Engage for Health Plans

Exceed customer expectations with Engage for Health Plans’ robust functionality.
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Engage for Health Plans CRM Functionality

direct-channel-management-iconGroup Plan Administration Module

The Group Plan Administration module gives health plan administrators an end-to-end platform to process plan onboarding and renewals, provide full visibility, and deliver clear next actions to drive completion.

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distribution-relationship-iconDistribution Relationship Module (DRM)

Turn your distributor relationships into a powerful competitive differentiator with DRM. The DRM provides performance management and superior visibility into your distributor network, as well as tools to 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 with the Group and Individual Sales Management module. This 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

Provide superior member services by giving everyone within your organization intuitive service tools and a complete view of member information. 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

Our health plan CRM’s Group Plan Administration module gives health plan administrators an end-to-end platform to process plan onboarding and renewals, provide full visibility, and deliver clear next actions to drive completion.

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

Group segmentation

Better understand your customers and use data points such as company, organization, division, and plan details to effectively group and segment them.

Onboarding and renewal management

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

Implementation management

Automate the implementation process to increase efficiency and capture changes with ease.

Report automation and summary of benefits

Automatically create scheduled reports and summary of benefits documentation to save time and ensure the highest degree of accuracy.

Distribution Relationship Module (DRM)

Hitachi Solutions’ CRM for health plans turns your distributor relationships into a powerful competitive differentiator with DRM. The DRM provides performance management and superior visibility into your distributor network, as well as tools to 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 your relationships and find opportunities to better work together.

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

Make it easier to find and share information, stay connected, and work together to achieve desired outcomes by interacting with distributors via web portal.

Interaction journal

Track interactions with distributors to better to gain insight into your relationship history and monitor how your relationships have changed 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 with Engage for Health Plans’ Group and Individual Sales Management module. This 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

Identify and 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.

Lead Management

Streamline and automate lead management and ensure consistent follow-up on leads generated from the exchange.

Member Care Module

Provide superior member services by using Hitachi Solutions’ health plan CRM to give everyone within your organization intuitive service tools and a complete view of member information. 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

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

Telephony integration and call center console

Give call center agents a consolidated desktop that exposes health insurance payer 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.

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