Alternative Claims Management

The Overview


Finance, Insurance


Community Cloud, Pardot,
Sales Cloud, Service Cloud


  • Multi-step claims process including multiple parties
  • Processes were completed primarily on paper and disconnected systems that required employees to be in the office
  • Reporting was greatly lacking


  • Implementation of Service Cloud that is customized to handle every step of the claims process
  • Integrated Billing and Accounting systems so financials could be reported on
  • Customer Community created so that claims can be initiated online through the portal


  • They saved money and gained expertise by using us for Ongoing Support instead of hiring someone internally
  • With Health Cloud they can now take full advantage of everything the product offers and expand the business into new revenue streams
  • Submitted application for HITRUST certification and will begin process in August 2020

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