Access to affordable healthcare plays a critical role in our quality of life

FACT SHEET Apexon & Salesforce

Salesforce Health Insurance Services

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Salesforce For Health Insurance Services

Insurance companies are not only responsible for providing quality health plans to their customers, but doing so with exceptional customer service.

From sales and marketing to group and member onboarding, and general administration, the entire health insurance community must be connected to a centralized hub to access information and fulfil requests. As a Salesforce implementation partner, Apexon can deliver CRM solutions capable of:

  • Reaching customers on any device and channel-mobile, landline, email, or social
  • Prioritizing and proactively addressing the most urgent cases first
  • Building rich customer profiles, including life event alerts that can be leveraged for additional sales

More personalized journeys and augmented payer experiences are possible for large and small groups, individual markets and government plans with Salesforce for Insurance. Apexon will partner with you to conduct product configuration, group onboarding, interoperability, risk stratification, and more to ensure a seamlessseamless integration.

Solutions

Apexon has a 4-pronged approach to address the needs of modern health insurance companies and their customers:

SOLUTION
OUTCOME
Standardize Health Plan Sales & Administration

Standardize Health Plan Sales & Administration

SOLUTION

Streamlines quoting, onboarding, enrollment, benefits management, and renewals operations

OUTCOME

Payers convert prospects faster and seamlessly retain members across business lines

Optimize Provider Network Management

Optimize Provider Network Management

SOLUTION

Provides a full view of the provider network with a new provider data model

OUTCOME

Strengthens provider relationships with a complete view of the physician network from one place

Personalized Contact Center Experience

Personalized Contact Center Experience

SOLUTION

Displays relevant patient data from multiple systems on a single screen

OUTCOME

Agents connect patients to the right care faster without having to toggle between systems

Scale Member Care Management

Scale Member Care Management

SOLUTION

Extends the member profile to include membership, benefits, and claims information

OUTCOME

Can scale care management programs and keep members engaged in their health

Automated Workflows

Automated
Workflows

SOLUTION

Automate typical business processes like preauthorization requests, processing claims

OUTCOME

Frees up the service agents from repetitive and mundane tasks, and enables them to focus on resolving more complex and time-critical issues

Deliverables
AI-recommended actionable insights

Get to know your customers on a deeper level

  • Quickly get AI-recommended actionable insights and next best actions recommended for each claim to improve customer satisfaction
  • Access customer profiles that show claims, policies, and life events in one place
Engage policyholders on their preferred channel

Connect with and delight customers on every channel

  • Engage policyholders on their preferred channel by phone, email, or video
  • Review customer interactions on social, email, phone, and web
Deliver outstanding customer service

Deliver outstanding customer service with the right tools

  • Easily review and approve Care Authorization Requests with all the relevant insights, all in a single platform
  • Reduce Grievances and Appeals and resolve general member queries quickly and efficiently with real-time alerts