Health Insurance CRM

Salesforce for insurance companies.

Better outcomes across every function. One Platform.

A single, cross-departmental platform powered by Salesforce, enabled by Penrod.

Marketing

Sales

Operations

Clinical

IT

Sales Focused Marketing

Build meaningful relationships and drive proactive care management with text, email, social media, and phone communications

Member Enrollment

Increase enrollment and educate members about coverage options through omni-channel marketing communications

Broker Communication

Facilitate broker onboarding, communicate proactively, and generate brand equity

Community Outreach

Track engagement with community partners for managed care organizations (MCOs) with Salesforce Mobile and Salesforce Inbox in the field

Marketing Automation

Engage members and providers on omni-channel marketing journeys

Supplemental Coverage

Target members across multiple channels with targeted upsell offers

Unified Analytics

Transform your data into unified, clear, and actionable insights

Provider Relationship Management

Manage provider relationships and discover new opportunties with an integrated NPI search tool See Solution

Broker Relationship Management

Manage outreach and activity across broker networks and eliminate manual data entry with NIPR integration

Lead Management for Medicaid and Medicare

Manage Medicaid and Medicare leads and with source attribution and agent activity tracking

Individual and Group Opportunity Management

Manage small group, large group, and individual opportunities in the office, at home, or in the field with robust reporting and visibility into the sales funnel See Solution

Sales Force Automation

Unleash your sales engine with enhanced tracking and intelligent cross-selling

Quote to Card

Automate manual quoting processes and accelerating underwriting

Salesforce CDP

Gain a unified view of your customer data across sales, marketing and service

Member Services

Provide exceptional member service and become a trusted advocate with an integrated CTI platform

Provider Services

Provide exceptional provider service and improve relationships with an integrated CTI platform

Broker Portal

Enable brokers to generate more revenue on your behalf with self-service tools

Medicare Advantage Portal

Empower medicare users with self-service tools and services

Credentialing

Connect with more providers, validate their credentials against multiple databases, and analyze your data in a single platform

Provider Directory

Create a real-time source of truth for provider data

Member Portal

Engage members with a digital portal experience that earns loyalty, drives better financial decisions, and lowers cost

Provider Portal

Automate pre-authorizations to speed time-to-revenue

Employer Portals

Empower employer groups to enroll more members with self-service portals

Utilization Management

Automate managed care processes to accurately assess the cost of care

Shield

Meet strict compliance requirements with extra layers of security, governance, and trust

Provide authentic member

Experiences

Engage members, lower the cost of care, and build meaningful relationships that last.

  • Build relationships on the channels your members use most Build meaningful relationships and drive proactive care management with text, email, social media, and phone communications
  • Provide amazing customer serviceTransform your support department with a fully cloud-based telephony system, live chat, live message, and post-engagement surveys
  • Gain a 360-degree view of the memberProvide better outcomes with a full view of your member's demographics and health information across the healthcare ecosystem
  • Increase retention with member portalsBe a valued healthcare advocate by providing access to claims, invoices, provider search, and digital member cards

Create Better Employer and Provider

Relationships

Centralized tools that manage employer groups, brokers, and providers.

  • Build relationships with high-performing brokersGain centralized visibility into your broker prospects
  • Manage providers in a centralized systemDrive better provider coverage for your members and track network upgrades
  • Offer Easy-to-Use Provider PortalsSimplify authorization requests and increase referrals on a branded self-service portal
  • Empower your Employers with PortalsSimplify member management, invoice payment, and support requests on a branded self-service portal

Provider Enrollment Software

Quote to Card

Faster

Quote group, individual, and government customers in a centralized platform

  • Do everything from quoting to plan generationBuild and design plans, generate quotes, and export plan descriptions in a native Salesforce environment
  • Unified trackingTrack group, individual, and government prospects from purchase to onboarding
  • Empower brokers to sell more for youEasy-to-use broker portals allow brokers to self-quote with real-time rates
  • Hit home with personalized marketingEngage employers and brokers with the right message, at the right time, on the devices they use
Success Stories

Accelerating Growth with Sales Cloud and Unified Data

Penrod partnered with one of the fastest-growing vision benefits companies in the United States to eliminate their data silos. We delivered a unified platform that allows them to track projects, vendors, and budgets in one system.

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