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SERVICES

RubinBrown specializes in providing a comprehensive range of services to meet
business and personal needs. Whether you require expert tax, strategic business
consulting, audit services or more, RubinBrown's team of experienced
professionals are here to support you.

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INDUSTRIES

At RubinBrown, we bring experience across a range of industries. Our experience
enables our professionals to offer tailored solutions catering to the
intricacies of each sector. Our professionals have years of focused engagement
and skills, allowing them to navigate industry-specific challenges to benefit
our clients.

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Colleges & Universities Construction Gaming Healthcare Law Firms Life Sciences &
Technology Manufacturing & Distribution Not-For-Profit Private Equity Public
Sector Real Estate Transportation & Dealerships


INSIGHTS & EVENTS

At RubinBrown, we provide valuable insights detailing emerging trends and
industry-specific information. Our events, hosted virtually and in-person, keep
you informed and connected to the topics and industries that matter most to you
and your organization.

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RUBINBROWN COMBINES WITH THE RYBAR GROUP TO EXPAND HEALTHCARE CONSULTING

RubinBrown LLP, is joining forces with The Rybar Group. John F. Herber, Jr.,
CPA, CGMA, Chairman - RubinBrown, Steven Harris, CPA, CGMA, Managing Partner -
RubinBrown, and Richard Reid - President and CEO, The Rybar Group jointly made
the announcement.

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UNDERSTANDING THE CHANGES IN PCI DSS V4.0.1: KEY UPDATES YOU NEED TO KNOW

Are you impacted by the PCI DSS v4.0.1 updates? The changes are minor, but need
to be reviewed regardless of merchant or service provider level.

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IRS PROVIDES FINAL RULES ON INHERITED RETIREMENT ACCOUNT RMDS

The SECURE Act of 2019 brought big changes to the retirement world, including
the taxation of inherited retirement accounts.

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RUBINBROWN SPORTS BETTING INDEX: JULY 2024 ANALYSIS

For July, increases in handle continued as 30 of 32 eligible states saw
increases in July ’24 handle versus July ’23.

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CAREERS & CULTURE

At RubinBrown, we are inspired team members, working as one firm, living our
core values, and Being Our Best for Others while delivering totally satisfied
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Back to Business Process Improvement Services


CASE STUDIES






CASE STUDIES



Read our case studies below to learn more about how RubinBrown has helped
organizations through collaboration creating new operating models that enable
organizations to succeed.
Healthcare

Improved Approval Processing Time by 50%, Workflow Implementation:
Implemented a New Technology Platform in Support of the Request for Capital
Expenditure Process for a Large Research-based Biopharmaceutical.

Zero Backlog on Reconciliations, Medicare Advantage Process Improvement:
Process Redesign and Technology Enablement for a paperless enrollment and
underwriting workflow for a Large, East Coast Healthcare Payer.

Increased Enrollment by 34%, ACA EDI Implementation:
Implemented Electronic Data Interface (EDI) capabilities in Support of the
Affordable Care Act for a Western US Healthcare Payer.

Reusable Strategic Decision Framework, Outsourcing Strategy:
Process Redesign and Technology Enablement to Create a Cost-Effective and
Value-Generating Captive Processing Center for a $1B Provider of Individual and
Small Group Healthcare.

Improved Business Processes Enrollment Process Improvement, Large Health
Insurance Company in Illinois:
Process Redesign and implementation of new contract processing and large group
enrollment for a Large, Chicago-based Health Insurance Company.

Reduced Data Entry by 50%, Healthcare Process Improvement:
Integrated people, processes, and technology redesign solution for the Group
Enrollment and Administration process at a Large Health Payer.

Integrated Process + Technology Training, Change Management and Communication
Plan:
Led the Change Management to replace a site, property, and people database for a
research-based biopharmaceutical.

Increased First Call Resolution, Customer Service Process Improvement:
Process Redesign for the customer service unit in a Medicare Advantage division
of a Large, East Coast Healthcare Payer.

Improved Processing Time by 50%, Small Group & Individual Process Improvement:
Process Redesign and Technology Enablement for a paperless enrollment and
underwriting workflow for a Large, East Coast Healthcare Payer.

Consistent Approach to Call Handling, Customer Service Strategy and
Implementation:
Developed and Implemented a New Customer Service Delivery Model for a National
Provider of Affordable, Comprehensive Health Plans.

Clear Business Case for Project Approval, Enterprise Project Planning Strategy:
Created Structure and Discipline around a long-term Enterprise Planning Project
for a $1B Small Group and Individual Healthcare Payer.

Improved FCR by 10% in First Month, Customer Service Process Improvement:
Process Redesign for a customer service unit in a Large, East Coast Healthcare
Payer.

