Health Plan Sales and Administration | Vlocity

Health Plan Sales and Administration

Transform quoting, enrollment, benefits management, and renewals to seamlessly convert and retain members across business lines.

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Overview

Vlocity Health streamlines sales and administration operations to deliver best-in-class customer experiences. This solution supports quoting, enrollment, benefits management, and renewals across business lines in a single cloud platform.

Key Features

  • Quickly design, launch, and rate benefits with real-time configuration and versioning for simplified lifecycle management
  • Provide an intuitive shop and compare experience across product types for internal agent, brokers, and customers
  • Enable underwriters to review submissions, adjust pricing and coverages, validate compliance, and approve quotes
  • Enroll members after a quote and administer ongoing account profile, plan changes, and payment
  • Manage onboarding project plans integrated with visual project tracking, interdependencies, approval process, and issue escalation
  • Automate renewals with bulk batch and an alternative shopping engine for customers to select updated plans for the new year

Vlocity Delivers Latest Release

Integrated with Salesforce Health Cloud

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