Know Your Customers’ Benefits and Coverage History

Track each customer’s benefits plans and coverage history.

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Anthem’s Top 5 Secrets to Simplify the Insurance Sales Process

Learn How Anthem is Reducing Cycle Time for Small Group Quoting and Enrollment


Focus the Plan Options

Keep the shopping process simple by narrowing down the options presented.

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Offer Multiple Lines of Benefits

Provide health, life, disability, and other lines of insurance all maintained in one catalog.

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Industry Cloud For Health Insurance

Broker Quote-to-Card

You can track the credentials, appointments, licenses, payment history, and service history for any of your brokers and agents, and offer them self-service options as well.

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Individual Quote-to-Card

Vlocity’s Application Intake Form can bring your customers and brokers to the application and enrollment process seamlessly, all as part of one, integrated process.

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Large Group Quote-to-Card

Our modern Quote-to-Card process provides users a seamless, omni-channel shopping and enrollment experience.

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Small Group Quote-to-Card

The Vlocity Benefit Plan Selection engine gives customers, brokers, and telesales agents a tool to find the right coverage based on needs, benefit levels, and plan availability.

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Vlocity Health Insurance for Small Group Quoting

Vlocity Health Insurance Cloud supports multiple health insurance lines of business via industry standard processes.

Ask the Experts

Vlocity’s team of industry experts brings decades of experience delivering customer relationship management systems for global health insurance providers. We are happy to answer any questions you might have.  Please reach out to our experts via the forms below.

Kevin Riley

Head of Health Insurance Industry Experience 15 years Ask Kevin

Todd Sears

Product Management Industry Experience 18 years Ask Todd

Lisa De Nero

Vice President Healthcare East Industry Experience 20 years Ask Lisa

Raja Singh

Head of Products Industry Experience 20 years Ask Raja

Dominic Dinardo

Managing Director Europe Industry Experience 21 years Ask Dominic

Dave Orrico

Head of Americas Sales Industry Experience 32 years Ask Dave

Tim Hargarten

Advisory Industry Experience 36 years Ask Tim

Ecosystem of Vlocity Health Insurance Partners