Build on the CRM made for Payers.
Boost revenue by providing authentic member experiences, reducing the cost of care, and attracting high-quality providers with Salesforce, the #1 health insurance CRM.
Salesforce for healthcare.
Better outcomes across every function. One platform.
A single, cross-departmental platform powered by Salesforce, enabled by Penrod.
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
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 opportunities with an integrated NPI search tool
Broker Relationship Management
Manage outreach and activity across broker networks and eliminate manual data entry with NIPR integration
Use Case →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
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
Use Case →Revenue Intelligence
Make better decisions with tools that ensure forecast accuracy, even in complex plan mixes
Use Case →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
Use Case →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
Use Case →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
Use Case →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.
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Build relationships on the channels your members use mostBuild meaningful relationships and drive proactive care management with text, email, social media, and phone communications
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Provide amazing customer serviceTransform your support department with a fully cloud-based telephony system, live chat, live message, and post-engagement surveys
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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
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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.
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Build relationships with high-performing brokersGain centralized visibility into your broker prospects
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Manage providers in a centralized systemDrive better provider coverage for your members and track network upgrades
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Offer Easy-to-Use Provider PortalsSimplify authorization requests and increase referrals on a branded self-service portal
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Empower your Employers with PortalsSimplify member management, invoice payment, and support requests on a branded self-service portal
Quote to card faster.
Quote group, individual, and government customers in a centralized platform
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Do everything from quoting to plan generationBuild and design plans, generate quotes, and export plan descriptions in a native Salesforce environment
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Unified trackingTrack group, individual, and government prospects from purchase to onboarding
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Empower brokers to sell more for youEasy-to-use broker portals allow brokers to self-quote with real-time rates
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Hit home with personalized marketingEngage employers and brokers with the right message, at the right time, on the devices they use
Ready to get started?
Request a consultation to see how the power of Salesforce takes payers to the next level.
Ready to see how Salesforce can transform your business? Fill out the form for a free demo.
- Create better employer and provider relationships
- Build authentic member experiences
- Quote-to-card faster than ever
Trusted by the the leaders in healthcare and life sciences.
