Health Insurance CRM
Only 25% of members trust insurance companies to guide them.1

Penrod can help you build trust.

Provide authentic member


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


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


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.

Read it Now



Ready to get started?

Contact us to see the power of Salesforce

Answer a few simple questions on the right and we'll be in touch!