In today’s highly competitive health insurance markets, it is critical for healthcare insurance providers to offer brokers and customers simple and intuitive digital experiences that automate quotes, streamline enrollment, and ensure data integrity.
To stay competitive and better serve the Small Group broker community, Indiana University Health (IUH) – the most trusted name in Indiana healthcare – decided to pursue a Vlocity cloud solution to transform the way it does business.
To that end, IUH leveraged Salesforce and Vlocity to simplify and enhance its internal processes by delivering a small group automated quoting system & enrollment engine.
The entire solution – which took just 13 weeks to implement – enables automated quoting and increased enrollment, as well as a fully transparent, streamlined, and guided process to drive Small Group broker engagement. Application turnaround time has been significantly improved, and new opportunities to upsell, cross-sell, and integrate new offers have emerged for sales teams.