to year end 2012 for 1/1 renewals and new business
  • Implemented an automated solution for generating SBCs to increase throughput and improve quality
  • Documented the completion of each SBC, allowing the Payer to validate and communicate compliance to regulatory agencies
  • Enhanced the Payer’s SBC standard process through the development of two additional support efforts:
    • Ability to convert and translate the SBC into select foreign languages
    • Ability to manage inquiries and feedback from the Payer groups, consultants and other customers
  • Improved the speed to generate SBCs over a 3-month period by 50%
  • Improved the accuracy and completeness of generating SBCs by 66%

Process Redesign and Technology Enablement for SBC compliance in a Large, East Coast Healthcare Payer

Let's Work Together

At Himes Consulting Group, we don’t believe we have all the answers. We know that the right solutions to improve your business come from conversation and collaboration. We have the experience to learn your business and partner with you to create process redesign programs that fit your team.