Situation A regional health insurance plan needed a way to onboard, train and certify independent broker/agents who market their Medicare health plans.  They also needed a way for agents to quickly sign up members that included electronic signatures while ensuring that they followed the Scope of Appointment (SOA) process required by law.  They had been using a combination of spreadsheets and 3rd party SaaS software for registering brokers which was proving to be too costly and time-consuming.   Goal Increase health plan membership through more efficient onboarding of brokers that included an easier way to sign up potential members.Solution Delivered a Broker Portal that allows certification, training, access to marketing  and education materials, and electronic member application in time for open enrollment.Results Over 4,100 agents electronically certified, 405 electronic member applications during Open Enrollment and greatly expanded agent network.

Goal Create an affordable, easy-to-use software system for independent gym owners and their members.Solution Built web-based membership management application and API integrated to legacy system. Enabled member sign ups, renewals and payments.Results Delivered application in a few months now utilized by hundreds of gym owners and thousands of members. Rated as best ease-of-use gym software company by Capterra.

Our Provider MarketView App is a semi-custom software program that helps physiican liaisons, management, marketers and analysts: ·         Visualize physician locations on Google Maps for call planning, territory planning, total addressable market analysis and more. ·         View the most updated physician and healthcare facility information pulled straight from the health insurance plans you are interested in covering. ·         Easily upload accurate and current physician information into your CRM as a lead, opportunity, account or contact. ·         Quickly filter and search prospect data for easy analysis and planning. ·         Customize data in a variety of ways that allow you to understand: o   Which health plans and medical groups each physician is associated with. o   Referral details between providers and specialists. o   Types of treatment for all encounters. o   How geography effects growth (i.e., proximity of your locations from physicians and specialists). o   New insights using your own opportunity and account data. ·         Schedule future visits based on zip code, territory or city using our mobile add-on app, Physician Call Planner, which works natively in your Salesforce CRM.