pivotal crm_for health care insurance_us

• 1. Pivotal CRM for Healthcare InsuranceCreating stronger, more profitable relationships, one memberat a timeKey Benefits: Despite a relentless rise in premiums well beyond the rate of inflation Reduce paper touchesin the last decade, the return for money spent on health plans is not Consolidate member data resulting in better service or better coverage for members. Healthcare Grow membership payers face unprecedented pressure to deliver new value that is definedin terms of lowering medical costs, decreasing administrative waste, Improve broker loyaltyand improving the medical outcomes of the members they serve. Manage renewals for profitabilityInefficient, paper-based administrative processes threaten the future success of health plans. Automate underwritingHealthcare payers that learn how to automate their paper-intensive processes and focus on Reduce enrollment administrationmember needs will gain market share and increase profits.To learn more about Pivotal CRM healthcarePivotal CRM offers award-winning customer relationship management (CRM) software designedinsurance solutions, please callspecifically for healthcare insurance payers. Pivotals healthcare solutions enable payers to build+1 877-PIVOTAL or e-mail: [email protected]. real healthcare value by building outstanding customer experiences. This is integral to creatingstronger, more profitable member relationships.Designed Specifically for Healthcare InsurancePivotal CRMs unique healthcare insurance solution is built from years of experience and fromworking closely with healthcare insurance experts. Out of the box, Pivotal Healthcare InsuranceSuite delivers deep, industry-based functionality, providing a significant head start with as much as75% - 90% of the features typically needed by healthcare payers.Our SolutionPivotal Healthcare Insurance Suite is a comprehensive front office solution that enables insuranceorganizations to automate sales, marketing, underwriting, enrollment, and renewal of individualand group health insurance plans. Youll have the ability to serve and manage your brokers,members and employer groups with unprecedented efficiency and effectiveness.Comprised of Pivotal Healthcare FrontOffice, Pivotal Healthcare eBroker, and Pivotal HealthcareeEnrollment, the suite delivers a scalable and sophisticated foundation for healthcare insurancepayers. Implement any product within Pivotal Healthcare Insurance Suite based on your businessneeds, or deploy the entire suite as a comprehensive end-to-end solution.Regardless of your size or complexity, Pivotal CRM healthcare solutions encompass all thenecessary components for successful member acquisition, retention, and growth. Theseprocesses include effective: Lead Management Rating/Underwriting New Business Quoting Online Enrollment Renewal Processing Back Office IntegrationPivotal Healthcare FrontOfficeTMStreamline processes and gain a holistic view of your most valuable informationPivotal Healthcare FrontOffice is an intelligent employee facing, browser-based, front officeautomation and workflow application. It links sales, marketing, underwriting and renewal operationstogether into a single, consolidated view of your entire book of business. As the centerpiece of thePivotal Healthcare Insurance Suite, employees are provided with information and automation toolsneeded to manage key relationships. As a result, healthcare insurance companies can acquire,retain and grow memberships more effectively, reduce operating expenses, and increase revenues. Pivotal CRM | Datasheet

2. Pivotal Healthcare FrontOffice enables your company to:Create Opportunities Gain better pipeline visibility. Proactively generate sales leads through a defined process thatpre-qualifies and distributes information to the appropriate sales person or broker, includingcommunication to and from underwriting, to assist the sales team in closing the sale.Leverage Underwriting Automation Focus rating and underwriting efforts where you need it most. Choose which groups requiremanual intervention and which groups can be handled through automation procedures. Eliminate re-keying of data by having an integrated rating and underwriting solution. Benefit from straight-through processing. Eliminate paper-based department-to departmenthand-offs. Employees work smarter, together and faster.Manage Renewals for Profitability Reduce the number of days it takes to produce renewals to just minutes. Leverage auto-renewalprocessing that is integrated directly into the rating solution and managed through your renewalprocess workflow. Link renewal processing to the rest of the organization in order to proactively plan for additionalworkload during busy periods.Improve Back Office Integration Reduce duplicate data entry and eliminate human error. Consolidate multiple data silos into oneenterprise wide database and integrate it all into other front and back office applications.Pivotal Healthcare FrontOffice functionality highlights: Industry-specific data model Data-driven business rules Multi-Carrier, Multi-Region support Inter-departmental workflow Flexible plan library Customer and prospect tracking Activity management Automated renewals Rating and underwriting automation Commission tracking Built-in integration frameworkKey BenefitsRegardless of your size or complexity, Pivotal Healthcare FrontOffice will: Drive sales, marketing, broker relations, underwriting and renewal operations in realtime, withcross-enterprise communication and collaboration. Capture, deploy, and repeat organizational best business practices across the entire enterprisewith a holistic view of the most valuable information. Enhance decision making and planning with a complete roll-up summary to the group level.Leverage this one-stop group snapshot across all product lines including: Profit/Loss To Dateand Membership Summary.Pivotal Healthcare eBrokerTMBuild broker loyalty with powerful, online self-servicePivotal Healthcare eBroker is the web-based, broker-facing component of the Pivotal HealthcareInsurance Suite. It enables healthcare payers to significantly memberships and reduceadministrative overhead by providing brokers with automation tools in order to close deals withease and efficiency. The eBroker provides sophisticated broker management, allowing a push ofinformation organization to the