Alternative Claims Management
The Overview
Industry
Finance, Insurance
Products
Community Cloud, Pardot,
Sales Cloud, Service Cloud
Challenge
- 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
Solution
- 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
Results
- 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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