streamlineworks
All case studies

Healthtech

Lumen Health

Cut refund-ticket handle time by 68%.

−68%

Handle time on refund tickets

4 weeks

From kickoff to production

~$140k

Saved annually

Summary

Lumen Health's support team was drowning in refund tickets — each one required pulling data from Stripe, Salesforce, and an internal ledger before responding. We built a unified context plugin that puts everything in one panel.

The challenge

Refund tickets were the single largest source of agent burnout. Each one required 4-7 tab switches between Freshdesk, Stripe, Salesforce, and an internal billing tool. Average handle time was creeping up 12% quarter over quarter.

What we built

We built a Freshdesk plugin that surfaces customer billing context inline. The plugin fetches Stripe charge history, Salesforce account status, and the internal ledger position when a ticket loads — no agent clicks required.

"Their browser extension shaved 3 minutes off every refund ticket. Across 400 refunds a week, that's a full headcount we got back."

Priya R. · Director of Support Operations, Lumen Health

Results

  • Average handle time on refund tickets dropped from 9.4 min to 3.0 min
  • CSAT on refund interactions climbed 14 points
  • One agent FTE reallocated from refunds to proactive outreach
  • Plugin shipped 4 weeks after kickoff, including 1 week of staged rollout

Solutions used

Stop waiting for Freshworks to ship it.

Tell us the workflow that's costing your team time. We'll have a working prototype in your hands inside two weeks.