Automate the member cycle with CRM made for you.
As a healthcare payer, you are probably facing pressure to deliver new value by lowering medical costs, decreasing administrative waste, and improving the medical outcomes of your members. But, if you’re like most payers, inefficient, paper-based processes are still weighing on your ability to increase member service.
CDC Pivotal CRM for Healthcare Insurance is an industry-tailored CRM solution designed to improve the overall effectiveness of your entire front-office operation. It enables you to link six key functional areas—lead management, new business quoting, renewal processing, rating/underwriting, online enrollment, and back-office integration—into a consolidated and customer-focused operation to boost overall productivity, make your organization easier to do business with, and enable strategic decision-making.
Datasheet: CDC for Healthcare Insurance
Key Features:
- 360 Degree Member View
- Automated Processes
- Broker Management Tools
- Renewal Processing
- New Business Quoting
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- Lead Management
- Rating/Underwriting
- Online Enrollment
- Back Office Integration
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Here’s what CDC Pivotal CRM for Healthcare Insurance can do for you:
Reduce Paper Touches
Automate the handoff between departments and third parties to streamline sales and renewals.
Consolidate Member Data
Gather disparate sources of member data in a single repository for more efficient member service.
Grow Membership
Deliver more proactive and personalized service to members to retain those you have and attract new members.
Improve Broker Loyalty
Make your organization easier to do business with. Let brokers focus on selling with less administrative work.
Manage Renewals for Profitability
Know when renewals are approaching. Proactively reach out to secure renewals and reduce member churn.
Automate Underwriting
Remove this time-consuming, error-prone process from your member sales and renewal cycle.