broker, as apposed to a pull by the broker from your organization.Set a standard of value and become the easiest and first choice by brokers. Pivotal CRM | Datasheet 3. Pivotal Healthcare eBroker enables your company to:Streamline New Business Quoting Increase response time. Empower brokers to produce their own new business quotes throughpowerful self-service that is linked to your centralized quoting solution. Leverage integration to a real-time rating engine (where available) and integration to underwritingfor rate requests (where real-time rating is unavailable) to highlight payer accuracy and timeliness. Automate and simplify the sales process with efficient demographic entry and easy plan selection.Automate Renewal Processing Deliver renewals to your broker community electronically instead of on paper application forms. Incorporate your brokers directly into the renewal workflow process. Allow brokers to add alternate plans and receive rates immediately without underwriting interaction.Pivotal Healthcare eBroker functionality highlights: New business quoting Census import and export Easy plan selection Proposal production Renewal review and processing Book of business management Activity management Detailed reportingKey BenefitseBroker provides significant cost savings and real productivity gains. Build your credibility asa best value healthcare payer by: Managing broker relationships. Provide simple, zero-training, web-based, real time interactionfor brokers to increase loyalty and to highlight your efficiency and timeliness. Increasing a brokers face time with customers and prospects by eliminating inefficientand paperintensive processes. Ensure internal employees are redeployed to morevalue-added activities. Increasing membership and retention through a high level of responsiveness and accurate,personalized sales and service even after business hours when human assistance is unavailable.Pivotal Healthcare eEnrollmentTMReduce paper and streamline new business enrollment with intelligent self-servicePivotal Healthcare eEnrollment enables your company to: Pivotal Healthcare eEnrollment reducesboth the time and effort required for brokers and group administrators to enroll new groupsand members by giving them online enrollment capabilities in lieu of paper forms. As the onlineenrollment component of the Pivotal Healthcare Insurance Suite, this intuitive, external-facingapplication guides brokers, group administrators and enrollees through the complete enrollmentprocess every step of the way.Pivotal Healthcare eEnrollment enables your company to:Accelerate New Business Eliminate the bottleneck in getting enrollment applications processed. Provide healthcare payerswith complete, step by step, wizard-driven, online enrollment capabilities, including questionsthat are only relevant to each enrollee. Maintain flexibility in considering the reality of legacy paper processes with Pivotal CRMssupport for mixed mode enrollment. Re-purpose time spent on data entry for increased time spent on sales activities including facetime, calls and communications.Reduce Paper Touches Significantly reduce the number of times members, brokers, and staff need to touch paperapplications. Feed medical questionnaires directly into underwriting and eliminate another pointof redundant data entry.Pivotal CRM | Datasheet 4. Pivotal Healthcare eEnrollment Clear the Underwriting Bottleneckfunctionality highlights: Improve data capture and eliminate incomplete or illegible applications. Online enrollment Simplifies the group installation processforms, featuring required fields that feed directly to underwriting, increase data accuracy and stakeholder satisfaction. Supports separate process for eachenrollment form Key Benefits Adds or deletes questions based on previousinformationeEnrollment provides the necessary tools to help you to: Never enter information more than once Leverage data collecte during the quoting process. Wizard-style guided completion Enable the capture of data, not paper. Data driven navigation and business rules Feed medical questionnaires into the medical underwriting process and eliminate another point of redundant data entry. Supports unlimited supplemental enrollmentforms Populate existing state-filed enrollment PDF forms and eliminate the need to re-file. Can be integrated to imaging and OCR/OMR/We will help you select, plan and implement the most effective Pivotal CRM healthcare insuranceIMR solutionssolution, including the right technology and strategy. Choose any product within Pivotal Healthcare Supports batch upload from Insurance Suite based on your business needs, or deploy the entire suite as a comprehensive end-to-end solution. Pivotal Healthcare Insurance SolutionsKey ProcessesPivotal Healthcare ProductsLead Management Gain better visibility into the pipeline.Pivotal MarketFirst,Proactively generate and manage a variety of sales leads Pivotal Healthcare FrontOfficethrough a pre-defined process.New Business Quoting Empower customers or brokers to Pivotal Healthcare FrontOffice,produce their own new business quotes through powerful Pivotal Healthcare eBrokerself-service.Renewal Processing Reduce number of days it takes to Pivotal Healthcare FrontOffice,produce renewals to just minutes with auto-renewal processing Pivotal Healthcare eBrokerthat is integrated directly into the work flow.Rating/Underwriting Eliminate paper-based department-Pivotal Healthcare FrontOfficeto-department hand-off by leveraging rating and underwritingautomation and integration.Online Enrollment Enhance the enrollment experiencePivotal Healthcare FrontOffice,for brokers, group administrators and enrollees through an Pivotal Healthcare eEnrollmentefficient and easy to use online process.Back Office Integration Reduce duplicate data entry by Pivotal Healthcare FrontOfficePivotalconsolidating multiple data silos into one enterprise-widedatabase and integrating it all into your back office.Take the Pivotal Step with Pivotal CRM for Healthcare InsuranceTo learn more about how Pivotal CRM can help healthcare enterprises create stronger, more profitable relationships, call us today at +1 877-PIVOTAL(+1 877-748-6825) or visit us at http://www.pivotal.com.Copyright CDC Software 2007. All rights reserved. The CDC Software logo and Pivotal CRM logo are registered trademarks and/or trademarks of CDC Software.