
How It Works
We offer a highly customizable Customer Relationship Management (CRM) system for the health and accident insurance space. The system is a secure, PCI and HIPAA-compliant, rules-driven platform designed to keep your business safe.
Features
- Role based permission access
- Integrated with active directory with multi-factor authentication
- All actions are logged for audit purposes
- Fully customizable welcome dashboard
- Customized knowledge bank
- Supports online chat
- Scripted customer verification
- Access to customer plan information including billing, benefits, certificates, provider details, id card, and more
- Quality assurance including call monitoring
- Compliance section to handle inquiries and escalated complaints
- Robust reporting

