Key Features

Lead Management

Manage leads in an easy-to-use, web-based interface and track by type, acquisition channel, average total lives, and more

Engagement

Go from “capture” to “close” faster than ever with targeted, omnichannel engagement across email, phone, and in-person meetings

Opportunity Management

Accelerate time-to-revenue by simplifying quoting, negotiation, and contracting

Robust Reports

Gain new insights with easy-to-read dashboards that track your most important KPIs

Lead

Management

Manage leads in an easy-to-use, web-based interface and track by type, acquisition channel, average total lives, and more

  • AttributionDiscover your most profitable channels with lead attribution and segmentation
  • Accelerated FunnelSpeed up time-to-revenue with unified account data across every stage, from capture to close.
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Lead Management for Provider Relationship Management
Activity Tracking

Lead

Engagement

Go from “capture” to “close” faster than ever with targeted, omnichannel engagement across email, phone, and in-person meetings

  • Group SalesEarn trust with employer groups and meet tight deadlines before open enrollment
  • Individual SalesBuild meaningful relationships and drive upsell opportunities
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Opportunity

Management

Accelerate time-to-revenue by simplifying quoting, negotiation, and contracting

  • Maximize PerformanceIdentify the most valuable engagement strategies by understanding which tactics perform best
  • Real-time DashboardsMonitor performance with the right data, at the right time in easy-to-read dashboards
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NPI Search

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