ESC100 — How a national TPA cut billing prep from 3 weeks to automated.
A national third-party administrator processing $5M+/month in benefits billing replaced three weeks of manual prep with an automated pipeline that runs quietly in the background.
Three weeks of manual prep, every cycle.
National TPA. $5M+/month in benefits billing, processed entirely through manual workflows.
Each billing cycle required 3+ weeks of preparation: exporting from CRM, manipulating spreadsheets, copying data between systems, and manually reconciling exceptions. One person spent almost full-time on copy-paste work.
Errors slipped through. Carrier follow-ups were delayed. Month-close slipped.
- Manual billing preparation (3+ weeks per cycle)
- Spreadsheet reconciliation across systems
- Copy-paste between CRM and accounting
- Missed exceptions, delayed carrier follow-up
One pipeline. Four connected systems.
Conduit Ops engineered an automated billing pipeline connecting their existing systems into one operating workflow: CRM → validation rules → invoice generation → reconciliation → alerting. Exceptions surface in Slack before they become problems.
- Automated invoice generation every cycle
- Structured CRM → accounting sync, no re-entry
- Exception alerts to Slack within seconds
- Reconciliation dashboards for ops + finance
- Postgres — transactional store + audit log
- Snowflake — reconciliation + carrier reporting
- Python pipelines — validation, invoice, recon
- Slack — exception alerts + status
- Cloud infrastructure — isolated, monitored, backed up
Measured impact across every billing cycle.
- 4.2× throughput increase (from manual to automated pipeline)
- 87% fewer billing errors
- 62 hours saved per week — recovered for actual operations work
- 36ms average pipeline latency
- 99.98% uptime across all billing cycles
- Zero reconciliation exceptions in the last 4 consecutive cycles
“Conduit replaced three weeks of manual billing prep with a workflow that runs quietly in the background. Our team finally has time for the actual operations work.”
We'll model expected impact for your specific workflow — free.
If your billing team is still prepping spreadsheets for days every cycle, the same approach applies. No commitment, no sales pitch.