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Pivotal CRM for Healthcare Insurance
Approximately 70 percent of healthcare transactions today are paper-based, resulting in administrative costs of up to 20 percent of each dollar spent. To lower these administrative costs, payers need to find ways to make essential information easily accessible—whenever and wherever it is needed.
Pivotal CRM for Healthcare Insurance is a comprehensive front-office solution that enables insurance organizations to automate sales, marketing, underwriting, enrollment, and renewal of individual and group health insurance plans. It enables you to serve and manage your brokers, members, and employer groups with unprecedented efficiency and effectiveness.
Pivotal CRM's unique healthcare insurance solution was built from our years of experience and from working closely with healthcare insurance experts. Out of the box, Pivotal CRM for Healthcare Insurance offers deep, industry-based functionality, providing a significant head start with 75-90% of the features typically needed by healthcare insurers, along with the flexibility to tailor it to each company's unique needs.
Comprehensive Healthcare Insurance Solutions
- Lead Management
- New Business Quoting
- Renewal Processing
- Underwriting
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- Online Enrollment
- Back-Office Integration
- Broker Relations
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Improve Employee Effectiveness
Link sales, marketing, underwriting, and renewal operations together into a single, consolidated view of your book of business that gives employees a complete picture of member data. All information is captured in a centralized location, eliminating duplicate data entry, improving processing efficiency, reducing enrollee wait-times, and lowering administrative costs. By consolidating multiple data silos into one enterprise-wide database and integrating with your back office, you can acquire, retain, and grow memberships more effectively and profitably with greater accuracy and a lower cost of sales.
Effectively Attract New Members
Generate leads from a variety of sources and track them through a pre-defined sales process. With lead management tools, you can automatically qualify and distribute leads to the right broker —using your unique qualification and territory management criteria—then track those leads throughout the sales process. With an integrated system, you can collaborate and smoothly transition application information to underwriting.
Improve Broker Effectiveness
Make the quoting process more customer-focused and responsive, leading to higher conversion rates and eliminating paper-intensive workflows. With a proactive automated quoting engine integrated with your rating engine, you benefit from a complete quoting and workflow system for all market segments, including support for consumer-directed health plans. Agents and consumers can independently and effectively generate quotes with tools that allow for efficient demographic entry, easy plan selection, and dynamic proposal creation.
Process Renewals in Minutes
Ensure member satisfaction from the moment you make contact by using Pivotal CRM for Healthcare Insurance's efficient renewal processing tools. Allow internal representatives and brokers to complete renewals with flexibility and speed. Renewals can be integrated with your rating engine, offering a complete electronic renewal quoting and workflow system. By supporting the generation of renewals, including up-/cross-sell additions, you can decrease lost and late renewals and improve efficiencies for your sales executives and brokers.
Focus Rating and Underwriting Where You Need It Most
Decrease lengthy, paper-intensive processes while improving the quality and accuracy of applicant information. With a paperless review and straight-through processing of applications, your small and large group members complete online enrollment forms that are fed to your underwriting department, reducing errors and time lag in getting applications rated and processed.
Grow Membership with Easy Online Enrollment
Reduce the time and effort required for brokers and group administrators to enroll new groups and members by giving them online enrollment capabilities in lieu of paper forms. Automated online enrollment guides brokers, group administrators, and enrollees through the process of completing and submitting an application. It also ensures all enrollment data is captured and validated for accuracy before it goes to underwriting, eliminating incomplete applications and reducing the time-in-process for enrolling individuals and groups.