A Leading Health Insurance Provider Improved Its Sales Revenue Through A Custom Salesforce Implementation

The client had several functional applications including some legacy ones, to assist the sales team in their day-to-day operations including account management, administration of contacts, and selection and processing of insurance plans. These applications were disconnected from each other, leading to a lack of one unified system with comprehensive and cohesive view of the data. Other challenges include:

• Absence of Single Customer View: Multiple application-led system failed to provide a single view of the customer data and the insurance plans which restricted the sales team to provide best in class sales experience including solving queries on insurance plans of customers. This had led to lower satisfaction among the members.
• Inefficient Sales Operations: The multiple sales enablement applications impacted the operations of the sales reps as they had to repeatedly shuffle between the multiple application windows, and were not able to view real-time information of a customer details and its historical interaction data at one place with analytics. The sales team also were unable to capture their sales efforts efficiently to provide a detailed sales reports to the leadership team.
• Inefficient Claims Management: Due to disconnected applications, it was very difficult to manage claims seamlessly.