Direct Dental Plans of America

DDP utilizes a custom ERP solution to help manage their offerings of low-cost dental, vision, prescription, chiropractic, and massage benefits. This solution was created many years ago and helped support the initial stages of business growth. However, as DDP evolved, the database became increasingly overburdened by the size and scope of business that DDP was growing to be. After over a decade of such growth and increasing system manipulation outside its original intent, the tool eventually started to bottleneck company expansion. Latitude 40 was hired to solve that bottleneck by modernizing the system to simplify their processes and add the modules listed below.

B2B (Business to Business) Module

DDP not only offers their own plans/benefits but also those provided by multiple external vendors. B to B account synchronization with these partners handles the inadequacies and inefficiencies of the manual and error-prone processes that were previously required.

Accounting Module

Full register for customer accounts with tracking of all financial activity.
Automatic charges occurring at appropriate times in billing cycle.
Monthly statements listing all financial activity for the month with a current account balance and payment options. Depending on customer preference, these can be automatically e-mailed to the customer or batch-printed and mailed the old fashioned way.

Custom Report Writing Module

This module was implemented to give the users complete control over their reporting needs to solve the problem of having to bring the IT person in whenever a new type of report was needed. This led to valuable time and money savings.

Automated Payment Processing Module

Batch ACH payments via integration with local bank and batch credit card payments via integration with QuickBooks Merchant Services. A click of a button processes payments for all customers authorizing monthly ACH transfers or credit card charges.
Automatic credit card validation at data entry time.
Automatic and immediate rejection of credit card charge in the event of insufficient funds.
Chargeback handling in the case of insufficient funds after ACH request.

DirectDentalPlan.com