Group Enrollment and Installation

Streamline the creation and management of activities required to complete customer enrollment and group installation.

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The Vlocity Health platform enables you to provide intuitive group enrollment experiences and orchestrate timely installations with full transparency across departments in the cloud. Our industry-specific solutions are 100% native and additive to Salesforce and we also provide an open integration framework to integrate 3rd-party systems. This way, you have a single platform to manage group onboarding with ease.

Key Features

  • Open enrollment event management and tracking of associated group annual selection periods
  • Enrollment file upload tool with an option to process selections either through employee enrollment, bulk enrollment, and/or administrator enrollment
  • Digital enrollment portal for employees to update profile and select plans based on network, price, and access preferences
  • Rule-based orchestration engine to manage complex installation project plans integrated with visual project tracking, interdependencies, approval process, and issue escalation
  • Limitless work templates automatically configured to orchestration scenarios based on products added, modified, and removed from an order

Vlocity Delivers Latest Release

Integrated with Salesforce Health Cloud

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