Health Plan Sales Template for Microsoft Dynamics CRM

Application Description

Health Plan Sales Template for Microsoft Dynamics CRM is a kit that contains customizations to Microsoft Dynamics CRM and Microsoft Dynamics CRM Online that demonstrates how health plans can easily move their marketing & sales processes online, and manage the customer value lifecycle.

Under health reform, the demand for small group and individual plans is expected to triple between 2010 and 2019. In order to participate in this hypercompetitive individual and small group market, health plans must quickly move their sales processes online to decrease the cost of sales, reduce multiple points of failure in their current sales, service and retention processes, and interoperate with state health insurance exchanges (HIEs) in 2014.

The Health Plan Sales Solution for Microsoft Dynamics CRM can be used as a reference to build a new strategic sales-and service-enabled CRM platform for health plans to quickly and easily move their marketing and sales processes online to proactively manage and monitor sales, member service and retention. It showcases the product’s capability for capturing critical sales data that integrates with--and enables workflows between-- the various touch points in the health plan marketing, sales, and service processes. This ensures that customer experiences are seamless and exceptional across the entire customer lifecycle, from sales to renewal, including Marketing, Sales, Enrollment, Care Delivery, Care/Wellness Coaching, Customer Service, Retention, and Renewal. This end-to-end integrated approach enables health plans to focus on member acquisition, services, and retention and interoperate with state health insurance exchanges by the 2014 deadline.

This solution works with both Microsoft Dynamics CRM Online and Microsoft Dynamics CRM 2011 (on premises).

This template requires one of the following Microsoft Internet Explorer versions: Internet Explorer 9,Internet Explorer 8,Internet Explorer 7.

For help and support, please refer to the CRM Labs Solutions Forum: http://social.microsoft.com/Forums/en-US/crmlabs/threads

Note: Microsoft Dynamics CRM Online is not signing Business Associate Agreements (BAA) for HIPAA enablement at this time. The solution should not be used for storage/handling of protected health information in-scope for HIPAA.