Case Study : Automated Member Enrollment – Sales Cloud
Company Profile
A health insurance agency in California that allows group and individual member enrollment through agencies, individual agents, and through the company directly as well.
Business challenge/Situation
- Need a system to automate their member enrollment & paperwork process
- Required a system to capture all the member information, Dependents, plans chosen in one place.
- Identification of members and their households to track whether the member enrolled by other agencies or not.
- In search system which has a record of agencies and their agents to capture the details of top-performing agencies and top revenue-generating agencies.
- Tracking system for all their plans and members enrolled in each plan, revenues generated through groups vs individuals.
Solution
- ProXforce helped them in streamlining & automating the process wherever necessary.
- Clear distinction in the process and maintenance of records for groups vs individuals and agencies vs agents and company enrolled customers was done using the best and standard practices in salesforce.
- A unique identifier using hashing algorithms was generated for a member and a secondary identifier for a family such that the system would identify an existing customer to further refine their business process.
- Automatically generated a unique link for each agent to add new members into the system from outside salesforce
- Members can now be added to the system directly by agents from a browser along with all the required details and dependent details as well.
Results/Benefits
- A scalable platform to accommodate future business needs
- A one-stop system to maintain data and its confidentiality.
- Reports and Dashboards to measure and track business performance at different divisions, revenue generated through different channels, Top sales zones, Top-performing agents, etc.
- An effective system to automate the business process minimizing the manual effort and improving the logistics.
