Allegiance Benefit Plan Management Strengthens Coaching, Quality, and Performance

As a third-party administrator for self-funded health plans, Allegiance Benefit Plan Management manages employer-sponsored health plans, including member and provider calls, claims processing, and COBRA services. With a busy service center supporting both members and providers, operational visibility is critical. 

Before implementing Calabrio’s unified platform, Allegiance faced several challenges: 

Disconnected Data Systems 

Performance metrics, quality assurance insights, workforce management data, and customer feedback were spread across multiple systems. None of the tools interacted with one another, making it difficult to gain a complete and accurate picture of performance. 

Manual, Time-Intensive Processes 

Coaching and quality data lived in spreadsheets, emails, OneNote, and other Microsoft tools. Coaches spent one to two hours per agent each month compiling performance data into reports for supervisors. Supervisors then had to spend additional time reviewing and interpreting that information. 

Limited Agent Visibility 

Agents lacked real-time access to their performance metrics. They had to wait for monthly compilations to understand how they were performing, which limited engagement, ownership, and daily improvement. 

Lack of Transparency and Real-Time Insight 

Without a centralized system, it was difficult to provide immediate feedback, identify trends, or align coaching plans with workforce and quality metrics. The organization needed a way to bring transparency and shared visibility across agents, coaches, and supervisors. 

Significant Time Savings 

Manual data compilation was eliminated. What once took coaches hours per agent now takes minutes using shared dashboards. Supervisors can quickly access the insights they need without additional processing. 

Increased Agent Engagement 

With direct access to their data, agents can now see how daily habits impact overall performance and track improvement in real time. This visibility has strengthened accountability and ownership. 

A Culture of Transparency and Collaboration 

Centralized data has fostered stronger alignment between agents, coaches, and supervisors. Performance conversations are now rooted in shared, real-time insights rather than static monthly reports. 

Smarter, Faster Decisions 

Leaders can identify trends at both the individual and team level, enabling proactive coaching and targeted training interventions. 

Stronger Coaching Program 

Calabrio became the final piece in an already established coaching and development program, helping Allegiance elevate it to a more strategic, data-driven level.