Engage for Health Plans

Robust Functionality That Puts Relationships First - So You Can Exceed High Customer Expectations.
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Engage for Health Plans Functionality

direct-channel-management-iconGroup Plan Administration Module

Process plan onboarding and renewals quickly and efficiently by giving everyone full visibility into the process and clear next actions to drive completion. The Group Plan Administration module gives health plan administrators a comprehensive end-to-end platform for managing onboarding and renewals that engages everyone in the process.

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distribution-relationship-iconDistribution Relationship Module (DRM)

Make it easier for your distributors to work with you and turn the strength of your distributor relationships into a powerful competitive differentiator. The Distribution Relationship Module (DRM) provides performance management and superior visibility into your distributor network along with tools that promote greater ease of doing business.

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risk-management-module-iconGroup and Individual Sales Management Module

Better convert leads and help sales and marketing collaborate on winning premium. The Group and Individual Sales Management module provides dashboards, performance management, and automated tasks to help you execute better across the entire lead-to-premium lifecycle.

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producer-productivity-iconMember Care Module

Truly focus on providing superior member services by giving everyone a complete view of member information along with intuitive service tools. The Member Care module helps you provide better service in the call center and manage interactions across service, marketing, billing, and all other touch points.

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Group Plan Administration Module

Process plan onboarding and renewals quickly and efficiently by giving everyone full visibility into the process and clear next actions to drive completion. The Group Plan Administration module gives health plan administrators a comprehensive end-to-end platform for managing onboarding and renewals that engages everyone in the process.

engage-health-plans-group-plan-admin-2

Group segmentation

Deepen your understanding of your customers and effectively group and segment them by company, organization, division, plan details, or any other data point.

Onboarding and renewal management

Automatically create, assign, and track all the tasks and information associated with plan onboarding so your teams can process new customers quickly and efficiently.

Implementation management

Speed implementation and capture changes efficiently with automation and management for the implementation process.

Report automation and summary of benefits

Create scheduled reports and summary of benefits documentation automatically on schedule, saving everyone time, and ensuring the highest degree of accuracy.

Distribution Relationship Module (DRM)

Make it easier for your distributors to work with you and turn the strength of your distributor relationships into a powerful competitive differentiator. The Distribution Relationship Module (DRM) provides performance management and superior visibility into your distributor network along with tools that promote greater ease of doing business.

Agent and broker performance management

Improve visibility into distributor performance, such as premium goals and submissions, so you can understand the value of the relationships and find opportunities to work together better.

Agent and broker sales plans and call reports

Make sure you’re well prepared for each interaction or agency visit, with a complete understanding of performance metrics, interaction history, and recommended actions.

Agent/broker portal

Enable your distributors to interact with you through a web portal that makes it vastly easier to find and share information, stay connected, and work together to achieve desired outcomes.

Interaction journal

Track your interactions with your distributors so you can understand your relationship history and track how it’s changing over time.

engage-health-plans-distribution-relationship

Group and Individual Sales Management Module

Better convert leads and help sales and marketing collaborate on winning premium. The Group and Individual Sales Management module provides dashboards, performance management, and automated tasks to help you execute better across the entire lead-to-premium lifecycle.

engage-health-plans-group-individual-sales-2

Opportunity management

Improve how you execute on sales opportunities with better collaboration, tracking, and process management.

Group and individual segmentation

Grow premium by zeroing in on good leads, including group opportunities in your area or individuals who have recently moved from a group plan.

Lead management

Streamline and automate how you manage leads and ensure consistent follow-up on leads generated from the exchange.

Member Care Module

Truly focus on providing superior member services by giving everyone a complete view of member information along with intuitive service tools. The Member Care module helps you provide better service in the call center and manage interactions across service, marketing, billing, and all other touch points.

Member 360

Provide a complete view of member data, no matter where it’s stored, so you can communicate the right message and resolve service requests quickly and accurately.

Telephony integration and call center console

Give call center agents a consolidated desktop that exposes customer information, service apps, and guidance in the context of every service call.

Case management

Improve resolution by capturing customer information and efficiently managing cases from end to end.

engage-health-plans-member-care
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