CRM Buyer's Guide for Health Plans

Adapt to the Evolving Landscape

CRM Buyer's Guide for Health Plans

How will this eBook help me?

The healthcare payor and insurance industry is the latest in a long line of industries to feel the effects of digital transformation.

This eBook dives into 19 questions to help guide you through the potential benefits of implementing a customer relationship management (CRM) system, as well as how to find a solution that will help you tackle business challenges head-on and evolve over time to meet your organization’s changing needs.

We provide you with a list of questions to ask during every stage of process as you evaluate which CRM solution will work best for your company, including:

  • How does your CRM simplify group plan administration and implementation?
  • How will this CRM help us manage our distributor network?
  • How will this CRM increase member engagement and satisfaction?
  • And more.

Ultimately, this eBook will provide you with the necessary knowledge to embark on the CRM buyer’s journey — from initial research through post-launch considerations — with confidence.


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