The Solution
To build a CX model that could scale with demand and reduce operational strain, Five Star Solutions partnered with the health benefits provider to modernize every layer of the member support experience. The approach combined automation, AI-driven tools, smarter routing, and workforce optimization into a cohesive transformation roadmap.
1. Automating High-Volume Member Inquiries
Five Star began with a detailed automation and operations intent study to identify routine calls that were ideal for self-service. High-frequency interactions—such as benefit balance inquiries, password resets, and card activation or replacement—were automated to free agents for more complex conversations and reduce overall manual effort.
2. Smarter Routing for Faster, More Accurate Resolutions
Outdated IVR paths were replaced with skill-based and predictive routing. Members were matched with the agents best equipped to resolve their needs, improving accuracy, reducing escalations, and shortening handle time. These routing enhancements created a more consistent, predictable experience for both members and agents.
3. Enhancing Agent Performance and Reducing Escalations
Improved CRM access and structured Tier 2 training equipped agents to resolve issues faster without passing calls to specialized teams. Real-time agent assist tools provided instant access to knowledge articles, FAQs, and automated call summaries—keeping agents focused on the member and accelerating issue resolution.
4. Accelerating Training With AI-Simulated Learning
To address long onboarding cycles, Five Star introduced AI-driven, simulation-based training modules that condensed five days of instruction into just three. Real-time coaching and standardized quality frameworks reinforced faster learning without sacrificing service consistency.
5. Workforce Management Optimization for Peak Scalability
Finally, automated workforce management tools enabled the program to better align staffing with historical volume patterns. This ensured the right coverage during high-demand periods while reducing excess staffing during slower times—creating a more scalable and cost-efficient operational model.
Together, these improvements formed a modern CX foundation that delivered faster service, greater accuracy, and lower operating costs—all while creating a better experience for members and agents.