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.
![Lead Management for Provider Relationship Management](/wp-content/uploads/2022/11/lead-management-provider-relationship-management.png)
![Activity Tracking](/wp-content/uploads/2022/10/activity-tracking-for-provider-relationship-management.png)
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
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
![NPI Search](/wp-content/uploads/2020/08/provider-enrollment-home-1.png)