CRM for Health Plans

Dynamics CRM for Health Plans by PowerObjects

Navigating an increasingly complex and competitive health insurance environment requires business agility supported by smart technologies. Health insurers hampered by inefficient tools and silos of electronic information stored in multiple systems may find themselves at a disadvantage. To get ahead in today’s health insurance market, you’ll need the right tools to manage the potential growth—or risk losing share and revenue to competitors. A comprehensive customer relationship management (CRM) solution that includes marketing, customer acquisition and retention and care management can help you successfully meet the challenges of this evolving marketplace.

An Integrated Solution

Dynamics CRM for health plans from PowerObjects is helping health insurers to meet the increased need to quickly move their sales processes online, and improve sales, and service and retention processes. It’s an integrated agency and broker management, strategic marketing, sales management and care management platform.

Health plans are complex organizations, many of which use sophisticated systems for product configuration & quoting, underwriting, enrollment and renewals. These systems contain customer information and data which need to be integrated to the CRM platform to facilitate seamless processes and collaboration between departments. These systems can be integrated with Dynamics CRM via web services, and our highly knowledgeable technical team is here to assist you.

With CRM for Health Plans by PowerObjects, your organization is better able to:

  • Support marketing campaigns, email marketing, lead generation, and personalized selling materials
  • Enable a customized end-to-end sales delivery infrastructure with tools for lead management, sales tracking, member service, and retention
  • Reduce the cost of sales and marketing as well as eliminate missed opportunities
  • Optimize the life time value of each customer by improving customer care, facilitating renewal alerts and processes, and triggering cross sell and upsell opportunities
  • Automate workflow and processes to help reduce administrative tasks and duplicate data entry
  • Analyze data with real-time reporting to identify trends and plan proactively

Health Plan CRM

PowerObjects Helps Health Plans Meet Growth through CRM

The CRM for Health Plans solution was developed in combination with both industry experts and industry users, resulting in a leading edge solution that combines the most flexible and intuitive CRM platform in the business – Microsoft Dynamics CRM – with a rich health plan-focused feature set. Built on the core functionality of Microsoft Dynamics CRM and the extensibility of the xRM platform, PowerObjects has customized the solution to specifically meet the needs of health insurers.

The CRM for Health Plans solution accelerates implementations and time to market, and includes three separate key components:

  1. Microsoft Dynamics CRM platform at the core
  2. Rich individual, small and large group health plan functionality feature set
  3. Customer-specific services focused on having the solution drive what makes your health plan unique – your competitive advantage

The result: a robust and integrated CRM solution that generates high user adoption rates, best practice business processes, and rapid ROI.

MSCRM for Health Plans

Flexible deployment

With the CRM for Health Plans from PowerObjects, you have the power to choose the deployment strategy that works best for your organization:

  • Traditional, on-premises hosting provides superior integration and customization opportunities
  • Microsoft Dynamics CRM Online, a hosted solution utilizing the Microsoft cloud computing platform and deployed through Microsoft Outlook or a web browser, gives plan providers a way to reduce costs and speed implementation
  • PowerObjects hosted, a hybrid approach, takes advantage of both models and provides flexibility with improved security and cost management

Our unique approach to solving today’s business challenges produces radical results. Find out how!

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PowerObjects – Unique Approach, Radical Results.