Improved Speed by 50% and Accuracy by >65%, SBC Process Design and
Implementation:
Process Redesign and Technology Enablement for SBC compliance in a Large, East
Coast Healthcare Payer.

99% Claims Payment Accuracy, 98.5% Procedural Accuracy, Outsourcing Strategy and
Implementation:
Process Redesign and Change Management to define a flexible, scalable workforce
for an East Coast Healthcare Payer.

Over $20M in Year 1 Savings, Project Planning Consolidation:
Operations Consolidation for a $25B Healthcare Payer.

Net Benefit of over $13M over 5 Years, New Product Strategy and Implementation:
Leadership recognized an opportunity to better serve and grow its medical
customer base and looked for options to improve its medical and dental product
offerings through; extending ancillary services, simplifying administrative
tasks (single bill), and improving member experience (single ID card).

Streamlined Annual Conference Planning + Execution, Annual Meeting Process
Improvement and Implement:
Process Redesign and implementation for an Association of Medical Professionals,
a national association that supports its member’s ability to practice their
specialty through education, research, and advocacy.

Insurance

Reduced Processing Time by 20%, Sales Process Redesign:
Designed and Implemented new sales support tools and training materials for a
Midwest-based Provider of Non-Standard Auto Insurance.

$200M Savings over 5 Years, Commercial Lines Process Redesign:
Process Redesign and implementation of core submission to issue process for a
Large Commercial Lines Property & Casualty Carrier.

Single, Cohesive, CRM Strategy CRM Strategy:
CRM Strategy Design

Improved Product Development Time by 25%, Program Business Process Redesign:
Process Redesign and implementation for a $1.5B Underwriter of Specialty and
Program Property & Casualty Insurance.

New Process in 90 Days, Underwriting and Premium Accounting Redesign:
Process Redesign supporting Carrier POS and Premium Accounting for a $400M
Provider of Non-Standard Auto Insurance.

Improved Renewal Retention by 15%, Personal Lines Process Standardization:
Implemented an Integrated Process, People, and Technology Solution for a $300M
Provider of Non-Standard Auto Insurance.

Improved Consistency in Process, Sales Operations Process Redesign and
Implementation:
Process Redesign for the sales operations of a $400M Provider of Non-Standard
Auto Insurance.

Implemented and Optimized Agency Model, New System Implementation and Training:
Implemented an Agency Management System for a $700M Provider of Non-Standard
Auto Insurance.

Reduced Hold Times & Increased Speed-to-Answer, Customer Service Redesign in
Non-Standard Insurance:
Process Redesign for a customer service unit within a $400M Provider of
Non-Standard Auto Insurance.

Documented Business Continuity Plan, Business Continuity Strategy and
Implementation:
Business Continuity Plan for process and technology at a Large Life Insurance
Company

Not-For-Profit

State-of-the-Art Social Services, Customer Service Implementation:
Designed and Implemented a State-of-the-Art Customer-servicing Information and
Referral Service for The Department of Human Services for one of the largest
U.S. metropolitan areas

Improved Donor Information, CRM Software Selection:
CRM Evaluation and Software Selection for a Non-Profit public media radio and TV
station with over 2 million listeners and viewers.

Reduced Operating Cost, Higher Member Retention, Service Delivery Model
Development and Implementation:
Service delivery and operating model definition project for a Non-Profit Media
Organization.

360 View of the Constituent, CRM Strategy and Software Selection:
CRM Evaluation and Software Selection for a Non-Profit public media radio
station.

Data-Driven Service Approach, Member Service Process Improvement:
Process Redesign for a Customer Service unit in an International Professional
Society

Improved Self Service, CRM Evaluation, Software Selection, and Implementation:
CRM Evaluation, Software Selection, and Implementation

Other

RPA within the Finance Function of a large Healthcare Payer:
Process Optimization to identify low-cost automation opportunities within the
Finance function of a large Healthcare Payer.

Annual Savings of $3M - $5M, Forecasting Strategy and Implementation:
Implementation of a global, product-based forecasting tool for an $800M division
of a $9B Provider of Equipment and Services to the Energy Industry.

Cohesive and Integrated Implementation, Outsourcing Management Strategy and PMO:
Process Redesign and Change Management for an Electricity and Natural Gas
Provider. The first nationally branded provider of electricity and natural gas
to residential and small commercial customers in the United States.

Increased Sales + Website Impressions, IT Strategy and implementation to Capture
Market Share:
IT Strategy and implementation to capture market share for the Largest National
Provider of Prepaid Cellular.

Customer-focused IT Organization Structure, IT Strategy and Implementation:
IT Strategy for an International Tire Manufacturer.


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